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The Service Plan screen allows you to view billing activity regarding your UltraCart account.

Overview

Panel
Home Configuration (General) Service Plan

Table of Contents

Info
titleuser permission required

In order to view the the Service Plan page you must be logged into UltraCart with a user login that has the "Edit Service Plan" user permissions. If you encounter a 'permission denied' type message, then you'll need to do one of the following:

  1. edit your user (if you have the "edit users" permission) or
  2. contact the owner or admin user on your account to have them modify your user permissions.

Please Note: The UltraCart monthly Service billing notifications are sent to each user that has the "Edit Service Plan" user permission.

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To update you credit card on file for your UltraCart billing, navigate to the Service Plan page located in the General section of the configuration page.

Panel
Home Configuration (General) Service Plan

To update the billing credit card, complete the following as needed:

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Related Docs:

Order Retention

UltraROI

Salesforce.com Integration FAQ