Manage Purchases in Your CRM

Keeping track of subscriptions, course access, and past payments can get messy fast when everything lives in different places. This purchase management area helps you see everything in one spot, so it’s easier to stay organized, manage what you’re paying for, and quickly find the records you need.

📌 Why This Matters

As a small business owner, you need a simple way to check what you’ve bought, what you currently have access to, and what you’ve been charged. Having all of that in one place saves time, cuts down on confusion, and makes it easier to manage your business expenses and account access without digging through emails or multiple screens.

✨ What’s New

  • Communities Tab: View all of your free and paid community memberships in one organized area.
  • Courses Tab: See the courses you’ve purchased or enrolled in without having to search around your account.
  • Payment History Tab: Review past payments, check payment methods used, and download invoices when you need them for bookkeeping.
  • Membership Management: Leave a community or course directly from this page if it’s no longer relevant to your business.

🛠️ How to Use It

  1. Step 1: Go to your CRM homepage.
  2. Step 2: Open your profile menu.
  3. Step 3: Select Manage Purchases.
  4. Step 4: Use the tabs to review your communities, courses, and payment history.
  5. Step 5: Download invoices or leave memberships you no longer need.

💡 Pro Tip

Review this page once a month to catch unused memberships, keep expense records clean, and make sure every subscription you’re paying for still supports your revenue goals.

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