Access the Billing Settings

1. Log in to your CRM account.

2. In the left-hand sidebar menu, scroll down and click on “Settings”.

3. Inside the Settings panel, select the “Billing” module.

Add Your Payment Method

4. Click on the “Add Payment Method” button.

5. Enter your credit or debit card information, including:

- Card number

- Expiration date

- Security code (CVV)

6. Click the “Save” button.

Once saved, this card will be set as your primary payment method for the monthly subscription.

Automatic Billing & Invoices

- Your subscription will be charged automatically each month.

- You’ll also receive an invoice for each transaction directly to your email.

- This ensures uninterrupted access to CRM features, especially communication tools.

Automatic Billing & Invoices

- All billing information is protected with high-security standards.

- Only you have access to your billing data and digital wallet inside the CRM.

Bonus: Track Your Communication Charges

Once your payment method is saved, you will also see an option to:

- View detailed charges related to communications (SMS, phone calls, etc.)

- Track your spending history directly from the Billing module.

That’s it! You’ve now completed your billing setup and enabled all communication features within your CRM