Self-Service Billing Overview for Carriers

Pricing data is for illustration purposes only and does not reflect actual prices

The billing page has been updated with a reorganized layout to prioritize the most important information and provide an intuitive user-friendly experience. multi-factor verification provides an extra layer of security to the account and is required to make any changes to the page. Users with the role of Owner or Admin in Manage Users have permission to make changes after the multi-factor authentication. The billing page is available from the account name dropdown, by selecting Billing.

Billing Status

1. Link available to Print last statement.
2. Click on the History tab to view and print previous months’ statements.
3. View Balance due and due date.
4. Make a payment by clicking on Make a one-time payment.
   • Choose to pay balance or another amount.
   • Choose payment method.
   • Users can also click toggle when making a payment to enroll in autopay.
5. Previous payment information including payment amount, date and payment method.
6. Toggle to Enable Automatic Payments on or off.

Result: a confirmation message will appear for users to confirm automatic payments.

Your Subscription

View your subscription plan and any add-ons

1. Click on Manage subscription to view current subscription and select or change add-ons such as Notifications for search and Price Check Plus.
   • View current subscription.
   • Click on any add-on to select it.
   • Review changes and click Update subscription.
   • Note: Changing Notifications tiers:
     • If Adding Notifications, user will need to verify the contact email and phone for the notifications.
     • If Removing Notifications, the change will take place on the next billing cycle.
2. If signed-up for Notifications for search the MANAGE EMAIL AND PHONE link will be visible to update email and phone to send notifications.
   • Result: Communications tab on the Company Profile page will open to update or add email and phone for notifications.

Steps to Upgrade and Downgrade

1. View current plan, tier, add-ons, and price
2. Choose plan and tier
   • Customers can move back and forth to adjust selections without starting over, reducing frustration and confusion
3. Choose add-ons
   • Customers have clear visibility into available add-ons (such as Saved Search Notifications), with pricing and quantity displayed inline
   • The system defaults to current selections with simple opt-in and opt-out options
4. Review side-by-side comparison of changes and payment information
   • Costs, upgrades, and differences due today are shown clearly before checkout, helping customers understand exactly what they’re paying for
   • Customers can clearly see their current plan vs. proposed changes before confirming anything
   • Payment Information will display the summary of charges based on changes selected. It will also display the Cost Difference Due Today based on the difference between the previous plan and new plan selected.
     • NOTE: Cost Difference Due Today does not include past due charges that are due.

Edit Billing Information

1. Click on Edit Information to update billing contact information.
2. Result: The Company Profile page will open to the Contacts section and Billing Contact.
   • Click on Edit Information to update Billing Contact, MFA authentication will be required.

Payment Methods and Billing Contact Information

1. Manage payment methods including setting a default card, adding or removing a card.
2. Click on Edit Information to update billing contact information.
3. Result: The Company Profile page will open to the Contacts section and Billing Contact.

Upcoming Charges and Recent Transactions

1. View upcoming charges.
2. View the most recent five transactions, users can view additional transactions under the History tab on the Billing page.

Billing History Tab

1. View previous transactions, select the number of transactions per page.
2. Click View Statement to view statements for previous months.