Administration – Billing Tab

As an Administrator, you will need to review the charges you are being billed for in your BNTouch CRM. This information is easily accessing in the Billing Tab of the Administration menu. In the User Menu in the upper-right corner of the screen, click “Administration”, then click the “Accounts” tab. If this tab does not display due to your screen size, hover over the ellipsis icon to the right to view hidden options. Only administrative users can access this area of the CRM; please contact your administrator if you need help with your BNTouch invoice and do not have access.

This part of your CRM administration is separated into three sub-tabs, the first of which will display a list of your recent invoices. Each of these will appear as a row in the list below, including the total amount for each charge, when this charge was paid (if completed), the period of service that incurred the charge, and a list of any additional features and modules that make up the services for the charge. To the right, you will see a status that will indicate whether payment of that invoice has been approved or not.

The second sub-tab, “Payment Method”, can be used to review the credit card information you have entered for your CRM billing. You can update or change this information by clicking the “Update Credit Card on File” button”. This will display the required fields for payment information; make sure each field is filled in correctly, then click the “Update Card” button at the bottom of the page to save the new card.

If you need to unsubscribe from your BNTouch CRM services, you can do so in the “Subscription” sub-tab of your Billing section. Here, you can click the “Cancel Subscription” button to deactivate your account.

If you have any questions or comments about your BNTouch CRM, we would love to hear them before you go! Please contact our support staff and let us know what you think about our CRM.