If you click on the Billing tab, on your side menu, you will find the admin page where you can view copies of your invoices, records of any payments made, and tax invoices that you can download.

Payment methods are available as follows.

Billing is at a Partner level. Partner accounts with multiple brokers/users will have multiple subscriptions added to a single invoice.

A Partner account supports a single set of branding. If you require multi-brand support, you will need multiple CashDeck accounts.

Your account will auto-suspend after some time for non-payment of your subscription. To ensure there is no interruption to your service a valid payment method will need to be added to your account.

Please note, custom plans are not displayed inside the Billing tab.

If you scroll a little further down the Billing page you will find a history of any payments and invoices. You can open any invoice by clicking its row. From there you can download and print as normal.

The invoice at the top of your list will be marked as Open. This is the current invoice for the current billing month. As new statement requests are completed by your clients, they are added to the invoice.

If you have any billing questions just message us via online chat once you have logged in to your account.

Just send us an online chat message if you would like to cancel a monthly subscription.