Client Web Access is your portal to see and manage everything about your account. Our development team has given the Billing tab an overhaul. Read on to find out more about the new look.
The first thing you might notice is a simplification of the main menu (that’s the column on the left with the dark background). Before, you used to find sub-categories like Plan Details under Billing.
We’ve streamlined that, so all your billing info appears on one page. When you choose Billing from the menu, you’ll see everything together in the main part of the app.
Now, let’s take a look at the four parts of the billing page, one by one.
First, you’ll see the Billing Report. This tells you your account’s Total Due amount (in blue) as well as any carried balance you may have. You’ll also see the amount of your current invoice and the amount of any payment we’ve received during the current billing period.
Of course, you can use the button here to pay your bill. When you click it, you’ll see a window pop up.
If you have autopay enabled, you can simply enter an amount and click Pay.
If you don’t want to use the payment method you see under Auto Pay anymore, just click the trash can icon to delete it. If you want to change your Auto Pay card or bank account, click the pencil icon to edit it. The options you’ll see then are similar to those described below, so keep reading.
From this popup window, you can also choose Add Payment Method. When you do, you’ll see additional form fields.
Credit or Debit Card is selected by default, so if that’s how you want to pay, just enter the card number and the rest of the information and click Pay. Note the checkbox at the bottom of the form—if you want the card you just entered to become your new default way of paying going forward, be sure to check that. If not, this will be a one-time payment option.
But maybe you want to pay through a direct withdrawal from your bank account. No problem. Just choose Bank Account.
You’ll see different form options, as well as a handy image to show you where to find the right numbers on your check.
Once you’ve entered the information, click Pay and your payment will be processed.
In the Plan Details section, you’ll see information about your plan.
You’ll see the number of minutes in your plan, and the cost.
Click “Change?” to see a full list of available plans.
If you want to change your plan, just pick one. Your account will be updated immediately.
Scroll down in that same popup window to see Interactive Voice Response (IVR) plans. An IVR is a pre-recorded menu of options for your callers—Press 2 for the Shipping Department, and so on.
You’ll also see a variety of other add-on services, several of which are free!
This box puts a few critical pieces of account info at your fingertips.
Here, you’ll see the card you’ve set up for Auto Pay (if you have one), the primary billing contact person for your account, and your mailing address. Edit any of these with the pencil icons.
Editing the Auto Pay information will take you to the popup window described above under Billing Report.
Editing the Primary Billing Contact will take you to a window where you can edit and add additional billing contacts.
You might wish to enter a few different people from your organization as billing contacts here. Only one of them can be the Primary Billing Contact at any given time, but you can switch who that is whenever you want.
Clicking the pencil icon next to Communication Address won’t open a new window, but it will enable you to edit the address.
In this section, you’ll see your payment history.
The table lists all the invoices you’ve received, your payments, and the status and type of the payment.
You can click on the blue View Invoice link to take a look at an individual invoice. The invoice will open as a pdf in a new tab, and you can download or print the invoice if you like.
Note the dropdown menu at the upper right.
This menu allows you to filter the invoices shown. You can choose to display only those you have paid, only those that are carried, or only those that are unpaid—or any combination of the above.
That’s All, Folks!
That’s it for the Client Web Access Billing tab changes!
You can use the black buttons at the bottom right part of your screen any time to Live Chat with a member of our client services team or to leave Feedback for us.
Let us know what works for you, what doesn’t, and what you’d like to see next. With your help, we’ll keep making CWA the best tool it can be—for you.