Making a Credit Card Payment

Making a Credit Card Payment

1.0 Introduction

This document outlines how to use a credit card to make Borealis subscription payments via the user interface. It explains who can make credit card payments, what items require payment, how to view invoices and subscription details and what happens at renewal.
 
Notes:
  1. When a new system is initially setup it will be in a 'Setup Period' for 30 days. You will have full use and functionality of the system during this time. If the Borealis subscription is paid within the setup period then the system will become fully active. If no payment is made within the 30 day setup period then the system will become suspended and will no longer be functional.
  2. Each system is active for a 12 month period from the date the system was setup.
  3. The credit card must be registered to the same country that the Borealis account is registered to. For example; if the credit card is registered in the US the Borealis account must also be registered in the US.
  4. The credit card payment option is only currently available to customers located in the United States and Canada.

2.0 Who Can Make Credit Card Payments?

Only System Owners have access to subscription information and have the ability to make payments. System Owners, by default will also receive invoices and payment notifications via e-mail, however other billing and invoice e-mail recipients can also be added.


3.0 Making a Credit Card Payment

The following steps explain how a System Owner can make a Borealis subscription payment using a credit card:
  1. Add hardware or enable a chargeable feature. The items will automatically be added to the shopping cart.
  2. Click the shopping cart icon located in the upper-right of the user interface. The number next to the icon indicates how many items are due payment.


  3. A summary of the amount due will be displayed.
  4. Read and confirm the notification that appears.
  5. Place a check mark to confirm the reseller agreement.
  6. Click the CHECKOUT button on the right side of the screen.
  7. Click on the NEW PAYMENT button.



  8. The credit card payment form will appear.



  9. Enter the full credit card number, the card expiry date and the security number on the back of the card (CVV).
  10. Enter the ZIP/Postal code ensuring it matches the ZIP/Postal code that the card is registered to.
  11. Select Enable Auto Renewal if you wish this card to be charged at the renewal date.
  12. You will see that Save Card is enabled by default. This will allow the card to be used for future payments by selecting Existing Payment - so the card details will not need to be entered again.
  13. Check the box to confirm you are not a robot.
  14. Click the SUBMIT button.
  15. The card payment will be processed.

    Notes
    IMPORTANT NOTE: For your security, we do not store your credit card details. We use Heartland Payment Systems, a trusted and secure payment processor, to handle all credit card transactions. We only store a secure token that is provided by Heartland after a valid credit card transaction.

4.0 Subscription Invoicing

Once a payment has been made, the account owner will receive an email with a link to where they can download the invoice. For security purposes the invoice is not sent as an attachment. The system owner can also add additional e-mail recipients via the Subscription menu item and then clicking on Subscription Emails - these e-mail recipients will also receive invoice emails.

Note: Additional e-mail recipients do not need to be registered as Borealis operators.

  1. From the Borealis main menu, click on Subscription.



  2. The Subscription screen will appear displaying details about features and devices which are enabled on your system.
  3. Click on the Billing History tab.



  4. The Billing History section has a list of all recent invoices generated by Borealis.



  5. Click on one of the invoice entries to download the invoice.

5.0 Payment and Renewal Notifications

There are various e-mails which will be automatically sent to the System Owner regarding the status of the system, upcoming renewal details and changes related to system operators - a summary of these e-mail notifications areas follows:
  1. Price Model Changed - e-mail to inform you that the Price Model for System {currentTenant.DisplayName} has been changed.
  2. Invoice Created - e-mail to inform you that an invoice has been created. The System Owner will receive this e-mail when a subscription payment has been made.
  3. Billing Notice - email to inform you that the system subscription is due and payment should be made before the renewal date.
  4. Subscription Due - 30 Days - e-mail to inform you that the system subscription is due in 30 days.
  5. Subscription spend limit reached - email to inform you that the total invoice amount for the recent time period has been up to or has exceeded the spending limit
  6. Subscription CANCELLED - email to inform you that the system has been cancelled as payment has not been made.
  7. Subscription REACTIVATED - email to inform you that a cancelled system has been re-activated as payment has been made.
  8. Subscription Setup Period Expired - Hubs are now suspended - email to inform you that no payment has been made within the setup period and the subscription status is now 'Not Active'.
  9. Transaction failure - email to inform you that a subscription payment has failed - for example if the card saved is no longer valid and the renewal payment could not be processed.

6.0 What Happens at Renewal?

6.1 Auto-Renewal

When making a credit card payment you have the option of using the payment card for the renewal payment. If you make a second payment using a different card you can then select if the second card will be used for the renewal payment. If you have multiple cards saved in the user interface, go to Subscriptions >> Payment Cards - you can then use the card's Action menu to select which card will be used at renewal.

6.2 Edit Auto Renewal

You can also disable the auto-renew setting via the Subscription details screen.
  1. Click on Subscriptions from the main menu.
  2. The Subscriptions details will appear.
  3. Click the EDIT AUTO-RENEWAL button.



  4. Toggle the option to Off.



  5. Click the SUBMIT button and the system will not now automatically renew.


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