Billing and Plans - GeoTAX.com - Latest

GeoTAX.com Guide

Product type
Software
Portfolio
Verify
Product family
Geo Addressing
Product
GeoTAX.com
Version
Latest
Language
English
Product name
GeoTAX
Title
GeoTAX.com Guide
Copyright
2023
First publish date
2017
ft:lastEdition
2024-05-17
ft:lastPublication
2024-05-17T00:10:51.513450

This section describes the information about the subscribed plan and billing invoice.

Billing and Plans page is available to FinanceAdmin and AdminWithBilling roles in GeoTAX.

To view or edit the Billing and Plans details:
  1. Click the username on the top-right corner of the window.
  2. Select the My Account option.
  3. The details of the subscribed plan are displayed on the left. To upgrade to a different plan, click the Upgrade Plan button, then select the desired plan.
    Note: You can click Cancel Subscription to cancel your subscription, only if past invoices are clear. In case, there is a past due invoice, you must contact Precisely Support to request cancellation.
  4. The billing history is displayed below the plan details. Click the View Invoice button to view the invoice for the corresponding month.

    The billing history is displayed for a maximum of last six months.

  5. The Payment information describes the card details are displayed below the billing history. Edit the relevant information and click the Update Card button to save the changes.