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Self billing invoices for Facilities

very common question that I see from my Karcher audience is how does my audience change their credit card get the receipt see when their next billing is due all of those questions around billing and the answer is kind of simple and let's show you how to do that today hey there my name is Jess I run pineapple relations I'm a culture certified partner and I work every day in kartra for both for myself and for clients looking to grow and scale their businesses to configure yourself billing center they're going to be two ways that you can do this and I'm going to show you both in this video and then I'm going to show you how it looks on the audience side when someone goes to your self-billing Center and give you some really great tips and guidance along the way so you'll find yourself billing center set up in products and in self billing so when you click into self-billing you'll have a few options for you to consider that you want to turn on or off and keep in mind that these settings are for your account entirely so these these settings will apply to every product that you sell first being the link that your audience would go to to log into the self-billing center the um option to download an invoice you can turn that on or off I don't see a reason why you wouldn't want people to download their invoice as a personal statement if you want people to update their credit card again I don't really see a reason why you wouldn't want people to do this if you want people to be able to to request a refund you can choose to have this automatic or manual automatic means that if they are in their refund period they can request and be refunded at the same time if you want it to be on and manual it means it will create a support ticket for you so you need a help desk and you will be able to process that from your help desk area if they're in their refund window their refund window is defined when you set up a product uh none 7 14 30 or 60 days and then if you want people to be able to cancel their subscription again this is toggled on or off and your answers match automatic or manual for these selections if you are choosing to have a manual review of your refunds or your subscriptions you can do that through connecting your help desk and it does need to be a help desk that you're choosing so connect your help desk and then choose the department that you're using for your help desk and then hit save and you've configured yourself billing center great job now let's look and see what that self self billing center looks like on the audience end so here we are move my face here we are in the self-filling center there is not a lot of customization options here you can add your logo this is done through the you can add your logo and that's done through the profile section in your account if this this shows no logo or your logo change it in your profile and you'll add your logo there but this blue can't be customized you can't really do a lot with the email app email is asking for the email that they purchased with in the order ID is sent to them when they purchase again this cannot be changed this is a security feature um your you will likely need to look this up for your audience if they don't have it because it was sent to them when they purchase so if you need to find that for them let's go look and see where it is first array that you can go to look for your audiences um billing information it's going to be under Communications and leads and this is because you're likely looking for it for a particular person so if you come into Communications and you come into leads and you search for that person you can just put in their name and search for them found the person click on their name and their lead card shows up you're going to click on orders the orders column you'll have their order ID take this order already send it to them instruct them to log into the self billing center and adjust their information on their own from the audience side of things they'll come to your self-billing Center they'll enter their email they will enter their order ID and then they will click on locate order they're inside the self-billing center they'll be able to see what their orders are and to click into them from within this area they are able to see the date of their last transactions their order ID the status if it has been paid or if it's scheduled the amount and then the actions where they can download their invoice cancel their subscription if you have this enabled change their credit card and then here you can also change their credit card as well choosing the change your credit card option opens up a window where you can edit your credit card number enter all of your information and then your credit card number is updated and that is really all the functionality within the self-filling center so I did talk that there are two ways to run yourself billing center first being from the south billing center link the second being your help desk we've already talked about that if you're doing manual reviews you do need to have your self buildings that are connected to your help desk but you can also set up your self-billing Center through the help desk so if you log into a help desk or create a new one you'll have the option over here in self billing to display the self-billing section whether you want it displayed or not displayed the ability to let users request refunds yes or no and then automatic or manual and then in their subscription cancel if they are or not allowed to request subscription cancellations and where if they're automatic or if they're manual and then which department you want that help to get ticket to go to I find the help desk has more functionality in configuring your self-billing Center then all right so when you are all finished configuring your help desk let's look at what the help desk looks like from the audience's side so you can see what that looks like for them also so you've got a my orders area where you can do the exact same thing log in with your email and log in with your order ID the process here is exactly the same as it was it's just placed in a different container this is how you configure yourself billing center for your cartridge account and for your cartridge users to really give them the access and the ability to adjust their their areas within kartra I do love making this link accessible and available to your audience so they have full control over all of their details within their account