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This article applies to Cloud.

Other available versions:

Version 6icon.qnmark.png

Available in:

StandardPremiumEnterprise
Small Business
Code42 Support

Account Information reference

This article applies to Cloud.

Other available versions:

Version 6icon.qnmark.png

Available in:

StandardPremiumEnterprise
Small Business

Overview

Agents in the Summit Partner Program can view and manage account and billing information from the Account Information screen.

Account Information

Managed Service Provider Account Information screen

Item Description
a Managed Service Provider Type of subscription.
b Users Number of users on subscription.
c Billing Information Billing name, address, and phone number.
d Edit... Change billing information.
e Previous Billing History History of recurring subscriptions. Click a row in the table to view order detail.

Billing information

Click Edit... to change billing address and payment information.

Edit Billing Information screen

Order detail

Click a row in the Previous Billing History table to view details about a subscription order.

Order Detail screen

Item Description
a Action menu

Available actions to take on this order.

  • Email
    Emails the order detail information.
b Ordering Information Billing address and payment information for this order.
c Order Details Individual line items for this order.