Billing – View Plan, Manage Subscription, and Track Payments in ChatMaxima

Billing

1. Where can I access the Billing page?

In the dashboard, click the collapse button on the sidebar, then select Manage Account → Billing.

2. What is the purpose of the Billing page?

The Billing page allows you to view your current plan details, track billing history, manage subscriptions, and submit or monitor requests for plan changes or cancellations.

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Plan Details

3. What information is available under Plan Details?

The Plan Details section shows:

• Plan Name – Name of your current plan.

• Plan Duration – Subscription duration (e.g., Monthly or Yearly).

• Plan Cost – Cost of the plan.

• Expires On – Expiration date of your plan.

4. How can I change my plan?

Click the Manage Plans button to navigate to the plan page where you can view and select different plans available for your account.

5. Can I view my plan's features and benefits?

Yes, the Features & Benefits section shows included resources such as:

• Workspaces

• Users Included

• Web, Facebook, WhatsApp, Instagram, Telegram, Email, SMS Accounts

• Messages and Broadcast Messages

• GoHighLevel Accounts

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Billing History

6. What information is available in Billing History?

The Billing History section displays past payments including:

• Order Reference

• Plan Name

• Plan Cost

• Start Date and End Date

• Purchased Date

7. What actions can I perform on a billing record?

Click the Actions button for a billing record to:

• Download Invoice – Get a copy of your invoice.

• Cancel Subscription – Submit a request to cancel your current subscription.

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Plan Change / Cancellation Requests

8. What is the Plan Change / Cancellation Requests section?

This section lists all support tickets submitted for plan changes or cancellations, including ticket ID, request type, status, and timestamps.

9. How can I view details of a specific request?

Click on the ticket name (e.g., Request for Ultimate Plan Cancellation) to open the ticket in the Manage Tickets page and view full details.

10. What information is displayed for each request?

Each request shows:

• Ticket Name

• Created By

• Status (e.g., Resolved, Pending)

• Created Date

• Updated Date

11. Can I submit a new plan change or cancellation request?

Yes, any plan change or cancellation must be submitted via the support ticket system, which will then appear in this section for tracking.

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Best Practices

12. How should I manage billing effectively?

• Regularly review your plan details and resource usage to avoid overages.

• Keep track of billing history for accounting and record-keeping purposes.

• Use the Manage Plans button to upgrade or adjust your plan based on requirements.

• Monitor plan change or cancellation tickets to ensure timely resolution.

• Download invoices for record-keeping or tax purposes.