Manage Agiliron Subscription Payment
Agiliron customers with "admin" user access can manage and change subscription billing payment methods.
A new Manage Agiliron Subscription Billing Method link is added in Settings _under the _System Management panel as in the screenshot below.
Clicking on the link will take you to the Update Billing Method process.
- In Step 1, select the billing method.
- Here you can see 2 options - Credit Card and Bank Electronic Transfer (ACH Debit)
Note - Bank Electronic Transfer - ACH Debit billing method is only available for US customers.
- Let's first proceed by selecting the Credit Card billing method.
- After selecting, click Next.
- In the next step set the credit card details by entering the respective information. Make sure to enter details in all the mandatory fields.
- Then, click on Submit.
If the information submitted is correct, you'll see a success message on the screen saying the details are submitted successfully.
In case you select the ACH Debit billing method in Step 1
In Step 2, you will be asked to set the ACH customer details.
- Enter all the respective information and click Next.
In Step 3, you need to set the ACH Bank details
- Enter the information, add signature, signee name -> save it and then click on Submit.
If the information submitted is correct, you'll see a success message on the screen saying the ACH details are submitted successfully.
Updated 9 days ago