Optify Help/Using Optify/Working with your account

Online billing

Scott Dunn
posted this on September 14, 2011 05:04 pm

Optify provides the ability for account owners to pay for Optify edition subscription fees online with a credit card, view, or make modifications to an account's subscription level from within the Settings area.

About account owners

An account owner is someone who has responsibility for account payment details. Every account must have at least one owner.  Please note the following:

  • Adding billing information to your account makes you the account owner.
  • Only account owners can change editions, modify billing information, view past invoices, and cancel an account.
  • Account owners can add or remove additional account owners by clicking Settings in the upper right corner and then clicking the Users tab. Select the user on the left, and then check the appropriate box.
  • Account owners cannot be deleted. To delete a user, first remove the account owner status in the Users tab.

Note that an account owner cannot remove their own account owner status. Invoices dated earlier than October 1, 2011, cannot be viewed.

Any free or trial user can use the online billing system to upgrade to a Basic or Professional account.

Customizing your edition (account owners only)

Current Edition displays your existing plan. To change to another plan, choose it from the drop-down list.  For more info on editions, see the Compare Editions page.

Users and sites

Each plan includes an allowed number of users and sites.  You can use the controls under Choose additional to add more users and sites at the rate specified under Price/unit.  If you want to add more than 9 users or more than 2 sites, please contact our sales team (sales@optify.net) for assistance.

Billing plan

You can be billed monthly, quarterly, or annually. Save 5% by paying quarterly or 10% by paying a year in advance.

Entering your billing information

For Address 1, enter your street, rural route, or Post Office box.

For Address 2, enter your apartment, suite, or additional information (optional).

For Zip/Postal Code, use numbers only for U.S. billing addresses.

APO or FPO customers

If you are an APO or FPO customer, do the following:

  1. For Address 1, enter your your PCS, Unit No., or Box No.
  2. For City, enter APO or FPO.
  3. For State, select AA, AE, AP.
  4. Enter your international phone number in the phone number field.

Questions and troubleshooting

Uncertain if your order went through?

Sometimes an order is processed even if you get an error or don't see the confirmation page. Wait to see if you get the confirmation email.  If you don't, go to your Optify Dashboard, choose Settings and check the Account tab. Click Past invoices to see if your order went through.

Page loading slow or incomplete loading

If you are attempting to place an order and a page doesn't fully load or takes a long time, click the Stop button at the top of your browser.  Then click Refresh or Reload to try to load the page again.

Other problems

If you experience other problems, try clearing your browser cache — a temporary copy of every page that browsers store on your system. Clearing the cache may help pages load properly. Consult your browser help for clearing your cache.  In Internet Explorer, choose Tools > Internet Options and click Delete under Browing History. Then check Temporary Internet Files and click the Delete button. In Firefox, choose Tools > Options, and click Advanced. Click the Network tab and then click Clear Now under Offline Storage.

If none of these help, please contact Optify Customer Support