Documentation
CXF User Guide
CXF User Guide
  • User Guide
  • Get Started
    • What is CX Fabric?
    • Account Creation
    • Login
    • Account Setup
    • Home
    • Navigation Bar
  • QUICKSTART
    • How to create a flow?
  • BUILD
    • Editor
      • Components
        • Common Components
          • Code
          • Conditional
          • Delay
          • Email
          • Go To
          • JSON Parser
          • Microsoft SQL Database
          • Rest API
          • Rest Endpoint
          • Selection
          • SFTP
          • Variables
          • Webhook
        • Connector Components
      • Context
      • Execute Flow
      • Schedule Flow
      • Flow Properties
      • Manage Users in a Flow
    • Workflows
    • Calendar
    • Connectors
  • Administration
    • Company
    • Billing
    • Users
    • Subscription Plans
    • Roles and Permissions
    • Credential Management
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On this page
  • Payment Method
  • Add a Card
  • Edit a Card
  • Delete a Card
  • Setting Default Card
  • Billing Information
  • Subscription Usage
  • Payment History
  • Download and Print Invoices or Payment Receipts
  1. Administration

Billing

Last updated 11 months ago

This guide will help you navigate through the various features and functionalities available to manage your billing information effectively.

NOTE: The available features and actions within the Billing page are strictly determined by your roles' permissions. This means that you will only have visibility and access to the following actions that are specifically authorized based on your assigned roles:

• Access to billing page

• Add credit card

• Edit credit card

• Remove Credit Card

• Update billing info

Payment Method

To set up or manage your preferred payment method, follow these steps:

Add a Card

To add a new card, follow these steps:

  1. Click on the "Add New Card" button.

  2. Enter your card details in the provided fields.

  3. Click "Save" to store your card information.

Edit a Card

To edit a card, follow these steps:

  1. Locate the card you wish to edit.

  2. Click the ellipsis menu associated with the card to reveal the options.

  3. Select the "Edit" option.

  4. Update your card details as needed.

  5. Confirm your changes when prompted.

Delete a Card

To delete a card, follow these steps:

  1. Locate the card you wish to delete.

  2. Click the ellipsis menu associated with the card to reveal the options.

  3. Select the "Delete" option.

  4. Confirm the deletion when prompted.

Setting Default Card

To set a card as your default payment method, follow these steps:

  1. Locate the card you wish to set as default.

  2. Click the ellipsis menu associated with the card to reveal the options.

  3. Select the "Set as Default" option.

  4. The "DEFAULT" tag will now appear on this card, indicating that it has been set as the default payment method.

This card will be automatically selected for future payments unless you choose another payment method during checkout.

Billing Information

Updating your billing or shipping address is quick and easy. Just follow these simple steps:

  1. Navigate to the "Billing Information" section.

  2. Click on the "Edit Info" button.

  3. Enter the updated information in the provided fields.

  4. Save the changes. Your billing and shipping addresses will be promptly updated to the new details."

Subscription Usage

This section provides a clear overview of your allocated and used executions each month on your subscription plan. It helps you keep track of how you're utilizing your subscription resources, allowing you to optimize your usage effectively.

Payment History

In this section, you can access a list of all the subscriptions you've paid for. It simplifies the process of reviewing your financial transactions, making it easy to understand your payment history and stay on top of your subscription expenses.

Use the calendar to filter your usage details. This allows you to narrow down the view of your billing information based on specific dates or date ranges. Here's how you can use this feature:

  1. Click the calendar icon within the Payment History section to open the calendar view.

  2. To view usage details for a specific date, simply click on that date in the calendar. The billing page will update to display the relevant usage information for that day.

  3. If you wish to filter the usage details for a range of dates, click on the starting date and then drag your cursor to the ending date. As you select the date range, the billing page will dynamically update to show the relevant usage information within that period.

By utilizing the calendar filter, you can easily focus on specific dates or date ranges of interest, helping you analyze your usage and associated charges more effectively.

Download and Print Invoices or Payment Receipts

To download or print your invoices or payment receipts, follow these steps:

  1. Locate the "Download" or "Print" button, usually available next to each invoice or payment record.

  2. Click on the respective button to save a copy of the document or print it for your records.