Settings - Billing Info

Summary

This video tutorial guides viewers on navigating the billing section under settings on the REI Cash platform. It explains how to manage payment methods, including editing, adding, or deleting cards. The 'Instant Top Off' feature is highlighted for quick account funding, especially useful for large marketing campaigns. The 'Auto Recharge' feature ensures uninterrupted message delivery by automatically topping up the account when the balance is low. The video also covers package information, account cancellation, and how to review credit usage and invoice history for detailed billing insights. For further assistance, viewers are directed to REI Cash's support and Facebook group.

Takeaways

• 🔍 Access the 'Billing Info' from the 'Settings' tab at the bottom of the dashboard.
• 💳 You can manage your credit card information, including editing, adding, deleting, and switching cards, under the 'Billing Info' section.
• 💰 'Instant Top Off' allows you to quickly replenish your account for large campaigns to ensure sufficient funds for messaging or calls.
• 🔄 'Auto Recharge' is an automation feature that ensures your account is always funded to avoid delivery issues, such as recharging $25 when the balance falls below $50.
• 📦 Information about your 'Packages' within REI cash can be found in the 'Settings'.
• ❌ 'Cancel' in the 'Billing Info' allows you to cancel your account, which is irreversible and results in the deletion of all data.
• 💡 'Credit Usage' provides a detailed breakdown of all charges on your account, useful for understanding billing inquiries.
• 📄 'Invoice History' shows the total amount spent and is where you can view and download your invoices as PDFs.
• 👤 Personal card information is not discussed in detail for privacy reasons.
• 🔄 The video emphasizes the importance of having funds available for message delivery and receiving, highlighting the Auto Recharge feature.
• 📧 For additional questions, you can reach out to support via email at [email protected] or join the REI cash members group on Facebook for live answers.

Q & A

Where can I find the billing information in the dashboard?

You can find the billing information under the 'Settings' tab, all the way at the bottom of your dashboard.

What can I do with the 'Billing Info' section?

In the 'Billing Info' section, you can edit, add, delete, and switch your personal card information.

What is 'Instant Top Off' and how is it useful?

'Instant Top Off' allows you to quickly charge your account, which is helpful for ensuring sufficient funds for large marketing campaigns to send messages or make phone calls.

What is the purpose of the 'Auto Recharge' feature?

The 'Auto Recharge' feature automates the process of topping up your account when your balance reaches a certain threshold, ensuring that your messages are always delivered without delay due to insufficient funds.

How can I set up an 'Auto Recharge' for my account?

You can set up 'Auto Recharge' by specifying the amount to add and the balance level at which the recharge should occur, such as adding $25 when your balance is equal to or below $50.

What does the 'Packages' section in the settings tell me?

The 'Packages' section provides information about your subscription packages within REI cash.

How can I cancel my account and is it reversible?

You can cancel your account through the 'Cancel' option in the settings. However, this action is irreversible, and all your account data will be deleted once the account is canceled.

What is 'Credit Usage' and how can it help with billing inquiries?

'Credit Usage' shows a detailed breakdown of all charges on your account, which is useful for understanding billing inquiries or charges.

How can I view the details of a specific charge on my account?

You can view the details of a specific charge by clicking on 'Credit Usage,' where you can open and see exactly what was sent and how much was charged.

What is 'Invoice History' and how can it assist me?

'Invoice History' shows the total amount of money you've spent and provides a record of charges made to your card. It can be accessed and downloaded as a PDF for record-keeping.

How can I get additional support or answers to my questions?

For additional support, you can reach out to support at reicash.com or join the REI cash members group on Facebook for live answers to your questions twice a week.

Outlines

00:00

💳 Billing Information Overview

This paragraph introduces the viewer to the billing section found under the settings tab on the dashboard. It explains how to access and manage personal card information, including editing, adding, deleting, and switching cards. The speaker also mentions the 'Instant Top Off' feature for quickly charging the account, especially useful for large marketing campaigns to ensure sufficient funds for message and call delivery. Additionally, the 'Auto Recharge' feature is highlighted, which automates the account replenishment when the balance falls below a certain threshold, preventing delivery issues due to insufficient funds.

🔄 Auto Recharge Setup

The speaker demonstrates how to set up the 'Auto Recharge' feature within the settings area. This feature is designed to ensure that messages are always delivered by automatically topping up the account when the balance reaches a specified low amount. The example given is to recharge the account by $25 whenever the balance is equal to or below $50. This automation helps maintain a consistent delivery of messages and calls without interruption due to insufficient funds.

📦 Understanding REI Cash Packages

Briefly mentioned in the script, this section refers to the packages available within REI Cash, which likely includes different pricing tiers or service offerings. The viewer is informed that more details about these packages can be found in the settings, although the specific features or benefits of these packages are not elaborated upon in the provided script.

🗑️ Account Cancellation Process

The paragraph discusses the account cancellation feature, warning that it is irreversible and results in the deletion of all account data. The speaker emphasizes the importance of being cautious with this option and suggests reviewing the settings thoroughly before proceeding with cancellation.

💡 Additional Billing Features

The speaker highlights additional features within the billing section, such as 'Credit Usage' and 'Invoice History'. 'Credit Usage' provides a detailed breakdown of all charges on the account, which is beneficial for understanding billing inquiries or charges. 'Invoice History', on the other hand, shows the total amount spent and provides a record of charges made to the card. Both features offer transparency and detailed insights into account spending.

📞 Support and Community Resources

The final part of the script offers guidance on how to get support if additional questions arise. The viewer is directed to reach out via email at [email protected] or to join the REI Cash Members group on Facebook for live answers to questions twice a week. This provides multiple avenues for users to seek assistance and engage with the community.

Keywords

💡Billing Info

Billing Info refers to the details and management of payment for services or products. In the context of the video, it is the section in the settings where users can edit, add, or delete their payment cards. The script mentions navigating to the 'Billing Info' in the settings to manage personal card information, which is crucial for understanding how payments are processed and managed within the service.

💡Dashboard

A Dashboard is a centralized interface that provides access to various features and settings of a service or application. The video script instructs viewers to start from their dashboard and navigate to the settings, indicating that the dashboard serves as the main hub for accessing the 'Billing Info' and other settings.

💡Settings

Settings are the configurations and preferences that users can adjust within an application or service. The script mentions scrolling down to the 'Settings' from the dashboard to access the 'Billing Info'. It is a key concept as it is the gateway to customize and manage various aspects of the user's account.

💡Instant Top Off

Instant Top Off is a feature that allows users to quickly add funds to their account. The video explains that it is used when a user is planning a large marketing campaign and needs to ensure their account has sufficient funds to send out messages. It is an important concept for users who need to manage their account balance actively.

💡Auto Recharge

Auto Recharge is an automated process that replenishes an account's balance when it falls below a certain threshold. The script describes setting up an auto recharge to ensure messages are always delivered due to sufficient funds. It is a key concept for maintaining uninterrupted service delivery.

💡Packages

Packages refer to the different service plans or bundles offered by a service. In the video, the script mentions 'packages within REI cash', indicating that users can view the details of the service packages they are subscribed to or can subscribe to within the settings.

💡Cancel Account

Cancel Account is the process of terminating a service subscription. The video warns that this action is irreversible and all data will be deleted, highlighting the importance of considering this option carefully and understanding its consequences.

💡Credit Usage

Credit Usage is the record of charges made against an account's credit or balance. The script points out that users can view each charge in the 'Credit Usage' section for clarity on billing, which is essential for users to track and understand their spending.

💡Invoice History

Invoice History is a record of all the invoices issued for charges made to a user's account. The video script explains that users can view and download their invoice history as a PDF, providing a detailed account of the money spent, which is important for users to keep financial records.

💡Support

Support refers to the assistance provided by a service to its users, typically for troubleshooting or answering queries. The video script encourages users to reach out to 'support reicash.com' for additional questions, emphasizing the importance of customer service in resolving issues.

💡Facebook Group

A Facebook Group is a feature on the social media platform where users with a common interest can interact. The script mentions joining the 'REI cash members' group on Facebook for live answers to questions, indicating the use of social media as a platform for community support and real-time assistance.

Highlights

Introduction to the billing info section under the settings tab.

Navigating to the settings from the dashboard and finding the billing info.

Editing, adding, deleting, and switching personal card information.

Instant top off feature for quick account charging.

Use of instant top off for massive marketing campaigns with sufficient funds.

Explanation of auto recharge to ensure message delivery.

Setting up an automation for account recharge when balance is low.

Details on how to set an auto recharge amount and balance threshold.

Information about packages within REI cash.

Instructions on how to cancel an account and its irreversible nature.

Highlighting the credit usage section for billing inquiries.

How to view detailed charges and sent messages in credit usage.

Introduction to invoice history for tracking spending.

Ability to download invoice history as a PDF.

Summarization of the billing info tab's features and functions.

Invitation to reach out for additional questions via support reicash.com.

Mention of joining the REI cash members group on Facebook for live support.

Transcripts

in this video we are going to talk about

billing info under the settings tab so

from your dashboard you'll come all the

way to the bottom to your settings when

you open it up scroll down just a little

you'll see billing info right here

I'm not going to go into the first one

because this has personal card

information here um but this is where

you can edit your cards add your cards

delete your cards switch cards anything

to do with your personal card

information is right here

instant top off when I open this one

this is it gives you the ability to

charge your account up quickly so let's

say you're going to be doing a massive

marketing campaign and you want to make

sure that your card or your account has

a sufficient funds on it to be able to

send the messages out this is where you

can do a larger

bolus dose we'll call it

of money to be able to send messages out

or phone calls Auto recharge oh I'm

sorry so again all of the information is

up here but for the sake of the video

I'm going to go out and back into the

settings area

so back to settings

and then right here to recharge so it's

going to take us right back to the same

screen

um so this is an automation setup so

that your messages always are delivered

and always are received back and it's

never a lack of funds so

um this is stating I want to recharge my

account 25

every time my balance goes equal to or

below fifty dollars

so this is an Automation in place to

make sure that your messages are never

not delivered because funds are not in

the account

so back to settings and back over here

to packages this tells you about your

packages within REI cash

um back to settings

and here cancel this gives you the

ability to cancel your account it cannot

be undone and everything is deleted once

your account is gone

so I'm going to actually go back over

here I would I can click on any of these

I'm sorry any of these three I can click

on to go back inside but I just want to

show you guys one other thing that's

inside billing that's not out here

so when I click on one of those three

right up here says credit usage

when you click here it shows you each

charge for everything that goes out on

your account so if you ever have

questions about your billing or how why

you got charged a certain amount this is

a great place to look

right you can come here to your details

you can open it up and you can see

exactly what was sent exactly how much

was charged it's very detailed and then

right here invoice history this shows

you how much money you've spent

so when you're when when a charge is

charged to your card

um you'll see that here because this is

your invoice history

you can click here to open it up

you can download it as a PDF

but all that information is here

so that sums up the billing info tab

here under settings if you have

additional questions please reach out to

us at support reicash.com again support

reicash.com or join us on Facebook or I

should say and join us on Facebook at

REI cash members

cash with a K that way

um you can get live answers to your

questions twice a week