Billing & Payments
Your subscription and payments can be managed from the My Account → Billing page. On the Billing page, you can manage your current subscription, track your usage, and view past invoices.
Credit usage
Your credit usage is shown in the top left panel, with your payment management tools in the right-hand panel.
| Linked Users | Tracks the number of staff members and advisers linked to your practice. Inviting a new staff member will increase your usage. If you exceed the number of linked users in a month, you may charged overage. |
| Messaging credits | Messaging credits are used for sending SMS' and WhatsApp messages. Read More |
| Form generating credits | Each time you use ClientManager to automatically fill in a form for your (generate a PDF), you will be charged 1 form credit. |
| Bulk email credits | When sending bulk emails, each recipient of your email will consume 1 email credit. Credits are consumed when the message is sent, even if it is not received (bounces, etc). |
The credits shown in the left-hand top panel of the Billing page are included in your subscription. These credits are allocated automatically on a monthly basis. Any unused credits will not be carried over to the next month.
Credits shown in the right-hand top panel of the Billing page, under Additional Credit Balance, represent credits purchased on an ad-hoc basis. These credits are purchased on a once-off basis and are not part of your monthly credit allocation. Additional credits do not expire but are non-refundable.
When using credits, such as when sending SMS' or filling in forms, charges are first deducted from your recurring monthly credit balance. This ensures you first use credits that reset on a monthly basis and cannot be carried over. Only if your monthly balance is fully utilised, will deductions from your additional credits be made.
Managing your subscription
If you'd like to switch to a different package, you can use the Choose a different plan button in the right-hand top panel. If you need to switch to a higher plan, you can do so immediately from the billing manager. However, if you'd like to switch to a plan with lower limits than your current plan, you'll need to get in touch with ClientManager support. This ensures that no data is lost due to decreased limits, such as de-linking staff.
To load a new payment method, simply choose Update payment method. You can also directly cancel your billing by choosing Cancel my membership. Someone from our team will be in touch shortly after to discuss preserving and transferring your data, if needed.
You can also buy more credits at ad-hoc rates by selecting Buy More Credits.
Invoices and payments
The Billing page also allows you to view recent invoices. To learn more about ClientManager Invoices, please see Your Invoices.