Setup Tips // Client Self-Service Portal

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Information on contract & billing at a glance

View & edit information in the Self-Service Portal

Customers can view all relevant contract and billing information in the self-service portal.

Where? Admin tool > Edit configurator > My account

Display of the active plan and the stored payment method

Information about the billing address, payment method & the currently active plan

Billing address

The address currently used for sending invoices is displayed.

If a change to the billing address is desired (for example, a change of the company name), support must be contacted at support@eventmachine.xyz. An autonomous change of the invoice data is not possible.

Payment method & currently active plan

In addition to the stored payment type, the active plan is displayed, as well as any added components.

In the section "Your current subscription", the time of the next billing is also shown.

Change payment method

Currently, the following automated payment methods are available:

SEPA direct debit
credit card
PayPal

The stored payment method can be adjusted at any time independently by clicking on the "Change" button.

The new payment method is then selected from the drop-down list, the data is entered and finally confirmed.

If the drop-down list is not visible after clicking "Change", you have to scroll up in the window. The list of payment methods is displayed in the upper part of the iFrame.

Pay-per-use consumptions & invoices

Pay-per-use consumption

All consumption relevant to billing is displayed in the "Pay-per-use data" section.

Using the search function, quoted revenue and uploads to the live server (deploys) - grouped by month - can be displayed. Both individual items and totals are listed.