Follow these steps to make the payment:
- Click the Payment Details tab
- Here you will see the following:
- Billing Details section
- Payment Method section
- The amount that you will be billed for
- The number of users who can use the product
- The plan that you have chosen
- The date on which the first invoice was generated, and the next invoice will be created
- Click the Billing Details section
- Enter all the necessary information
- Click Save
- Click the Payment Method section
- Here you will have two options:
- Pay via debit or credit card
- You can pay using MasterCard, Visa, or American Express cards
- You must select the corresponding radio button, provide your card details, and click the Add Payment button
- Note: Admin users can view when the card details were added or updated during the billing process
- Pay via PayPal
- If you would like to pay via PayPal, then follow the instructions:
- Click the corresponding radio button
- Click the Add Payment button
- Create a PayPal account if you don’t have one
- Click here to understand how to configure a PayPal account
- Enter your login credentials if you already have a PayPal account
- Provide payment details
- Click the Approve button after reviewing the details
After you confirm your subscription and the preferred payment method, you will be billed monthly for the total number of active users in your Vtiger CRM account.
To know more about Billing in Vtiger, click
here.