Billing and Payment Details

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To update the credit card details for your QuoteCloud Subscription fees, click on the Account menu on the Sales Quote Dashboard and select the menu option Payments Settings(as shown below)

You will be taken to a window where you can manage your account payment details.

Company Details: The company details section records your company name, government-issued company registration or ID, phone number, and address. This information is used for the invoices that are created for QuoteCloud software subscription fees. This company information will also be available in sales quote templates and sales quotes (as embedded data items in text blocks).

Payment Details: In this section, you enter a valid credit card number and expiration date.

You can optionally enter the email addresses of people that should receive the invoices created by QuoteCloud for your software subscription fees through the Users who receive invoice related emails data field.

After you enter or update the information in the Payment Settings window, click on the Save button.