The Manage Billing page on the Web Dashboard will give you access to retrieve past paid invoices, review and pay current bills and change your desired plan and renewal rate. The billing page is only accessible to Premium Single users or Primary Admins for Teams and Enterprise.
Manage Bill Page Explained
1: Next Bill
This is the detail and configuration for the next billing period. There is a link for our current plans and pricing (HERE). You are able to set the number of users if you plan to need additional seats over the current number of active users. The total cost will update in real time as you add users.
2: Select your Plan
Single users will have the option between Premium (single user only) or Enterprise, all organizations with 2 or more users will select between Teams and Enterprise See a comparison table HERE
3: Choose your billing cycle
Select between Monthly or Annual billing terms
4: Optional upgrades
Based on your selection the estimated amount for the next bill based on your selection.
Click on "Pay Next Bill" to Advance on to the Payment screen.
5: Itemized Charges
List of the current line items and individual charges, subtotals, applied discounts or promotions. The Total Charge will reflect the cost before applicable tax or VAT if applicable. Your billing information is entered and calculated on the next section
6: Current Subscription
The last paid invoice and billing period. Includes the subscription term, level of subscription, and number of users. You have the option to view the current bill and past bill details under the Billing History button. Change the current plan will allow a user to self service the upgrade to another service. If you just paid but needed to chang efrom Teams to Enterprise, the Change Plan button will refund the current period and prorate a credit to the account to allow you to pay for the difference on additional licenses or and upgrade of service.
Change Plan Example Message
Change Plan Example Message
7: Billing History
Billing Information
On the Billing information page you are able to input your billing information. This information will populate on the invoice.
1: Billing Information Fields
Email: Required, will auto-populate the first Primary Admin email
Phone: Optional (recommended if ordering hardware for shipping notification)
First Name/Last Name:Required, will auto-populate the first Primary Admin name
Street: Optional (required if ordering hardware)
State/Province : Optional (required if ordering hardware)
Zip Code/Postal Code: Optional (required if ordering hardware)
Country: Required : Will update required fields and payment options based on location
2: Choose a Payment Option
Select the form of Payment that you would like to use and follow to the Payment Information Screen. This selection will vary based on the Country and allowed payment types.
Payment Information
This page will include the final bill amount for the current bill and charge. Complete the payment form based on the selected payment type.
1: Choose Payment Option: Payment Information will include the final total including Taxes and shipping if applicable
2: Payment Details
3 Subscribe button to confirm payment
By Default the Payment is setup with a recurring payment. There is a notice on the payment and confirmations screen indicating that the payment will enroll and AutoPayment. You are able to opt out on the billing screen above the Billing History if you wish to cancel the AutoPay.
PayPal: Select PayPal and it will redirect you to PayPal to continue your transaction.
Credit Card: Input your credit card information and click Pay now to process immediately.
Bank Transfer/ACH:Fill out the Account and Routing number and other required
Note: When paying your Current/Next Bill the FROM date will reflect the time frame that any payment toward renewals paid for will apply to.
Example: If AutoPay is off and your Billing Date passes the application will begin to remind you to renew. Once 15 days have passed the account will be locked until renewal. If your Billing date was one month ago and you paid for one month to bring you current then you would need to pay for the next month to have continued access. If you have further questions please contact support.
Common Questions:
Q: Why does it says my trial is expired I just paid for my subscription?
A: Generally there should be little processing time from the card approval to your paid status to be reflected on the Web Dashboard and In the App.
Verify that you are currently Logged in. The app might reflect the old or unpaid status if you are logged out of the app.
If you verify you are logged in, try to log out and back in to refresh the app or web.
Check the billing page that the Last Paid bill reflects your current transaction.
Check that the Next Billing Period is in the future
Q: It says my account is closed when I access the Web Dashboard. How do I fix this?
A: Currently your bill is past due and the account has been locked. If it goes too long then the Web Dashboard will be closed. You will need to make your bill current to resume access to your account.