How to setup your billing portal account
The Maximizer billing portal will allow your billing contact to:
- Manage payment methods on your account
- View your Active subscriptions
- Update your billing information
- View historical invoices and transactions
Setup your account
Prior to your next Maximizer CRM subscription renewal your billing contact will receive an email with activation instructions. If you have already setup your billing portal account you will not receive this activation email.
- Click the Billing Portal Setup link received in the email. For security reasons you can only click the activation link once. If you are not asked to set a password after clicking the link, please contact Maximizer Support.
- Enter your customer number as the username. Your customer number can be found on your most recent invoice.
- Create your new Password for the billing portal and click Set Password.
- You will now be logged into the billing portal.
Didn't receive an activation email? The activation link is sent to the billing contact on file. First, check the spam filter or junk mail for the activation email then please contact Maximizer Support and ensure your billing contact is correct. A member of our team can then resend the activation link to the correct billing contact.
Reset your password
If you have already setup your billing portal account but have forgotten or lost the password, you can follow the steps below to reset the password.
- Navigate to the billing portal login page.
- Click the Forgot Password link.
- Enter your customer number as the username. Your customer number can be found on your most recent invoice.
- Click the Send Email button and a password reset email will be sent to your Maximizer billing contact.
If your Maximizer billing contact has changed since your last invoice, please contact Maximizer Support to ensure your invoice and password reset emails are sent to the correct person.
