Plans and billing

How do I understand a trial status in LOXA?

Open Billing and review the status and trial dates. The remaining trial state is clear.

LOXA Plans and billing screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Plans and billing workflow in your LOXA role.
  • Have trial start and end information ready before you begin.

Step by step

  1. Sign in to LOXA and open Plans and billing.

  2. Open Billing and review the status and trial dates

  3. Enter or review trial start and end information.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the remaining trial state is clear.

What should happen

The remaining trial state is clear.

Open this workflow in LOXA