Subscriptions & Billing

Activation

You must activate your billing account before you can add new subscriptions and purchase add-on features.

To activate a new billing account:

1. Login to the Green Stack Console and navigate to Settings

2. Select Subscriptions & Billing from the sidebar

Payment Methods

You must add a payment method to your account when you activate billing. You cannot create new subscriptions until at least one payment method has been added to your account.

To access payment methods in Green Stack:

1. Login to the Green Stack Console and navigate to Settings

2. Select Subscriptions & Billing from the sidebar

3. Select the Payment Methods tab

Add a new payment method

The following payment options are supported:

• Credit Card (Visa, MasterCard, American Express)

• Bank Account (EFT)

Credit Card

To add a new credit card to your account:

1. Select New Payment Method and select Credit Card from the dropdown menu

2. Provide the cardholder name, card number, expiration date, and CVV

3. Provide a Nickname for the card that helps identify it

   (i.e. corporate debit card, Amex Platinum card)

4. Select Save Credit Card to complete the card setup

Bank Account

To add a new bank account to your account:

1. Select New Payment Method and select Bank Account from the dropdown menu

2. Provide the account type, account number, and routing number

3. Provide a Nickname for the account that helps identify it

   (i.e. corporate checking account, capital account)

4. Select Save Bank Account to complete the account setup

Configure the default payment method

Your default payment method is used for new subscriptions and one-off charges your account may incur.

To configure a payment method as the default payment method:

1. Select the preferred default payment method from the table

2. Toggle Set as Default Payment Method switch

3. Confirm the change by selecting Confirm in the modal popup

Subscriptions

Invoices & Receipts