The Billing Overview is a great tool to use to view the breakdown of your monthly bill that occurs during your billing cycle. This article will show how to access the Billing Overview page in SharpSpring.
The following user roles can utilize the Billing Overview:
- Accessing the Billing Overview
- Billing Overview Breakdowns
- Exporting Billing Overview Reports
- Ready to Learn More?
Accessing the Billing Overview
To access the Billing Overview page, do the following:
Billing Overview Breakdowns
In the Billing Overview, information is broken down first by agencies, then by each individual client account.
You can navigate from by month to view previous billing cycles by clicking the left and right arrows at the top right of the Billing Overview page.
The Billing Overview will display the overall monthly bill, and also any monthly transactions.
The monthly bill will be broken down into the services you are paying for, such as marketing automation or Mail+ services. The monthly bill will display license information for the agency, as well as individual breakdowns for each client.
Exporting Billing Overview Reports
You can export Billing Overview content. To export a report, do the following: