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Manage Billing & Payment Details

Did you set up a Branded Calling subscription in the Customer Portal and you need a little help? Check out our step-by-step articles here!

    Overview

    Users can quickly and easily view and manage their payments and invoices within the Customer Portal.

    Access Billing Management Main Page

    1. Click the Billing Management quick action card

    From the Billing & Plan Management page, you can view your existing subscription, update your plan, and edit your billing information. 

    Manage Payment Method

    1. Click Edit Billing Information
    2. Click the three (3) dots of the desired payment account.
    3. From the dropdown, select Make Default or Delete.

    NOTE: Make Default is not necessary if there is only one method of payment provided. 

    NOTE: Delete is not permitted if there is only a single method of payment.

    Add a Credit Card

    1. Click Edit Billing Information

    There are two (2) areas on the Billing Management page to manage your payment options.

    1. Plan Details: click the pencil to edit.
    2. Payment Method: click + Add payment method.

    ZEN_SS_Billing-Payment_Main.png

    Select a Payment Method

    To add a new credit card as a payment method.

    1. Click Add payment method.
    2. Click the Card box.
    3. Enter the information required. 
    4. Click Update.

    ZEN_SS_SelectPayment_Bank.png

    Add Payment Method

    1. Click the Card box.
    2. Enter the information required.
    3. Click Add.

    ZEN_SS_AddPayment_Bank.png

    Add a US Bank Account

    1. Click Edit Billing Information

    There are two (2) areas on the Billing Management page to manage your payment options.

    1. Plan Details: click the pencil to edit.
    2. Payment Method: click +Add payment method.

    Select a Payment Method

    To add a new US Bank Account as a payment method.

    1. Click Add payment method.
    2. Click the US bank account box.
    3. Enter your email, full name, and your bank account.
    4. Click Update.

    ZEN_SS_SelectPayment_Bank.png

    Add Payment Method

    1. Click the US bank account box.
    2. Enter your email, full name, and your bank account.
    3. Click Add.

    ZEN_SS_AddPayment_Bank.png

    View & Download Invoices or Receipts

    1. Click Edit Billing Information
    2. Click the date of the desired Invoice.

    ZEN_SS_Billing-Main-Invoice.png

    Download Invoice

    1. Click Download Invoice from the Invoice page.
    2. Click the Invoice PDF that has been downloaded to your desktop.

    The selected invoice is now available to view, print, or save.

    Download Receipt

    1. Click Download receipt from the Invoice page.
    2. Click the Receipt PDF that has been downloaded to your desktop.

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