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Settings and Billing

This article is meant for administrators and billing administrators. It will help guide you in subscribing to a PagerTree plan.

Billing

permissions This section requires Billing Administrator permissions.

Add a Credit Card

  1. Navigate to the Settings & Billing page. Click Settings & Billing Navigation
  2. On the right side, in the billing tab, click the + Credit Card button. Click Add Card Button
  3. Enter your credit card information including number, expiration date, and CVC code.
  4. Click Add Card. Add Card Details

View Invoices and Receipts

  1. Navigate to the Settings & Billing page. Click Settings & Billing Navigation
  2. On the right side, in the billing tab, under the subscription table you will see an Invoices & Receipts section. Invoice and Receipt History Table

Add a Receipt Email Address

By default, all billing administrators will receive receipts. To add additional emails who should receive receipts (ex: accounting@mycompany.com), follow the steps below.

  1. Navigate to the Settings & Billing page. Click Settings & Billing Navigation
  2. On the left side, at the very bottom of the key info section, double click the Email Receipt To section. Double Click "Email Receipts To"
  3. Add or Remove emails that should also receive receipts (make sure to press enter after each item). Then click Save. Add Emails and Click Save

Change Subscription

Note If you are switching to a paid plan, make sure you follow the Add a Credit Card section first.
  1. Navigate to the Settings & Billing page. Click Settings & Billing Navigation
  2. Click the Subscribe button below the plan you would like to subscribe to. Click Subscribe Button

Cancel Subscription

  1. Navigate to the Settings & Billing page. Click Settings & Billing Navigation
  2. Click the Cancel button below your current plan. (If you are on a custom plan, and the cancel button is not available, first subscribe to our free plan then select cancel). Click Cancel Button
  3. Provide us some feedback on why PagerTree was not a good fit. Click Cancel Button
  4. Click the Yes button.

Delete Account

Note This will delete your entire account (all users, logs, alerts, ect.). This is irreversable. Make sure you truly want to delete your entire account.
  1. Navigate to the Settings & Billing page. Click Settings & Billing Navigation
  2. Cancel your subscription
  3. On the left side, in the key info section next to status, click the Delete Account button. Click Delete Account Button
  4. If you are really sure you want to delete your entire account, click the Yes button. Click Delete Account Button

Notification Templates

Notification Templates can be customized as part of our Elite pricing plan. To customize notification templates:

  1. Navigate to the Settings & Billing page. Click Settings & Billing Navigation
  2. Click the Templates tab, in the right hand table. Click the Templates Tab
  3. Click the ‘—-‘ of the template you would like to edit.
  4. Paste your own template, or a public URL of the template you would like PagerTree to use. Edit the Notification Template
  5. Click Save

As a convenience, here are the defaults for the configurable templates:


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