Viewing Account Payments and Receipts in SteepleMate
If you’re looking to view payment history, download receipts, or manage payment methods for your SteepleMate subscriptions and add-ons, this guide will walk you through the process.
Access Requirements: You must be logged in as a Super User or Administrator to access billing information.Viewing Your Account Information
- Log into SteepleMate: Use your Super User or Administrator credentials to sign in.
- Navigate to Account Info: From the left-hand navigation menu, select: Administration > Account Info
Overview of the Account Info Page
The Account Info page contains three key sections:
1. Account Balance
This section provides a summary of your current SteepleMate account balance.
- You’ll see whether your account is in good standing, has a credit, or has any outstanding charges.
- Receipts for payments (including subscriptions and add-ons) can be downloaded here for your records.
2. Transaction History
This is a detailed list of all payments made to or from your SteepleMate account.
You’ll find transactions related to:
- Your SteepleMate system subscription
- Kiosk subscriptions
- Add-ons, such as:
- Texting and phone numbers
- Website domains
Use this section to track payment activity over time.
3. Payment Methods
Here you can view and manage the payment methods linked to your account.
- Any card or bank account saved here can be used for manual payments.
- The default payment method is what SteepleMate uses for automatic renewals.
- To change your default, simply update the setting in this section.
Need Assistance?
If you have questions or run into issues, reach out to your Account Manager or contact SteepleMate Support.
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