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 > Subscription Details as shown in the image below. Once you get to the subscription page, you will see the following screen showing the bill amount, bill due date, payment details and billing contacts:
Now you will want to enter your payments details. Click the Input Billing Details button as shown in the image below:
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.
Once you have selected the plan, choose the payment option. There are two options to choose from: ACH and CREDIT CARD
Now that you have selected the payment option, you are ready to start entering the payments details.
Note: 3.5% processing fees is added should you choose to pay from a credit card.
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.
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.
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.