1. Customer app - subscription history
The history displays specific information when you adjust the subscription components.
- Previous history: date of action and period
- New history: date of action, type of action, type of add-on, and quantity of add-on.
Click HERE to learn what you can do with an active subscription.
2. User portal - pay invoices with Credit Card
From their portal, your customer can pay their outstanding invoices via Credit Card.
Instructions:
Step 1: Click the $ icon to pay.
Step 2: Fill in card information and proceed.
** Requirements:
- Invoices are allowed to be sent to your customer (configured at Portal Settings > Invoice).
- Invoices are visible on customer portal (configured at Portal Settings > Portal).
Click HERE to review the methods to pay an invoice.