Using the Client Portal

Using the Client Portal

Clients can use our online portal to access the following:
  1. Subscriptions - view subscription details, such charges and renewal date, and cancel subscription
  2. Invoices - view, print, download and pay invoices
  3. Payments - view payments and print or download a receipt
  4. Statements - view, print and download statements for any period
The portal is accessed at https://clients.vizulate.com/portal/vizulate and you will need to register before using.

Sign in to or Register for your Portal Account

You should automatically receive an invite to to the portal when you create a subscription.  For security reason the invites expire but if it has expired using the link above.  This will display the Sign in page below.

  1. If you have already registered and want to sign in go to step 6.
  2. To register click the Sign up link, which will display a similar page.
  3. Enter your email address and complete the CAPTCHA, then click the Sign Up button.
  4. A further page will be displayed requesting a one-time passcode (OTP), which will have been emailed to you. Check your spam folder if your don't see it in your inbox.
  5. You will then be invited to create and confirm a password for your account.
  6. You will then see the above Sign In page again, where you can enter you credentials and access the portal.

Using the Portal

Following sign in you will land on the home page, which is an account summary.
Notes
Note: the  images below show detail relating to a test account and subscription with personal details redacted.


From here you can access the other sections (note, we do not use the estimates section)

Subscriptions

The subscriptions tab shows your Active Subscriptions and you can also use All Subscriptions using the tabs at the top of the page. Clicking on a subscription allows you to see the details, including charges and renewal date.



From the top right corner of the page you can:
  1. Access subscription invoices.
  2. Cancel the subscription.
  3. Change the payment card associated with the subscription.

Payment Card Updates

In the Subscriptions tab you can only change your card details to another pre-notified card.

To update card details prior to renewal contact support@woosage.com and we will send a link via email to a secure portal extension, where you can enter new card details that can be use for future payments. If they are to be used for subscription payments you must associate the card with the subscription in the Subscription tab.

If the card has expired at renewal (or the payment fails for any other reason) the subscription will continue to work for 3 more days (the dunning period), trying to take the payment each day.  During this period you can view the invoice and use the Pay Now button to add a new card, ticking the Save card for future payments checkbox.

If the invoice is not paid in the dunning period the subscription will cancel and the invoice will be void.  Do not pay the invoice via bank transfer as this cannot be associated with the subscription, so we will refund it and request you update the card details when we create a new subscription.

Alert
For security reasons, we do not store card details and the details are securely held with our subscription and payment service providers (Zoho & Stripe) and we are only able to view the last 4 digits of the cards number and its expiry date.

Invoices

This tab allows you to view, print, download and pay invoices. You can:
  1. View all invoices or just outstanding ones (these will only show if the subscription is in the dunning period) and clicking an invoice will view it. 
  2. Print or download an invoice from the top right of the invoice page
  3. Pay an invoice using the Pay Now button which will be displayed if the invoice is outstanding. Be sure to tick the Save card for future payments checkbox to associate the card for renewal payments.

Payments

Here you can see all payments made on your account. clicking on a payment will display the payment receipt, which can be printed or downloaded from the top right of the page.

Statements

This tab enables you to see a statement of your account with us.  The dropdowns in the top left allow you to select predefined or custom periods and filter the content to show all transactions or just outstanding ones. You can print or download the statement being viewed from the top right of the page.

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