Add a Payment Method
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Last updated
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Learn how to add a payment method in the CRM to ensure uninterrupted access to all features. This guide walks you through the process of securely entering your payment details, a necessary step for activating and maintaining CRM functionality.
Click "Settings"
Click "Company Billing"
Click "Add Payment method"
Click "Add Card" once you input your card details
Click "+ Add Balance" to add a balance to your CRM.
Click this drop down to change the "Auto Recharge with" amount.
Click "See Transactions >" to see your charges that you have incurred with the CRM.
Click "Other Charges" to see other charges associated with the CRM.
Click this drop down to change how many Detailed Transactions are shown.
Please note this step: "Some Records May Take 24hrs to Update Here."
Click "Export" to export these transactions for further analysis.
Click the "Enter User Email" field to send the export to a user.
This may take 7-10 minutes to receive.
Click the transaction to view more details about the charge.
Click "Okay" once you've finished reviewing.
You can also view previous transaction by using the page navigator at the bottom.
Click "Refresh" back in your "Company Billing" section to bring in new data such as reloads and failed transactions.
Congratulations! 🎉You have successfully added a payment method to the CRM.
Contact Excess Elite Support if at any time you need help adding a card to your CRM or understanding transactions within the CRM.
