Users on a trial subscription can get a live quote to upgrade their subscription in the eftsure portal.
1. The upgrade subscription option can be accessed from the subscription information tab or by selecting "Your Company Name > Upgrade Subscription" found at the top right of the screen.
2. Enter your company's total annual expenditure, including CAPEX, for a live quote and click "Get Quote"
3. The quoted fee, as well the offer details will be display. Tick the checkbox once you have read the terms of service, privacy statement and offer details and click upgrade subscription to continue.
(Note: It is important to read the terms of service and privacy statement before proceeding)
4. Payment Method
eftsure makes use of a debit order payment processing solution to collect quoted service fees. In order to activate this monthly debit order, a Monthly Debit Order Mandate form needs to be completed by a company representative with the authority to electronically sign approval on behalf of the company.
Complete Monthly Debit Order Mandate form fields and select submit.
(Note: The subscription will remain as trial until an eftsure representative has reviewed and approved the upgrade. The status of the subscription is recorded under subscription type found in the subscription information tab)