VS CRM
How-to Guide

Payment Information Guide

The Payment Information section gives you a clear view of all your transactions, pending dues, and billing history in one place.

Guide

Overview & Navigation

Follow these quick steps to access the Payment page in your CRM.

Navigating

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Scroll down to locate the Payment option.
  4. 4. Click on the Payment from the dashboard menu.
  5. 5. Your Payment Page will open, where you can view:
  • Current Plan
  • Monthly Payment

💡 Pro Tip: Track Payments Regularly

Regularly check your Payment Page to stay updated on your plan details, renewal dates, and pending dues to ensure uninterrupted CRM services.