TrackIt RMS billing section allows our customers to understand what they are being charged and keep their information up to date. The billing page contains a few parts that separate key information. These include:
- Active Subscription
- Invoice History
- Payment Methods
- Customer Details
- Upcoming Bill
Active Subscription
The active subscription section shows you what TrackIt RMS products are enabled on your subscription. This allows our users to keep track of the products used.
If you want to add or remove products from your subscription, press the Manage Products button.
Additional users are managed on the Users section inside settings not inside the Manage Products section.
Adding a new product
Adding a new product to your account is super simple.
- Press the Manage Products button inside of the Active Subscription card.
- Press view on the product that you want to add to your account.
- Press Add to subscription inside the Modal.
When you add a product to your account, this will automatically be added to your current TrackIt RMS subscription. You can view charges for the current month inside the Upcoming bill card.
Removing a product
Remove a product follows the same process as adding a product into your account.
- Press the Manage Products buitton inside of the Active Subscription card.
- Press View on the product that you want to remove from your account.
- Press Remove from subscription inside the Modal.
This will automatically remove this product from your account. You will still be charged for the time you have used to product for the current month. Once the product has been removed from the account, you will no longer be able to use those features inside TrackIt RMS.
Invoice History
The invoice history card shows previous payments that have been made on your account. This allows you to see the status of those invoices and download a copy of them as well.
Payment Methods
The payment methods section allows you to see what payment method is being used to pay your TrackIt RMS bill. These section also gives you the ability to change this card to a different one as required. The payment method being used on your account is the one marked as the default payment method.
Add a new payment method
- Navigate over to the payment methods card and click the Manage payment methods button. This will open up a modal containing all payment methods saved to your account.
- Click on Add payment method.
- Enter your card details and click Add payment method
This will add the payment method to your account.
Deleting a payment method
To delete a payment method. Click Manage payment methods and click the delete icon button on the payment method that you want to delete. This will ask you for confirmation. Once confirmed the payment method will be removed from your account.
If you only have one payment method on your account you will not be able to remove it. This is to ensure TrackIt RMS is able to collect payment.
Setting a payment method as default
To change what payment method TrackIt RMS will use to collect payment, press the Make Default button on the payment method that you want to use as the main payment method. TrackIt RMS will then use this payment method on the next collection.
Customer Details
Customer details is the billing information associated to your account. This information must be accurate. This name, email, address etc should be related to the internal entity that will be used for payment collection.
This information is not available to your customers within the system and is only used for TrackIt RMS payments. The name, email, address, etc, for your business operations should be updated in the general settings section.
To edit this information, press the pencil icon at the top of the card. A modal will appear, enter in the updated information and press Update customer details
Upcoming Bill
The upcoming bill card shows you the breakdown of this month's bill. You will be charged this at the end of the month.