Clients can access all billing information, past invoices, subscriptions and more via the Settings > Billing / Subscriptions page. Only users in the role, Administration: Account Super Users, or any user with assigned the new permission "Account Billing/Subscription" will see this option. If someone needs access-- simply add them as users into ZenQMS and assign them to a role with just that permission-- they will be able to access no other data in the application unless assigned directly. Once there you will see the screen below with tabs for different sections:
To update billing address and account contact email:
- Log into ZenQMS (app.zenqms.com)
- Navigate to Settings > Billing / Subscriptions
- Select Billing Address
- Click Edit link bottom right
- Update Email (this gets emails for invoices and renewals) and address information
- Click SAVE button.
If paying monthly by US Bank ACH
- Click EDIT link to open a portal for entering your Bank information for verification (GoCardless is the vendor). This will be 2 or 3 screens for entering bank contact information, Account and Routing #s etc.
- Fill out the form and confirm billing mandate.
A penultimate step is to click CONTINUE when bank process satisfied.
YOU MUST CLICK THE BLUE SAVE BUTTON IN THIS SCREEN TO COMPLETE THE SET UP
Successful set up should look like this:
If paying monthly by Credit Card
- Select Payment Method
Fill out form and click SAVE.
Note: credit card transactions are charged a 3% processing fee.