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How to Update Billing Details in Housing Market CRM

Tutorial 13 of 181 · 38 s

Open the product

Paying Housing Market CRM customers manage their subscription from Plan and billing. This tutorial opens it from Settings, reads the current plan, renewal date and add-ons, and uses Manage billing to reach our payment provider's secure billing page, where you change your card, update the billing details on your invoices, download invoices or cancel. The CRM never sees your card number. We also show where to move between plans and how extra Business users are added.

In this tutorial you will learn

  • Where Plan and billing is
  • What the Your plan section shows
  • What Manage billing opens
  • Where to change your card and download invoices

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click the Settings icon at the top.
  3. Choose Plan and billing.
  4. Your plan shows the plan, renewal date and add-ons.
  5. Click Manage billing.
  6. our payment provider's secure page opens: change your card, details or download invoices.
  7. The CRM never sees your card number.
  8. Move between plans in the Plans section.