In your Crelate Billing Portal you'll have the ability to update your credit card information, download Invoices and Statements, as well as obtain our W-9 for your records.
To begin, navigate to Settings | Manage Licenses. From that screen you may review your active licenses and subscriptions. You may additionally purchase subscription related items below and access your Billing Portal by selecting Open Billing Portal.
Updating Contacts/Address Information
Once in the Billing Portal, you'll be able to review and update Contact as well as Address information via the Customer Information tab.
Subscriptions will offer the ability to view active subscriptions. Within the View Details area you may review Subscription Status, Life Cycle and the direct quantity and price of your licenses.
Selecting the Payment Method tab will display any credit card information on file. This will allow you to add an additional payment method or remove/edit and existing payment method.
Navigating to Invoices will allow you to view all previous invoices. For more specifics, select the Details button.
Within Details you may view the PDF as an invoice or send that invoice as an email.
In Statements, you may view previous statements as well as generate a query for statements within a specific time period.