Billing and Payment Setup in Your CRM

The Billing section allows you to add or update your payment method to keep your CRM account active. Setting this up ensures your system runs without interruptions and that you can continue using features like calling, texting, and email marketing.

Watch the Walkthrough

In this video, you will learn how to:

• Add a payment method to your CRM
  
  
• Update existing billing information
  
  
• Check billing status and history
  
  
• Prevent account interruptions by keeping information current
  

Additional Help for Billing and Payments

• Billing Settings Overview (Official Guide)
  
  
• Managing Account Payments
  

Quick Tips for Billing and Payment Setup

1. Keep a valid credit card on file to avoid service interruptions.
   
   
2. Update your billing info immediately if your card expires.
   
   
3. Review billing history monthly to confirm charges are correct.
   
   
4. Only share billing access with trusted admins.