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Home > Info Hub > View Billing Transactions and Pay Invoices in Info Hub
View Billing Transactions and Pay Invoices in Info Hub
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Members may view their account history, and pay bills within the Info Hub.

 

NOTE: In order for a member to manage an organization's account, they must have at a minimum Create rights to Organization Account Info. In order for a member to manage their own account, they must have at a minimum Create rights to Individual Account Info. See Setup Info Hub Access for details on access levels..

 

  1. Click My Info in the Navigation Panel.
  2. Click the Billing tab.

    • Balances: The balances section will display the current balances for this members.
    • Payment Profiles: Any stored payment profiles will be displayed in the section. See Store Credit Cards in the Info Hub for details on adding stored payment profiles.
    • Open Invoices: The open invoices section will display all of the open invoices for this member.
    • Scheduled Billing Items: This section displays any current recurring billing configured for the member. The member may ONLY assign or change the stored payment profile associated to the schedule (by clicking the   icon). A change to the actual schedule must be made by staff in the back office.

    • Billing History: This section will display all transaction history, including payments, invoices, refunds, credits and so on.

 

The Pay Now button is only displayed if the member has a balance. section is displayed on the Info Hub Home Page.

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