Accessing Billing Details in SAS Flex
Want to see the current month's usage at-a-glance and find out if you are on the best rate plan? Need to upgrade or downgrade your plan? Or how about quickly updating the auto pay method on file for your account? No problem - you can do all of that and more via the Billing page in your SAS Flex portal!
In this tutorial we'll show you how to:
Accessing Billing Details
In SAS Flex, click on your user icon in the upper right-hand corner. Then select Billing.
On the next page, you'll have the ability to view different tabs:
Summary
The Summary section will give you an overview of your billing, including the plan that you're currently on, your usage for the month, and details of the payment information we have on file.
On the right-hand side of the screen, you'll also see a preview of what your next invoice will include.
Plan
The Plan section will provide an overview of all available pricing plans and will tell you which plan you are currently on. If you'd like to update your plan, click the Change button next to the appropriate plan, then click Ok on the pop-up to process the rate change.
Invoices
The Invoices section will provide an overview of all of your previous invoices. To see a breakdown of any invoice, click the detailed transaction view button next to the applicable invoice to view the details of that invoice.
Payment Method
The Payment Method tab will give you an overview of all payment methods that are currently on file.
To add a new payment method, click the Add button and complete the form. Note that you'll need to select the authorize box and click Verify my Card before the system will allow you to add it.
You can also add additional payment methods to be used as back ups should your default payment method fails.
Payment Contacts
The Payment Contacts section will allow the account admin to add billing contacts to receive certain system emails or phone calls related to billing issues.
To add a contact, click Add, then fill out the information in the pop-up as shown below.
Add Ons
There are 4 paid Add-ons you can add to your account:
- On-Call: The Premium On-call add-on includes backup schedules, access to additional on-call types, and advanced on-call reporting and analytics.
- Transcription: The Transcription add-on converts your phone call to a text transcript with each speaker, the caller and the SAS agent, individually separated
- Live Call: See what calls are in queue, what calls are active, listen to ongoing calls, and monitor agents through a live dashboard
- Queue Voicemail: The Queue Voicemail add-on allows callers to leave a voicemail instead of waiting in the queue.
Activating Billing Alerts
Upon set up with SAS, Billing Alerts will automatically be turned on for the admin. However, you can choose to turn them off or customize which alerts are received.
Within your SAS Flex portal, go to your Settings, then click Alerts.
Under the Billing section, check the boxes for notifications you wish to receive. Notifications will go to the admin's email address that has alerts activated. Each admin within an account can choose to customize their own alerts accordingly. If an admin does not wish to receive alerts, they can uncheck the applicable boxes.
