Activate Payment Management

  • 18/02/2021
  • 6 minutes to read

From the Continia Solution Management page, you can efficiently manage all Continia solutions and modules. This includes starting or stopping a subscription, managing installed modules, and updating your invoicing and partner details. It is a central hub for controlling various aspects of your Continia products, ensuring smooth and straightforward management.

To access Continia Solution Management:

  • Select the Search icon, enter Continia Solution Management, and then select the related link.

To activate Payment Management (from trial to subscription)

When you activate Payment Management for the first time, you need help from a Continia partner. They will guide you through the setup process effectively. During the initial activation guide run, the partner will log in using their Continia credentials to provide hands-on assistance. This ensures a smooth setup process for you and your organization.

To activate a new subscription or change from trial to subscription:

  1. Choose the Search icon, enter Continia Solution Management, and then choose the related link.
  2. In the list of installed Continia solutions, select the solution you wish to activate or update from trial to subscription.
  3. On the action bar, select Manage > Manage Subscription.
  4. In the assisted setup guide, in the field Activation mode, select Start Subscription.
  5. Follow the on-screen instructions to complete the guide.

Note

When you change the activation mode from trial to subscription, all modules in the subscription will be selected by default. In the guide, under Select modules, you must manually turn off any modules you don't want to subscribe to.

To cancel your subscription

When you decide to cancel your subscription, there are a few important things to keep in mind:

  • Billing for usage - after canceling a subscription, you will still be billed for your usage during the month of cancellation, or you may be charged the minimum fee for that month. This applies to the services you used until the cancellation date.
  • Database-wide cancellation - when you cancel a subscription, the cancellation will apply to all companies in the database. Keep in mind that this action will affect all relevant entities using the subscription services.
  • Continued access to processed data - despite the cancellation, you can still access data that was already processed in your imported documents. This includes images and PDF files, which will remain accessible for your reference even after the subscription has been canceled.

To cancel your subscription:

  1. Select the Search icon, enter Continia Solution Management, and then select the related link.
  2. Select the solution you wish to cancel from the list of installed Continia solutions.
  3. In the action bar, select Manage > Cancel Subscription.
  4. Follow the instructions in the assisted setup guide to cancel your subscription.

To enable or disable Payment Management modules

To enable or disable a Payment Management module:

  1. Choose the Search icon, enter Continia Solution Management, and then choose the related link.
  2. In the list of installed Continia solutions, select the solution for which you want to enable or disable modules.
  3. In the action bar, select Manage > Manage Modules.
  4. Follow the instructions in the assisted setup guide to turn modules on or off.

Note

Please note that if you enable new modules in Payment Management, you’ll be charged for these modules on your next invoice.

To update invoicing information

To update your invoicing details:

  1. Select the Search icon, enter Continia Solution Management, and then select the related link.
  2. In the list of installed Continia solutions, select the solution for which you want to update invoicing details.
  3. On the action bar, select Manage > Update Company Information.
  4. Update your company details in all relevant fields, and select Update when you're done.

To update partner information

When you enable Update all Continia Solutions, the entered partner details will be updated for all installed Continia solutions. This applies even if some solutions have partner details that differ from the selected solution. Remember that any information update will not take effect until the following month. Please consider this delay when making changes to partner details.

To change your organization’s Continia partner:

  1. Select the Search icon, enter Continia Solution Management, and then select the related link.
  2. In the list of installed Continia solutions, select the solution for which you want to update partner details.
  3. On the action bar, select Manage > Update Partner Information.
  4. Enter the PartnerZone credentials of your partner. Note that your Continia partner holds the credentials. Select Update when you're done.