FEES002 - Company SAAS fees payment methods

Modified on Mon, 22 Sep at 2:15 PM

Payment Options for Your Recurring XTRM SAAS Plan


XTRM offers four flexible payment methods for your recurring SAAS plan fees. You can choose monthly or annual billing (with a discount for annual payments). You may cancel at any time.


Security Note: All card information is tokenized, encrypted, and never shared.



MethodNotesPeriod
Credit or Debit Card
Add your credit or debit card for payment. XTRM does not store card details. Monthly or Annual
Bank AccountDirect Debit from your bank account (USA Only). Monthly or Annual
WalletSelect a funded wallet for payment (Coming Soon).    Monthly or Annual
InvoiceAn electronic invoice will be emailed to you.    Annual



CONTENTS


Option 1: Adding a Credit or Debit Card for Your Recurring XTRM SaaS Plan


1. Log in to your XTRM account using your credentials.


2. Navigate to Billing

  • Click the Settings Cog in the top-right corner.

  • Select Billing from the menu.





3. Access Payment Methods

  • Click on Payment Methods.

  • Click Add Payment Method.



4. Add Your Card

  • Click Add Card.




5. Enter Card Details

  • Input your credit or debit card information.

  • Click Add Payment Card.

 


6. Set Default Payment Method

  • Once the card is added, it will appear under Payment Methods.

  • You can select the card as the default payment method for your SaaS fees.





Option 2: Adding a Bank Account for Your Recurring XTRM SaaS Plan


1. Log in to your XTRM account using your credentials.


2. Navigate to Billing

  • Click the Settings Cog in the top-right corner.

  • Select Billing from the menu.





3. Access Payment Methods

  • Click on Payment Methods.

  • Click Add Payment Method.



4. Add Your Bank

  • Click Add Bank.



5. Enter Bank Account Details

  • Input your Bank Account details using the two options available.

    • By Plaid Automatically Link Bank or Manually Link Bank

  • Click Add Payment Bank.

 



6. Set Default Payment Method

  • Once the Bank is added, it will appear under Payment Methods.

  • You can select the appropriate payment method as the default payment method for your SaaS fees.





Option 3: Adding an email address to receive an Invoice. This is for Annual Plans only. 


1. Log in to your XTRM account using your credentials.


2. Navigate to Billing

  • Click the Settings Cog in the top-right corner.

  • Select Billing from the menu.





3. Access Payment Methods

  • Click on Payment Methods.

  • Click Add Payment Method.



4. Add email address to receive annual Invoie

  • Click Add Invoice.



5. Enter the email address and click on Continue



6. Set Default Payment Method

  • Once the email added for an Invoice, it will appear under Payment Methods.

  • You can select the appropriate payment method as the default payment method for your SaaS fees.








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