Billing & Contact Details

This section describes the billing and contact details page which shows information about the customer. The page includes additional contacts of interest that Cloudset may use to interact with the customer.

Contact Details

1. Select any of the Cloudset Apps from the Zendesk navigation bar.
2. Select the Billing & Contact Details link.

The contact details will be displayed in the panel as shown.  If the Zendesk account is a Sandbox, then there will not be a section to capture the Invoice contact since the Cloudset Apps are free to use in Sandboxes.  Also, the link in the left hand panel will simply say 'Contact Details'.

To modify any contact details, simply update the values in the input fields and click the 'Submit' button at the top right of the contact details panel.

Any fields labelled with an asterisk (*) are mandatory and you will be required to fill in these fields.

Underneath the contact details is a panel to capture the details of the company

If you are from a European (non UK) country, you will also be asked to provide your companies VAT number.

Invoices

On Zendesk main accounts (i.e. non sandboxes), a further panel is displayed to the right of the contact details panel.  This shows previous invoices with the ability to download them.  A further panel is available to manage payment details.

The Invoice Summary panel shows details of invoices associated with payments for Cloudset Apps.  These are arranged by date order with the most recent first.  The 20 most recent invoices are looked up from the billing system and the panel displays each invoice where the amount is non zero.  Click the icon to download the invoice to your computer as a PDF document.

Payment Details

Should you need to change the card used to pay your invoices, click the 'Manage Payment Methods' panel.  This will show you details of cards registered to make payments.  You can

• Remove an existing card
• Add a new card

Payments will be charged to the 'Default' card registered with the account.  Click the 'Add Payment method' button to add a new card.  Once added, the new card will be made the 'Default' card.  Click the 'Remove' button against a card to remove it.  If you remove the 'Default' card then one of the of the other cards will be made the default.

If there are no valid payment methods registered against your account when an invoice becomes payable, then your subscription will be at risk and Cloudset will contact you directly to resolve the payment situation.