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

Overview

user 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.

The Service Plan page consists of 4 parts: Basic Account, Billing Credit Card, Billing Activity and Other Options (Close & Reopen) Account.

Basic Account

Your account type is determined by the average number of items in your store along with the gross sales during each billable period. Trial accounts will be provided details regarding the number of trial days remaining.  Click here to view UltraCart Pricing.

Billing Credit Card

The Billing Credit Card section is consists of the fields to enter (and update) the credit card details provided to process the UltraCart service charges.

To update the billing credit card, update the billing name and billing address details, then in the section below that enter in the new credit card number, expiration and security (CVV) code. Click save to save the changes.

  • To access the service plan page, your user login must have the "Edit Service Plan" permission.
  • All users that have the "Edit Service Plan" permission will receive billing and payment notifications.

How To Update The Credit Card On file

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.

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

  • billing name and billing address details
  • the new credit card number, expiration and security (CVV) code. 

Click "save".

Billing Activity

 

The Billing activity section provides a line item breakdown of the UltraCart service charges including basic service plan fees, premium service fees (including digital delivery storage and bandwidth calculated at the end of each billable cycle), integration fees, setup fees, Premium Support fees, etc. 

If you have billing questions, this is the first place to look.

Common Billing Line Items

  • Basic Pricing
  • Premium Service fees (see bottom section of pricing page)
  • Froogle / Google Product Search fees
  • Order retention fees beyond one year
  • Channel Partner Integrations
  • Professional Services & Pro Support payments: Account Setup Packages, Custom Checkout, Catalog setup, Web Development
  • Declined card processing fee (a $1.00 processing fee is assessed for each declined transaction)

Other Options

This section of the service plan page provides a toggle checkbox to Close (or Re-open the account if previously closed or discontinued).

 

Related Docs:

Order Retention

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