This video provides a detailed overview of the Company Billing Settings in Aesthetix CRM.
Accessing Company Billing
To view your billing settings, navigate to Settings and select Company Billing from the left-hand menu. This will display your subscription plan and monthly cost. If you have questions about billing, you can email [email protected].
Plan Details and Discounts
The billing screen shows the full subscription price. If you have a discount or coupon applied, the discounted amount will not be reflected here but will appear on your invoices. For instance, you might see a $499 plan listed here, while a coupon may reduce your monthly rate to $399.
Payment Information and Invoices
In the Payments tab, you can:
Edit your payment method and associated billing address.
View and download invoices to keep records or share with your accountant.
This section also shows any tax applied to your account, depending on state requirements.
Wallet and Transactions Tab
In the Wallet and Transactions tab, you can track any technology and messaging credit charges:
Wallet balance: Shows complimentary credits based on your plan. Unused credits expire each month, while purchased credits remain in your balance until used.
Auto Recharge: Set an auto-recharge amount, which can range up to $5,000, to ensure uninterrupted services for SMS and messaging campaigns. For example, a higher auto-recharge amount can prevent issues with credit card processing and avoid pauses in your SMS campaigns.
This tab also displays charges for the current month, last month, and the previous month, with a breakdown of expenses such as email, SMS, and carrier fees.
Detailed Transactions and Exporting Data
For more detailed insights, you can access Detailed Transactions:
Filter transactions by date and type.
Export all transaction data to a CSV file for further analysis.
Getting Help
If you have additional billing questions, reach out to [email protected] for support.
This video covers everything you need to know about managing your Company Billing Settings in Aesthetix CRM, from understanding your plan details and tracking wallet balances to managing transactions and payment methods.