Billing

Payment Methods

To manage your account's payment methods, click your name in the top right corner and click "Payment Methods".

Adding a Payment Method

To add a payment method to your account, click your name in the top right corner and click "Payment Methods". Click "Create Payment Method" in the upper right hand corner. All payment information is sent over a Secure SSL connection to protect your identity and payment details.

Editing an Existing Payment Method

To edit an existing payment method on your account, click your name in the top right corner, click "Payment Methods", and select the payment you would like to edit. You cannot change the card number, the name on the card, or the CVV2. If these details need to be changed, you'll need to add a new payment method. Click "Save Payment Method" to save your changes.

Making a Payment Method the Primary Method

To make an existing payment method on your account the primary payment method, click your name in the top right corner, click "Payment Methods", and select the payment you would like to make primary. Check the "Primary Method" check box and click "Save Payment Method" to save your changes.

Warning: Any other payment methods marked as "primary" will no longer be marked as primary. Only one payment method can be primary at a time.

Activating/Deactivating a Payment Method

To make an existing payment method on your account as active/inactive, click your name in the top right corner, click "Payment Methods", and select the payment you would like to alter. Check the "Active" check box and click "Save Payment Method" to save your changes. Inactive payment methods are saved for potential later use, but cannot be charged.

Deleting a Payment Method

To delete an existing payment method from your account, click your name in the top right corner, click "Payment Methods", and select the payment you would like to delete. Click the "Delete Payment Method" button to delete the payment method.

Warning: This action cannot be undone.

Invoice History

To view your invoice history including past invoices and unpaid invoices, access the "Invoice History" view by clicking on your name in the top right hand corner of the Concurra interface and select "Invoice History."

Viewing an Invoice

To view an invoice on your account, click your name in the top right corner, click "Invoice History" from the, and select the invoice you would like to view. Invoices contain plan information, total amount, status (e.g. paid, unpaid, refunded), and when they were created.

Inside the invoice, you'll see the remittance address to Concurra, the person Concurra is billing, and the invoice details containing any amount still due (if any). Underneath are the "Invoice Items" which outline the individual charges on the invoice.

Paying an Unpaid or Partially Paid Invoice

To pay an unpaid invoice, click your name in the top right corner, click "Invoice History" from the, and select the invoice you would like to view. Scroll to the bottom of the invoice. If you have a primary payment method already on your account, you can simply click "Attempt Payment" to charge that payment method and settle the invoice. If you do not have a primary payment method on the account, you will be prompted to enter a new payment method.