invoicing payments credit card invoices statements statement billing payment information managing seats accounting Subscriptions

Within this article you will have a complete guide to understanding your Greenius Subscription and its main functions for your convenience!

Select from the list below to jump to its spot within the article!

 

Subscriptions - Managing Purchased Employee Training Seats

Introduction

This article will discuss how to manage your total purchased seats in Greenius. We will review how to increase or decrease your seat count, and learn how to activate and deactivate employees from this page.

 

Increasing or Decreasing your Paid Training Seats

Step 1: Start by clicking on the Setting menu at the bottom left of your screen. From the pop-out banner, choose Subscription & Seats.

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Step 2: Use the arrows to increase or decrease the number in the Seats Purchased box. You can also simply type in a number here. Note: The Available Seat count below will change letting you know how many addition employees this change will allow you to add. To the right, you will also see how this change will impact your monthly bill. Click Save & Continue when ready. 

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Step 3: Lastly, click on Save & Complete, or click on one of the links to add employees to Greenius. You can also scroll down from this page, and activate or deactivating staff already loaded into the program. 

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Subscriptions - Managing Payments and Invoices

Introduction

This article will discuss how to manage your Payment Settings. We will review how to add or update credit card information, view past or current invoices and generate statements. 

 

Adding Credit Card Payment Information

Start by navigating to the Settings tab towards the bottom left of your Greenius dashboard. Then click on Billing Details.

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From this Payment Settings and Invoices page, you will be able to add a new credit card or edit an existing card on file. Click the green ADD button and enter your information accordingly. If you need to edit an existing card on file, you can do so by clicking on the green EDIT button next to your existing card information. 

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If you need to edit an existing card on file, you can do so by clicking on the green EDIT button next to your existing card information. 

Note: If you browser is zoomed in beyond 100% you may need to scroll over to the right to see these buttons. Enter your payment information into the fields provided and click the green SAVE button.

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Invoices

In this section we will review how to view, send or print invoices. From your Payment Methods page, click on the green hamburger menu at the left (The green circle with 3 lines). Click on Invoices.

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From your Invoices page, you will see all of your past invoices as well as various filtering options. If you wish to download, print or email an invoice, click on VIEW to the right of the invoice required. 

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From this page, you will see an option to either print or email the invoice.

Note: If you choose the email option, the invoice will be send to the main contact email we have on file in your Account Settings. If you need to change this, click on the Account Settings tab from your dashboard and update the email address listed there. 

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Statements

You can generate a statement for your Greenius charges at any time. Remember, you will need to click the generate button and select a date range, before anything will display on this page. 

 

Start by clicking on the Green menu once again, this time choosing "Invoices"

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Next, click on the Green "Generate" button. 

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Finally, choose a date range and click "Generate" one more time. 

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Subscriptions - Cancellation Requests

In order to cancel your Greenius subscription, please send an email request to support@gogreenius.com. Once we receive your request a Greenius account manager will reach out to confirm the details of your cancellation. Please not that accounts will not be cancelled until an account manager has made contact with the owner of the account to verify the cancellation. 

 

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