Account and Billing
This guide explains how we handle the administrative side of our partnership. We have separated this into two distinct areas: managing your Business Profile and managing your Financials.
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1. Account Management (Your Business Profile)
1. Account Management (Your Business Profile)
This section covers your legal entity, contact details, and registered address. Keeping this up to date ensures your contracts and invoices are valid.
Information We Hold
Information We Hold
To ensure our records match legal requirements and our contracts remain valid, we maintain the following details for your business. Please let us know if any of these change:
Business Identity: Trading Name, Legal Entity Name (if different), Company Registration Number, and VAT Number.
Contact Details: Primary Contact Person, Billing Email Address, and Phone Numbers.
Location: Registered Business Address and Physical/Trading Address (if different).
Digital Presence: Website URL and primary Social Media handles (for our portfolio/linking).
How to Update Your Information
How to Update Your Information
If you need to update any of the details listed above:
The Process: Please send an Official Email to [Your Email Address] with the new details.
Why Email? As per our Official Communication Policy, we need a written record of these changes to update your service agreements and tax records correctly. We cannot accept address changes via WhatsApp.
2. Billing & Financials (The Money Side)
2. Billing & Financials (The Money Side)
This section covers invoices, payment methods, and your transaction history.
The Client Billing Portal
The Client Billing Portal
We provide you with a secure, self-service Billing Portal. This is your personal dashboard for all financial interactions with Midpoint CGI. We use Stripe to ensure bank-grade security; we do not store your financial data on our servers.
What you can do here:
View Payment History: See a complete list of all past payments and dates.
Download Invoices: Get PDF copies of past invoices for your tax records.
Manage Subscriptions: View details of any active hosting or maintenance plans.
How to access it:
Via this Link: Billing Portal (bookmark it)
Via Email: Every invoice we send includes a secure link to manage your billing.
Updating Payment Methods (Cards/Banks)
Updating Payment Methods (Cards/Banks)
If you need to change the credit/debit card used for retainers or payments:
Security Rule: Please NEVER send credit card numbers via email or WhatsApp.
The Process: Always use the Client Billing Portal to update payment methods. This ensures your data is encrypted directly with our payment processor.
Payment Terms & Schedules
Payment Terms & Schedules
Deposits: Work on a project typically begins once the agreed deposit (usually 50%) has been cleared.
Final Balance: The final balance is due upon project completion, prior to the final release of high-resolution assets or website launch.
Retainers: Monthly services (like hosting or maintenance) are billed automatically via the method saved in your Billing Portal.
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