User account management

Information about the user profile, account balance, licenses, and payment settings.

Setting up automatic payments

Automatic payments help keep the system paid and active. Learn how to link a card and configure license renewal and automatic balance top-ups.

How to change plan settings during the current billing period

Learn how to increase or reduce the number of user licenses and other plan limits during the current billing period.

CRM Marketing billing under the 5% of attributed orders model

Learn about the alternative CRM Marketing billing model where 5% of attributed order totals is charged instead of a fixed monthly fee.

Email package payment logic

Learn how email packages are paid for, accumulated, renewed, and extended.

How to top up the system account

Top up the system account to keep paid marketplace modules active and make license payments more convenient.

Post-payment: setup and charge calculation

How to set up post-payment in Simla, choose a limit, calculate the charge increase, and review operations in the payment history.

How to pay for the system

Learn how to pay for licenses and other system components and how automatic renewal uses the system account balance.

User profile

The user profile shows the manager's global status, current balance and plan, automatic payment settings, and package usage.