Customer add-ons use the pay-as-you-go system, which allows you to offer benefits to your customers and only pay for them once they have activated them.
Every month, an invoice is generated for all customer add-ons in use, separately from your nBanks plan.
Once you have invited your customer, the nBanks system automatically sends them an email in which it presents the nBanks services and invites them to enter the Platform in order to use the services you provide.
When you receive an invitation from a client to join your Portfolio, you are automatically notified in the Client area, where you can accept or decline the invitation.
If the customer does not have access to the basic nBanks functionalities, it is necessary to provide them with additional modules in order to enable information sharing as such.
The customer is shown the additional Module with the gray sign once they have an nBanks Plan that includes the functionalities shown in the respective Modules. As such, you will not need to provide this customer with additional Modules to manage them in their Portfolio.
The blue sign indicates a customer who has already been invited to access their Portfolio (with the selected Additional Modules they have provided), but has not yet used any of these services on the nBanks platform.
Customers under these conditions do not yet contribute to your current month's bill.
The green sign indicates that your customer has already used the Additional Modules provided by you on the nBanks platform, and as such they are already included in the current month's billing.
This sign indicates that the Additional Module of the customer in question has been canceled for the month. As the services were used during the current month, they will still be included in the corresponding invoice and will be excluded from subsequent invoices.
The "Estimated value" corresponds to the aggregate value of all the additional modules selected. As you only pay for modules that are in use, this value corresponds to the maximum amount you will pay when the respective customers start using the modules.
This corresponds to the amount to be charged for all the additional Modules in use by your customers this month. This amount will be added to the monthly invoice for your nBanks subscription.
If your customer does not have any Additional Module selected with one of the possible signs, it means that they have an nBanks Plan that is blocked for a specific reason.
Please contact this customer so that they can clarify the issue.
When you cancel a customer's Additional Module, two scenarios can occur:
-If the Additional Module is in use, it will be suspended immediately and will show red, indicating that it will no longer be included in the following month's bill.
-If the Additional Module is available (blue sign), it will be suspended immediately, free of charge, as it has not been used by the customer.
