Setting up automatic payments

Copy the link to the article

Copied

Contents

1. How to enable automatic payments
   • Automatic license renewal
   • Top up the account when the balance reaches a minimum
2. How to link a card
3. How to request a refund
4. How to change the license settings for the next billing period
5. What happens when the customer database in CRM Marketing grows
6. Will the plan fee be charged after the system is deleted
7. Does the card remain linked after the system is restored
8. How to enable automatic renewal before purchasing the first license

Automatic payments help you pay for the system on time and avoid suspension, keeping your work uninterrupted.

How to enable automatic payments

Open the user profile and click Configure in the Automatic payment block.

Important!

Only system administrators can configure automatic payments.

Automatic license renewal

The Automatic license renewal option renews the current license with the same settings. The amount is charged to the linked card three days before the license expires. The system attempts the charge once a day. If the card does not have sufficient funds, the system attempts to charge the system account balance instead.

Note

Email packages are also paid for the next period. Unused emails accumulate and carry over to the next paid period.

Top up the account when the balance reaches a minimum

The Top up the account when the balance reaches a minimum option automatically adds funds from the linked card when the system account balance falls below the configured threshold.

In Minimum balance, enter the balance that triggers an automatic top-up.

In Top-up amount, enter the amount to add to the system account.

The minimum values allowed for both fields are shown in the payment panel in the account billing currency.

How to link a card

To link a card:

1. Select the required options.
2. Click Connect.
3. Enter the card details.

Note

When automatic payments are enabled, a small verification amount may be charged to the card and immediately refunded. This is required to link the card to the system.

Once the card is linked, the automatic payment panel and the user profile display the Connected status.

To replace or unlink the card, click Disable automatic payment.

Important!

If there is a problem with the linked card, such as insufficient funds or a blocked card, a notification banner appears in the automatic payment panel.

How to request a refund

To request a refund, contact technical support.

How to change the license settings for the next billing period

Open the user profile and purchase a license with the new settings. Automatic payment for the next period will use the new plan settings.

What happens when the customer database in CRM Marketing grows

Automatic payment charges the amount required to keep all current packages working with their current settings. The charged amount may therefore increase.

Will the plan fee be charged after the system is deleted

After the system is deleted, automatic payment is disabled, the card is unlinked, and no further charges are made.

Does the card remain linked after the system is restored

No. You need to link the card again after restoring the system.

How to enable automatic renewal before purchasing the first license

You cannot enable Automatic license renewal before purchasing a license. The option becomes available after the first license payment.

Initially, only Top up the account when the balance reaches a minimum can be enabled.