This article outlines the steps for paying your MarginEdge subscription/bill utilizing our partner services. If you navigate to "Subscription Details" and see the button that says "Manage Subscriptions", then these are the instructions for you!
Your MarginEdge subscription will auto charge on the billing date and you will not be required to enter this information each time. If you want to receive an invoice automatically, configuring your "Billing Contacts" will allow you to set up an emailed invoice and also have it sent straight to your MarginEdge unit. Instructions for this are at the end.
Entering Payments Details
1) Go to Setup > Subscription Details. If you manage multiple accounts, it is irrelevant which one you are logged into in MarginEdge.
Once you get to the subscription page, you will see the following informational screen. Click on the "Manage Subscriptions" button.
If you haven’t logged into MarginEdge recently, you may be prompted to log into [me] again. Since managing your subscriptions requires you access a secure site, we ask that you enter your credentials one more time to confirm your identity. A second tab will open displaying the payment portal.
Heads up to our multi-unit friends! When leaving the MarginEdge site, you may be redirected to a different unit than the one showing in [me]. A pop up will appear reminding you to make sure you select the correct location once you enter the payment portal.
*FOR MULTI-UNIT OPERATORS ONLY* -- CONFIRM YOU ARE IN THE CORRECT LOCATION
As you enter the new page, look in the upper right hand corner to confirm the unit. Just under your email address, it will show the account number and unit name (blacked out here).
To select a different location, click on the down arrow next to your email address to access the list and choose the appropriate one.
Confirm your Recurring Subscription Charge is Correct
From the left hand tile labeled "Subscription", check the information. Based on discussions with your Sales Rep or Implementation Specialist, your pre-selected monthly or annual billing plan will display.
If you wish to change this, please DO NOT proceed!
Instead contact billing@marginedge.com to modify your billing cadence before entering payment information.
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Choose Payment Option
From within this site, you can manage your payment methods and choose the payment option. There are two options to choose from: ACH and CREDIT CARD
Under "Payment Methods" click on "MANAGE". See instructions below for how to enter payment details for either ACH or Credit Card.
ACH
Please fill out the missing information regarding the account details.
If you are having problems with your ACH payment going through, you likely need to do what's called "whitelist the debit". To do this, please contact your bank and ask them to white list our payment processor, BlueSnap Payments and provide their ACH origin ID - 3450479415.
CREDIT CARD
Please fill out the required form details. Note: a 3% processing fee is added when paying with a credit card. (But for you lucky Canadians, if you are located within Canada, the 3% fee does not apply.)
AUTHORIZE AND CONFIRM
- After inputting the appropriate account details, please type your name in the "Authorized By" box to certify you are in accordance with ME's and T&C's rules.
- Click on the words "By clicking here I authorize debits in accordance with ME's T&C's."
Once that has been completed you will be automatically charged on the designated billing cycle day in accordance with your billing choice. Thank you!
Receiving Invoice Copies
All [me] users that have either Restaurant Admin, Accountant, Franchisee Accountant or [me] Admin user permission levels will automatically receive an email with an invoice. If you want any additional contacts beyond these users to receive a copy of the invoice for their records, you'll want to configure your Billing Contacts per the instructions below. If you don't enter anything here, then no additional contacts will receive the email. The invoice is sent on the day the bill is paid.
Inside the Payment Portal, please click "Edit Contacts" found on the far right-hand side.
Select "Invoices Email" and enter any additional email addresses that should receive the invoices. For multiple email addresses, please separate each one with a comma (but please no comma after the last email address!). Save the billing contact information to ensure all provided email addresses receive every generated invoice.
Sending Invoices Automatically to MarginEdge
If you would like to send an invoice automatically to MarginEdge for processing, please return to your MarginEdge account. Under Setup > Subscription Details, look to the last box on the left under "Billing Contacts".
Check the box to "Send subscription invoices to MarginEdge for processing".
Note: When your unit was initially created in MarginEdge, the email addresses provided to set up the first payment will continue to receive a notification email alerting them to an upcoming charge as well as letting them know of a payment failure. If you have questions about that or need to change those contacts, please email billing@marginedge.com. These contacts are unrelated to the Billing Contacts that can be edited in your Subscription Details.
Frequently Asked Questions (FAQs)
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How often will I be billed?
Billing frequency is based on the subscription plan you have selected, which can be either monthly or annually. -
Can I change my payment method?
Yes, you can update your payment method by navigating to the payment information section and following the steps outlined above. -
Who do I contact for billing issues?
Contact billing@marginedge.com for any billing-related issues or questions.