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No access to billing account

Forum|Forum|2 years ago
February 28, 2024
6 replies
200 views

The employee who used to take care of DocuSign bills is no longer with the company and we do not have access to her DocuSign account to check our billing information and update payment methods. Is there anyway I can take over the billing matters?

Best answer by Christopher.Alpizar

Hi @cooker,

I hope you are doing well.

Are you experiencing an error message?

Please try the below troubleshooting:

Clear cache/cookies
Try a different browser(s)
Try an Incognito window
Try a different device
Try a different Internet network, such as on a mobile device using data with Wi-Fi disabled.
Try using VPN, or if on one already, disconnect from VPN and try again

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

Christopher.Alpizar

Docusign Employee

Hello @DCDCDC,

Thank you for reaching out here in the DocuSign Community.

I apologize for the inconvenience, I know the importance of the billing information available. I understand that the user that handles the billing information left the company and you want to transfer that role to another user.

If you do not need to have access to the account you can transfer the user by changing the email, however, it would also mean that you will not have any authority over the account.

To confirm was that user using a personal email? or a company email?

Was that user the only admin of the account?

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

Christopher.Alpizar

Docusign Employee

Hi @DCDCDC ,

I hope you are doing well.

I would like to confirm if you need further assistance with this, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

cooker

Newcomer

I cannot get into billing information to change my method of payment. Help

C

Christopher.Alpizar

Answer

Docusign Employee

Hi @cooker,

I hope you are doing well.

Are you experiencing an error message?

Please try the below troubleshooting:

Clear cache/cookies
Try a different browser(s)
Try an Incognito window
Try a different device
Try a different Internet network, such as on a mobile device using data with Wi-Fi disabled.
Try using VPN, or if on one already, disconnect from VPN and try again

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

Christopher.Alpizar

Docusign Employee

Hi @cooker,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

B

bcw007

Newcomer

this thread is an example of why one would switch to another service provider, the fully digital bot completely disregards the question/problem

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.