Managing Your Account Billing

Overview of the Billing Dashboard

The Billing section in your CRM account is the central place for managing all financial matters. From here, you can handle subscriptions, payment methods, billing details, and transaction history. To access the Billing Dashboard, navigate to Settings and then select Billing.

Managing Subscriptions

In the Subscriptions area, you can view and manage all active plans for your account. This includes:

• Your main software subscription.
• Subscriptions for any reselling services.
• Subscriptions for marketplace applications you have added.

This gives you a single location to oversee all your recurring services.

Managing Payment Methods

The Payment Methods section allows you to control how you pay for services. You can:

• Add a new credit or debit card.
• Remove a payment method you no longer use.
• Choose which card is used as the primary payment method for automatic charges.

Updating Billing Information

It is important to keep your billing address up to date. In the Billing Information area, you can edit your address details. This is particularly important for recurring services that require accurate billing information.

Viewing Charges and Transaction History

For full transparency, the Billing section provides a detailed record of your financial activity. You can:

• See a list of all charges.
• View and download invoices for your records.
• Review your complete transaction history.

Understanding Wallet Balances

Your account includes a Wallet feature. You can add a lump sum of money to your wallet, which is converted into credits. These credits are then used to pay for various services, such as sending SMS messages or emails.

To ensure your services are never interrupted, you can set up an automatic reload. When your wallet balance falls below a threshold you define, your primary payment method will be charged automatically to add more credits. In the Wallet section, you can:

• Check your current credit balance.
• See any complimentary credits you have received.
• Manually add funds to your wallet.

Frequently Asked Questions

Why don't my clients get receipts for wallet reloads?

Receipts for adding funds to your wallet are not automatically sent to your clients. These transactions are visible to you, the account owner, but a receipt email is not generated. For receipts related to your main subscription plan, please check the settings in your connected payment processor (like Stripe) to ensure receipt emails are enabled for successful payments.

How do I add a new payment method?

Go to the Payment Methods area within the Billing section. Click the option to add a new card and enter the required details.

Can I have multiple active subscriptions?

Yes, you can manage multiple subscriptions from the Subscriptions section, including your main plan, reselling services, and marketplace apps.

How do I change my billing address?

In the Billing section, find the Billing Information area and click the edit button to update your address.

Where can I find my past invoices?

You can view and download all past invoices from the Charges and Transaction History area within the Billing section.

How do I add money to my wallet?

Navigate to the Wallet section and click the button to add funds. Follow the prompts to complete the transaction.