Working with Your Billing Options in Billing Portal

There are several different billing aspects of your Actionstep subscription you can review and work with the Billing Portal. 

To review and change these settings:

1. Sign in to your Billing Portal account.
2. Expand the Billing section on the left side of the page. 
3. Review and update the options in the following sections under the Billing heading: 

• Account Balance shows snapshot of your outstanding balance and any credits that have been applied.
  
• Invoices, where you can see a list of invoices. Filter and sort this list and ultimately make a payment.
• Transaction History shows all transactions on the account, including invoices, deposits, credits, and payments.
• Print a Statement lets you print or email a statement. Your options include:
  • Print in customer's locale: Choose this option to print statements in customers' own language based on region. Currently, this is set to only English.
  • Show only Open Transactions: Choose this option to show only unpaid invoices on the statement.
  • Consolidated Statement: Choose this option to summarize all invoices between the dates set from the start date to the statement date.