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Unable to Locate the Billing Portal
**ISSUE** Unable to locate the Billing Portal **RESOLUTION** The Billing Portal for Rightworks Transaction Pro Online has been moved! We have recently made some changes to the interface that have changed the location of billing-related options. The articles below outline the tasks that would be performed in the Bi…
User Types for Rightworks Transaction Pro Online
**QUESTION** What are the user types/roles for the online version of Rightworks Transaction Pro? **RESOLUTION** In the online version of Transaction Pro, there are three user types/roles: 1. Owner: * The original user that setup the Transaction Pro subscription. * There is only one Owner user per subsc…
View and Download Billing Invoices from Transaction Pro Subscription
**QUESTION** How can the billing invoices from a Rightworks Transaction Pro subscription for QuickBooks Online be viewed and downloaded? **RESOLUTION** To access the billing invoices for a Transaction Pro subscription, the user will need to have Billing Admin Access. Click MANAGE for the subscription that you wish…
Update or Add Payment Method to Rightworks Transaction Pro Online Subscription
**QUESTION** How can the Payment Method on a Rightworks Transaction Pro subscription for QuickBooks Online be updated? **RESOLUTION** To change or update a payment method for a Transaction Pro Online subscription, the user will need to have Billing Admin Access. Click on MANAGE. Then click UPDATE PAYMENT METHOD. !…
Change Subscription Plan for Rightworks Transaction Pro Online
**QUESTION** How can a Rightworks Transaction Pro subscription for QuickBooks Online be changed to a different plan? **RESOLUTION** To change a Transaction Pro subscription to a different plan, the user will need to have Billing Admin Access. Before changing the subscription, it is best to edit the subscription na…
Cancel a Rightworks Transaction Pro Online Subscription
**QUESTION** How can a Rightworks Transaction Pro subscription for QuickBooks Online be canceled? **RESOLUTION** Before canceling a subscription, it is best to edit the subscription name to be unique to ensure that the correct subscription is being canceled, if this has not already been done. Only the Owner role ca…
