Managing Subscriptions and Billing in the Client Portal

Overview of Subscription Management

The Subscription Management area within your Client Portal provides a centralized hub for overseeing all your recurring payments and billing history. From this single page, you can review active plans, cancel subscriptions, and access your invoices and transaction records.

Accessing the Subscription Management Page

To get started, log into your Client Portal. In the top right corner of the screen, click on Profile. From the menu that appears, navigate to Account Settings, and then select the Billing & Subscription section.

Managing Your Subscriptions

Viewing Subscriptions

The main page displays a list of all your subscriptions, both active and inactive. You can see key details for each plan at a glance.

Canceling a Subscription

If you need to cancel a service, locate the subscription in your list and click on it. You will find a Cancel option. Select it and confirm your decision to proceed. Please note: access to the features associated with that subscription will end immediately upon cancellation.

Filtering the List

To quickly find specific subscriptions or transactions, use the filter controls at the top of the page. You can narrow down the list by source, by status (like active or canceled), or by a custom date range.

Managing Invoices and Transactions

Viewing Invoices

Switch to the Invoices tab to see a complete history of your billing. This includes both past invoices and your current statement.

Downloading Invoices

You can download a copy of any invoice for your records. Simply click on the specific invoice from the list to initiate the download.

Administrator Controls

If you are an administrator for your CRM account and wish to restrict user access to the Subscription Management feature, you can do so through the app permissions settings. This allows you to revoke the ability for other users to view or manage subscriptions from their Client Portal.