How To Pay Your MarginEdge Subscription/Bill

This article outlines how to pay your MarginEdge subscription/bill in the MarginEdge software.

The billing details once entered will auto charge on the billing date and you will not be required to enter this information each time you want to pay your subscription amount.

 

Entering Payments Details

To pay your MarginEdge subscription in the MarginEdge software, navigate to Setup > Billing as shown in the image below. Once you get to the billing page, you will see the following billing overview screen:

ME_Bill_1.png

 

On the billing overview screen; you can see the bill amount, bill due date, payment details and billing contacts.

Note: if you see the following screen you must contact accounting@marginedge.com

ME_Bill_2.png

This happens when we have not entered your billing subscription information and billing date in the MarginEdge software.

 

Next, you will want to enter your payments details. Click the Input Billing Details button as shown in the image below:

ME_Bill_3.png

 

On the Billing Details screen start by selecting a plan. There are two options to choose from:

 

Annual Plan- You can save 10% on your subscription cost if you select to pay for one year up front. If you chose this, you will be billed annually for $3,240.00. That works out to be $270.00/ month instead of $300/ month. You can cancel at any time and request a refund for the remaining amount on your subscription.

 

Monthly Plan- You will be billed $300 / month.

ME_Bill_4.png

 

Once you have selected the plan, choose the payment option. There are two options to choose from: ACH and CREDIT CARD

ME_Bill_5.png

 

Now that you have selected the payment option, you are ready to start entering the payments details.

 

CREDIT CARD

ME_Bill_CC_1.png

Note: 3.5% processing fees is added should you choose to pay from a credit card.

 

ACH

If you select this payment option, there is no processing fees

Note: Phone Number- enter number as 8884889612 and not 888-488-9612

After you have entered payment details, click the Review Payment Details button to review and confirm the details.

ME_Bill_ACH_1.png

 

Once you’ve reviewed the details and acknowledged the billing details by checking the box (if you have selected ACH you will be presented with the option to save the same billing information for our Bill Pay feature- reference the help article for MarginEdge Bill Pay Feature), Click Save to submit the payment details. 

ME_Bill_ACH_2.png

 

Note: Once the billing details are submitted in the system, it will auto charge on the billing date.

Annual clients get a notification once a year to inform them they will be billed.

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