How to Access and Review Your Payment History

Accessing and reviewing your payment history in the NowCerts Momentum platform is straightforward. This article will walk you through the process step-by-step, making it easy to view and download your payment receipts whenever needed.

Note: The ability to access payment history is only available for accounts on the New Pricing Plans. If you are on a Grandfathered Old Plan, this functionality is not accessible through your profile.


Step-by-Step Guide:

1. Navigate to the Billing Section

  • Log in to your NowCerts Momentum account.
  • Locate the navigation menu in the top-right corner of the dashboard under your agent or agency name.
  • From the dropdown menu, select "Subscription & Payments" to access your subscription details page.

2. Locate the Payment History

  • On the subscription details page, look for the "Payment History" link in the top-right corner.
  • Click on this link to open your payment history details.

 

3. Review the Payment History

  • On the payment history page, you will find:
    • A list of receipts for each transaction, available for download by clicking the receipt link.
    • The date, amount, and status of each payment.

By following these simple steps, you can quickly access your payment history and download receipts as needed.