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How do I view the Billing Dashboard?

ParaFort avatar
Written by ParaFort
Updated over 7 months ago

Since the Billing Dashboard can only be viewed by Clients, you'll need to log in as a Client. https://login.parafort.com/

Navigate to Office > Invoices.

Click My Billing in the top navigation menu.


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Welcome

As a personalized touch, the Billing Dashboard will display your avatar, name, and Company (if applicable), and list any Subscription Plans you are currently on.

Payment Methods

You will be able to store your payment information or delete payment information that is on file.

Click the Add new payment method button

Enter or delete the payment information.

TIP: Payment information that is associated with an active Subscription cannot be deleted.

Action Needed

The Dashboard will display the latest Invoices that need to be paid and the latest Estimates and Proposals that need to be approved. Clicking the Pay Invoice button will direct you to an Invoice screen where you can choose payment.


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