Billing
The billing section tracks plan usage, stores payment details, and contains a history of invoices and receipts.
Billing consists of the following areas:
- Usage
- Billing
- History
Usage
An Administrator can track the usage and limits of their current plan, and change plans if desired.
Description of fields:
Description of fields:
Description of fields:
Description of fields:
Billing
An Administrator uses the Billing subsection to manage plan selection, invoices, payment methods, and more.
Subscription
Subscription allows the administration to effectively manage plans, billing, and payments on a recurring basis.
Description of fields:
Invoices
An invoice generates billing for services provided by your company to your clients. It streamlines the process for getting paid, giving your business an accurate picture of its finances.
Invoice History
The Invoice History justifies the balance for a given range of invoices. It helps to quickly review a detailed list of all activities pertaining to a specific invoice including all payments, amount, tax, and totals. The administrator can view the receipt of the specific invoice history generated over a period of time raging between:
- Last 3 months
- Last 6 months
- Last 12 months
- Range
- All Time
Payment Method – Credit/Debit Card
The administrator can manage the payment method by saving clients Credit card / debit card details under the Billing section. To add card information for payments, follow the steps:
Under the billing > click ADD ANOTHER CARD> Fill in the card details.
Cancel Subscription
If you wish to terminate your subscription click on the button below. You can talk to our team, if you need help or want to share your reasons to leave.
History
The Invoice History justifies the balance for a given range of invoices. It helps to quickly review a detailed list of all activities pertaining to a specific invoice including all payments, amount, tax, and totals.
Description of fields:
-Any
-Unpaid
-Paid
-OverDue
-Voided
-Last 3 months
-Last 6 months
-Last 12 months
-Range
-All Time
✰Note: Clicking on invoice history takes the administrator directly to this section.
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