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:
- Sign in to your Billing Portal account.
- Expand the Billing section on the left side of the page.
- Review and update the options in the following sections under the Billing heading:
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Account Balance shows snapshot of your outstanding balance and any credits that have been applied.
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Invoices, where you can see a list of invoices. You can filter and sort this list and ultimately make a payment.
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Transaction History shows all transactions on the account, including invoices, deposits, credits, and payments.
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- 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.
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Consolidated Statement: Choose this option to summarize all invoices between the dates set from the start date to the statement date.
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