How do I manage our Preciate subscription and payment information?

With the Account & Billing self-serve portal, you can manage all of the account, billing, and payment information associated with your Preciate subscription.

If you are an Admin of your company's Preciate account, then you will be able to manage your subscription and payment information from the self-service portal. To get there, navigate to the Admin area.

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Then, click on "Account & Billing" in the left side menu.

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This will pull up the self-serve subscription management and payment portal. From here, you can make changes to your account information, billing and shipping addresses, and payment methods. You can also view your billing history and download invoices.

Account Information

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Account information includes your individual information as manager of your company's Preciate account. To make changes here, click "Account Information."

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Click into the element you would like to view or edit.

Make any changes you want to your name, email, company, or phone number. When you're happy with the way the information appears, click "Update."

Billing & Shipping Addresses

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Screen Shot 2020-04-20 at 10.52.01 AMTo view or edit the billing and shipping addresses associated with your company's Preciate account, click "Billing & Shipping Addresses."

 

Make any changes you want to the name, email, and address associated with your company's payment method. When the information is up-to-date and correct, click "Update."

Payment Methods

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To view or edit your payment methods, select "Payment Methods" from the main subscription management menu.

 

 

 

 

Edit payment method

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To edit or remove an existing payment method, click on the card or bank account.

 

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Click "Edit Payment Method" to make changes to the payment method details.

 

Make any changes you want to the card number, expiration date, or address. When the information is up-to-date and correct, hit "Update."

Remove payment method

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Click "Remove Payment Method."

If you're sure you want to remove this method of payment, click "Confirm."

Adding a new payment method

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To add a new payment method, click "Add New."

Type in all the information for the payment method of your choice. For a credit card, this includes a card number, expiration date, CVV, and address.

 

Be sure the information is correct, and click "Add."

You can also add a bank account. In this case, enter the name on the account, account holder type, bank name, routing number, and account number.

 

Click "Proceed to Review."

Make sure all the information is correct before clicking "Add."

Billing History

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To view your company's subscription billing history, click "Billing History."

 

 

 

 

 

This page will show you all of the payments you have or need to make to the system.

 

To download an invoice, simply click the "Download" button next to it.