Billing
How do I pay an invoice?
How to Pay an Invoice in FirmRoom If your account has billing access, you can pay invoices in the DealRoom platform. To proceed, follow these steps: Navigate to the Settings option at the top. Choose Billing from the left-side menu. On the billing screen, yFew readersHow do I set up automatic payments?
How to Set Up Automatic Payments If your account has billing access, you can view billing information in the DealRoom platform. With this, you can access invoices and set up automatic payments. To proceed, follow these steps: Navigate to the Settings option at the top. Choose Billing from the left-side menu. On the billing screen, you'll find details about your existingFew readersHow do I get a receipt for an invoice?
How to Get Receipts for Invoices If your account has billing access, you have the option to access receipts for invoices in the DealRoom platform. To proceed, follow these steps: Navigate to the Settings option at the top. Choose Billing from the left-side menu. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2024-01-04-at-946131mebf8h.pnFew readersHow do I change the account billing email?
How to Change the Account Billing Email If there's a need to update the billing email address for receiving invoices, the process is quick and straightforward. Just send an email to billing@dealroom.net, specifying the requested change. Our team will promptly handle the update for you. If you have any questions or concerns, please don't hesitate to reach out to our support team!Few readers
How do I set up two-factor authentication?
How to Set Up Two-Factor Authentication Enhancing the security of your DealRoom account is crucial, and enabling two-factor authentication (2FA) adds an extra layer of protection to your confidential information. Follow this guide to set up 2FA and ensure your account's safety.Some readersHow do I adjust my email notifications?
How to Adjust Email Notifications in DealRoom DealRoom allows you to easily personalize the frequency and content of your email notifications. Follow these steps to customize your email notifications: Click on your User profile located in the bottom-left corner of your screen. It should display your picture and name. If you don't see your User Profile, please try zooming out! (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2023-05-16-at-1242418gqnFew readersHow do I reset my password?
Resetting Your Password To begin the password reset process, follow these steps: From the DealRoom login page, locate and click Forgot password?. A new page will appear. Enter your email address into the box provided. Click Request reset link.Few readersHow do I cancel my account or subscription?
How to Cancel Your Subscription If you're considering canceling your subscription and room, follow these steps based on your plan: Single Room Plans Go to the Settings tab at the top. Select General from the left menu. Scroll down until you see the Delete Room button.Few readers