Customer Portal | Teams PowerPack

Customer Portal | Teams PowerPack

This guide provides an overview of the features available in your new Customer Portal.

To ensure a unified and better service experience, we have migrated all customer accounts from Zoho Billing to Chargebee. This secure and convenient portal is powered by the Chargebee platform, where you can now easily manage your account details, subscription, and billing information in one secure location.

1. Accessing the Portal

You can access the Customer Portal at any time through the direct link provided in your invoice emails. You can also use the link below:

2. Logging In and Account Access

  • First-Time Login Security: For the very first time you enter the Customer Portal, you will be prompted for a one-time security code. This code will be sent immediately to your registered email address. This ensures only you can establish the initial access to your account. After successfully using this code, you will have the option to set a permanent password for all future logins.

  • Existing Users: If you have already created an account, please enter your registered email address and password to log in.

  • Forgot Your Password? If you have forgotten your password, click the "Forgot Password?" link on the login page to create a new one.

  • Unsure of Your Registered Email? If you are not sure which email address is associated with your account, please contact us at: billing@365cloudstore.com


3. Navigating the Portal

Once logged in, you will find the main navigation menu. Below is a detailed description of each section.

Subscriptions

At the top of the page, you will see your active subscription details, including the recurring charge amount and your billing cycle (e.g., monthly or annually).

  • View Details: Click on your subscription to view a detailed breakdown of the service.

  • Cancel Subscription: Within this section, you also have the option to cancel your subscription at any time.

  • Important Cancellation Policy: When you cancel, your subscription will remain active until the end of your current billing period. For example, if your plan renews on the 18th of each month and you submit a cancellation request on the 20th, your service will continue to be active until the 18th of the following month, at which point the cancellation will take effect automatically.

Account Information

In this section, you can view and update your primary account details.

  • Update your name, email address, and company name.

  • Change your account password.

Billing & Shipping Address

Here, you can manage the addresses associated with your account.

  • Add, view, or update your billing and shipping addresses.


Payment Methods

This section allows you to manage your payment information securely.

  • Add a new payment method.

  • Update your existing credit card or other payment details.

Billing History

Access all your past invoices and review your payment history.

  • Check the status of each invoice (e.g., Paid, Pending).

  • Download any invoice as a PDF for your records.


Contact Us

If you have any questions or need further assistance, please do not hesitate to contact us.

Email: support@teamventi.com



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