Manage Your Subscriptions & Billing
In this article, you'll learn how to view product details such as description, usage, CSM details, and billing history for your team members. By following these steps, you'll be able to efficiently access and understand all the necessary information related to your team's subscriptions and usage.
Navigate to settings in your account. This is where you'll find all the configuration options for managing your subscriptions and related details.
Locate the subscription folder within the settings menu. This folder contains all the information related to your subscriptions.
Expand the subscription folder to access the subscription details. This section provides an overview of your active subscriptions.
Review the affiliated licenses listed under the subscription details. Here, you'll see the status and validity of each license associated with your account.
Click on View details to access more in-depth information about the plan details of your subscription. This includes specifics about the features and services included in your plan.
To view usage details, return to the subscription details section. This is where you'll find insights into how your team is utilizing the tools and services.
Click on the usage tab to see a list of tools available under your subscription. This tab provides a breakdown of the tools and their respective usage.
Select the tool you're interested in to view detailed data, such as annual usage statistics. This helps you understand how effectively the tool is being utilized.
View the POC (Point of Contact) details, including your key account manager and customer success manager information. This section ensures you know who to reach out to for assistance.
In the billing history section, you'll find all the raised tax invoices for payment purposes. This is where you can track your billing records.
Click on View details to access a specific invoice. This allows you to review the charges and payment details.
Download the invoice by clicking on the download tool. This ensures you have a copy of the invoice for your records.
To view the credit notes raised by your team, navigate to the credit note section. This section provides details about any credits issued.
Click on View details to see the affiliated details of the credit notes. This includes information about the credits and their application.
Download the PDF of the credit note from this section. This ensures you have a record of the credit notes for future reference.
That's it! You're now equipped to view all the necessary product details for your team, including subscription information, usage data, POC details, and billing history. Thanks for reading!
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