Activate Payment Management

  • 18/02/2021
  • 5 minutes to read

From the Continia Solution Management page, you can manage all Continia solutions and modules. This page lets you start or stop a subscription, manage your modules, and update your invoicing and partner details.

To access Continia Solution Management:

  1. Choose the Search icon, enter Continia Solution Management, and then choose the related link.

Activating Payment Management (from trial to subscription)

When you activate Payment Management for the first time, you must have a partner involved. This ensures that you have someone by your side who can help you get started in the best possible way. Also, you need a partner who can log in with their personal Continia credentials when you run the Payment Management activation guide for the very first time.

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. In 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 disable any modules that you don't want to subscribe to.

Canceling your subscription

To cancel your 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 cancel.
  3. In the action bar, select Manage > Cancel Subscription.
  4. Follow the instructions in the assisted setup guide to cancel your subscription.

When you cancel a subscription, you’ll still be either billed for your usage in the month of cancelation or charged the minimum fee for that month.

Warning

When you cancel a subscription, the cancelation will apply to all companies in the database.

Note

If you cancel a subscription, you can still access already processed data, such as images and PDF files included in your imported documents.

Enabling or disabling 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 enable or disable modules.

Note

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

Updating invoicing information

To update your invoicing details:

  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 update invoicing details.
  3. In the action bar, select Manage > Update Company Information.
  4. Update your company details in all relevant fields, and select Update when you're done.

Updating partner information

To change your organization’s Continia partner:

  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 update partner details.
  3. In the action bar, select Manage > Update Partner Information.
  4. Enter the PartnerZone credentials of your partner. Note that the credentials are held by your Continia partner. Select Update when you're done.

Note

If you enable Update all Continia Solutions, the entered partner details will be updated for all installed Continia solutions, even if some of the solutions contain partner details that differ from the partner details of the selected solution.

Also, note that any information update will not take effect until the month following the update.