Understanding Your Monthly Invoice
Your monthly invoice contains detailed information about your subscription charges and usage.
Key sections include:
- Subscription plan details
- Number of active users
- Add-on services
- Usage-based charges
- Applicable taxes
- Payment history
- Credits applied
Invoices are generated on the 1st of each month and payment is processed using your default payment method. You can view and download past invoices from the Billing section of your account.
Related Articles
Understanding Data Encryption and Protection
We implement multiple layers of security to protect your data: In Transit Security All data transmitted using 256-bit SSL/TLS encryption Secure API connections with token-based authentication At Rest Security Database encryption for sensitive ...
Understanding the Customer Management Module
Our Customer Management module helps you track and nurture relationships throughout the customer lifecycle. Key features include: 360° customer view with complete interaction history Automated follow-up sequences Custom fields for industry-specific ...
Scheduling Automated Reports
Deliver key insights automatically with scheduled reports: Create and save your report Click "Schedule" from the report view Select frequency (daily, weekly, monthly) Choose delivery time Add recipients (internal users or external emails) Specify ...
Configuring Automated Workflows
Streamline processes with automated workflows: Navigate to Settings > Automation > Workflows Click "Create Workflow" Define trigger conditions (When) Set criteria for execution (If) Specify actions to be performed (Then) Enable and save your workflow ...
Getting Started with the Mobile App
Stay productive on the go with our mobile application: Download the app from the Apple App Store or Google Play Store Log in using your regular account credentials Complete biometric authentication setup if desired Configure notification preferences ...