What would you like to know?
Financial Profile is a designated user profile in RD Station Marketing to specifically access the Billing Dashboard section.
The Billing Dashboard is an area in which Financial Users can keep track of all the details of the contracted plan, as well as view the latest invoices, charges and company registration data.
To manage users you must have an Owner or Manager Profile. Only this way will you be able to add another user to your account. See how simple it is in the following step-by-step guide:
- Access your Account:
- Click Settings > Account users:
- Click the Invite User button:
- Type the email address of the user you wish to invite to RD Station Marketing and select the Financial Profile option:
- Finally, click Send invitation.
In a few minutes, the added user will receive an email with the invitation to access the platform.
With this Profile, you will be able to access the Billing Dashboard and see all of your subscription details, such as:
- Contracted plan
- Due date
- Amount due
- Existing contract period
You will also have access to your contract information by clicking on the option View agreed contract conditions.
In addition, you will also have access to your latest invoices for each payment. Or you can download a complete file by simply clicking the button Download history of all Invoices and Brazillian Nota Fiscal:
In this section of the Dashboard, you can also emit an overdue charge to complete payment. Simply choose your preferred method from the options that appear. See the example below:
Finally, in the Financial Communications and Registration Data sections, you can view and manage these registrations.