Additional Modules FAQs
Learn more about Additional Modules for Clients by reviewing the most frequently asked questions by nBanks clients.
- How does payment for these additional Modules work?
Client additional Modules use a pay-as-you-go system, which allows you to offer benefits to your clients and only pay after they are activated by them.
Every month, an aggregated invoice for all client additional Modules in use is generated, separately from your nBanks plan.
- What happens after I send the invitation to my client?
After you invite your client, the nBanks system automatically sends an email to them presenting the nBanks services and inviting them to access the Platform to use the services you provide.
- What happens when a client requests to join the Portfolio?
Upon receiving an invitation from a client to join your Portfolio, you are automatically notified in the Clients area, where you can accept or decline the invitation.
If the client does not have access to basic nBanks functionalities, you must provide them with additional modules to activate information sharing with them.
What does the gray “Has nBanks Plan” signal mean?
The client shows the additional Module with the gray signal from the moment they have an nBanks Plan that includes the functionalities presented in the respective Modules. As such, you will not need to provide this client with additional Modules to manage them in your Portfolio.
- What does the blue “Made Available” signal mean?
The blue signal indicates a client who has already been invited to access your Portfolio (with the respective selected additional Modules you provided), but has not yet used any of these services on the nBanks platform.
Clients under these conditions do not yet contribute to your current month's billing.
- What does the green “In Use” signal mean?
The green signal indicates that your client has already used the additional Modules you provided on the nBanks platform, and as such is already included in the current month's billing.
- What does the red “Canceled” signal mean?
This signal indicates that the client's additional Module in question was canceled during this month. As the services were used during the current month, they will still be included in the corresponding billing, being excluded from subsequent billings.
- What does “Estimated value” mean?
The “Estimated value” corresponds to the aggregated value of all selected additional modules. As you only pay for the modules that are in use, this value corresponds to the maximum value you will pay when the respective clients start using the modules.
- What does “Value to be billed” mean?
This corresponds to the amount to be charged for all additional Modules in use by your clients this month. This amount will be added to the monthly invoice for your nBanks subscription.
- Why doesn't my client show any selected additional Module?
If your client does not show any selected additional Module with one of the possible signals, it means that they have an nBanks Plan that is blocked for some specific reason.
Contact this client so that they can clarify the issue.
- What happens when I cancel an additional Module of a client that is in use?
When you cancel a client's additional Module, two scenarios can occur:
-If the additional Module is in use, it will be suspended immediately, and will show the red signal, which indicates that it will no longer be accounted for in the next month's invoice.
-If the additional Module is made available (blue signal), it will be suspended immediately, without additional costs, as it has not been used by the client.