Self-Service Billing Page Overview
The billing page has been updated with a reorganized layout to prioritize the most important information and provide an intuitive user-friendly experience
Two-factor verification provides an extra layer of security to the account and is required to make any changes to the page
Users with the role of Owner or Admin in Manage Users have permission to make changes after the two-factor authentication.
The billing page is available from the account name dropdown, by selecting Billing
Self-Service Billing Page
a. Link available to Print last statement
b. Click on the History tab to view and print previous months’ statements
c. View Balance due and due date
- Choose to pay balance or another amount
- Choose payment method
- Users can also click toggle when making a payment to enroll in autopay
d. Make a payment by clicking on Make a one-time payment
e. Previous payment information including payment amount, date and payment method
f. Toggle to Enable Automatic Payments on or off
Result: a confirmation message will appear for user to confirm automatic payments
Edit Billing Information
Click on Edit Information to update billing contact information
Result: the Company Profile page will open to the Contacts section and Billing Contact
- Click on Edit Information to update Billing Contact, MFA authentication will be required
View and Manage Membership
a. Shippers can click on the Manage membership link to make changes to their membership level
b. Call Central Dispatch to make any changes or add notifications or other add-ons, self-service option will be available soon
c. Manage communication preferences for notifications by clicking on the Manage Email and Phones link
Payment Methods and Billing Contact Information
a. Manage payment methods including setting a default card, adding or removing a card
b. Click on Edit Information to update billing contact information
Result: the Company Profile page will open to the Contacts section and Billing Contact Upcoming Charges and Recent Transactions
Upcoming Charges and Recent Transactions
a. View upcoming charges
b. View the most recent five transactions, users can view additional transactions under under the History tab on the Billing page
Billing History tab
a. View previous transactions, select the number of transactions per page
b. Click View Statement to view statements for previous months
