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My Account Menu

My Account is a self-service portal for Clorofile customers/clients that allows them to:

  • View subscription status
  • Pay invoices
  • Update company profile
  • Create support tickets
  • Track referrals / affiliates

Access:
Log in as Client → Menu: My Account
or via URL: admin/setting/my_account

📊 MENU 1: OVERVIEW (DASHBOARD)

What Is It For?

Provides a quick summary of all important account information on a single page.

What Is Displayed?

A. Account Status

  • Subscription Plan: The currently active plan
    • Example: “Professional Plan” or “Enterprise Plan”
  • Status: Active / Suspended / Expired
  • Next Billing Date: The next scheduled billing date
    • Example: “Next billing: 01 Jan 2026”

B. Current Usage (If Applicable)

  • Users: Number of users used vs. allowed limit
    • Example: “5 / 10 users”
  • Storage: Storage usage
    • Example: “25 GB / 100 GB”
  • API Calls: API usage (if applicable)

C. Quick Actions

  • 🔘 [Upgrade Plan] – Upgrade to a higher plan
  • 🔘 [Pay Invoice] – Pay outstanding invoices
  • 🔘 [Contact Support] – Create a support ticket
  • 🔘 [View Invoices] – View all invoices

D. Recent Activity

Displays the 5 most recent account activities.

Examples:

  • “Invoice #2025-042 paid – 20 Dec 2025”
  • “Support ticket #124 resolved – 18 Dec 2025”
  • “Company details updated – 15 Dec 2025”

How It Works

  1. Log in
  2. Automatically redirected to Overview (default landing page)
  3. Review subscription status and usage
  4. Use quick action buttons as needed

When Is It Used?

  • Every time you log in (for a quick check)
  • To review subscription status
  • To check invoices that need to be paid

💳 MENU 2: BILLING

What Is It For?

Manage payment methods and subscription plans.

A. Payment Methods

View Saved Payment Methods

  • Credit Card (masked): **** **** **** 1234
  • Bank Account
  • E-wallet

Add a New Payment Method

  1. Click [+ Add Payment Method]
  2. Select payment type:
  3. Credit / Debit Card
  4. Bank Transfer
  5. E-wallet (GoPay, OVO, Dana)
  6. Enter payment details:
  7. Card Number
  8. Expiry Date (MM/YY)
  9. CVV
  10. Cardholder Name
  11. Set as Default (for auto-payment)
  12. Click [Save]

Remove a Payment Method

  • Click the [Delete] icon next to the payment method
  • Confirm deletion

Set Default Payment Method

  • Click [Set as Default]
  • This payment method will be used for automatic payments

B. Current Subscription

Displayed Information

  • Plan Name: “Roast Plan”
  • Price: IDR 490,000 / month
  • Billing Cycle: Monthly / Yearly
  • Next Billing Date: 01 Jan 2026
  • Auto-Renewal: ON / OFF

Available Actions

1. Upgrade Plan

  • Click [Upgrade Plan]
  • Select a higher-tier plan
  • Pay the prorated price difference
  • Upgrade becomes active immediately

2. Downgrade Plan

  • Click [Change Plan] → Select a lower plan
  • Downgrade takes effect in the next billing cycle
  • No refund for the remaining period

3. Cancel Subscription

  • Click [Cancel Subscription]
  • Enter a cancellation reason (survey)
  • Confirm cancellation
  • Access remains active until the end of the current billing period
  • Auto-renewal is turned OFF

4. Toggle Auto-Renewal

  • Switch ON / OFF for auto-renewal
  • ON: Automatic charge on the next billing date
  • OFF: Subscription expires if payment is not made manually

C. Billing History

  • Displays a table of all billing transactions

Filters

  • By Date Range
  • By Status (Paid / Unpaid)

How It Works

  1. Navigate to My Account → Billing
  2. Review your current subscription status
  3. Add a payment method (if none is available)
  4. Enable Auto-Renewal for convenience
  5. Upgrade or downgrade your plan as needed

When Is It Used?

  • Updating a credit card (expired or lost)
  • Upgrading or downgrading a subscription
  • Canceling a subscription
  • Enabling or disabling auto-payment

🏢 MENU 3: COMPANY DETAILS

What Is It For?

Update your company profile and contact information.

What Can Be Updated?

A. Company Information

Company Name (Required)

  • Official company name
  • Example: “Barlies Roasting Lab”

VAT Number / Tax ID (Optional)

  • Tax identification number (e.g., NPWP in Indonesia)
  • Required for tax invoices

Company Address (Required)

  • Address Line 1
  • Address Line 2
  • City
  • State / Province
  • Postal Code
  • Country

Company Phone

  • Company phone number
  • Format: +62 xxx xxxx xxxx

Company Email

  • Official company email (used for invoices)

Website (Optional)

  • Company website URL

B. Billing Contact

Billing Email (Required)

Billing Phone (Optional)

    • Contact number for billing inquiries

Billing Contact Name

    • Name of the billing contact person

C. Primary Contact

First Name & Last Name

    • Name of the primary user (admin account)

Email

    • Login email address

Phone

    • Personal phone number

How to Update Company Details

  1. Navigate to My Account → Company Details
  2. Click [Edit] on the field you want to update
  3. Update the information
  4. Click [Save Changes]

Confirmation Message:
“Company details updated successfully”

Automatic Invoice Updates

  • Updated company information will appear on future invoices
  • Past invoices remain unchanged (already finalized)

When Is It Used?

  • Company relocation or address change
  • Updating Tax ID / VAT number for compliance
  • Changing the billing email
  • Updating the billing contact person

Important Notes

  • ✅ Update details before the next billing cycle to ensure accurate invoices
  • ✅ Tax ID is required for tax invoices (Indonesia)
  • ⚠️ VAT Number validation applies (if enabled)

🧾 MENU 4: INVOICES

What Is It For?

View and download all invoices (both historical and current).

What Is Displayed?

    • Invoice list table

Status Legend

  • ✅ Paid: Invoice has been paid
  • ⏳ Unpaid: Invoice has not been paid (still within the due date)
  • ⚠️ Overdue: Past the due date (not yet paid)
  • ❌ Cancelled: Invoice has been cancelled

Filter Options

  • By Status: All / Paid / Unpaid / Overdue
  • By Date Range: Last 30 days / Last 3 months / Last year / Custom
  • Search: By invoice number

Actions per Invoice

1. View Invoice

Click [View]

Invoice Detail Display:

  • Invoice Number
  • Invoice Date
  • Due Date
  • Bill To: Company details
  • Items: Subscription plan and billing period
  • Subtotal, Tax, Total
  • Payment status

2. Download Invoice (PDF)

Click [Download]

  • Format: PDF
  • Filename: INV-2025-042_BarliesRoastingLab.pdf
  • Can be printed or emailed to the accounting team

PDF Content Includes:

  • Header: Company logo and company information
  • Invoice details
  • Line items (subscription breakdown)
  • Payment information (bank account or payment method)
  • Tax calculation (if VAT applies)
  • Footer: Terms and conditions

3. Pay Invoice (For Unpaid Invoices)

Click [Pay Now]

Select Payment Method:

  • Use default card (**** 1234)
  • Use another saved payment method
  • Add a new payment method

Click [Confirm Payment]

Processing…

    • ✅ Payment successful → Status changes to Paid

Available Payment Methods:

  • Credit / Debit Card (Stripe / Midtrans)
  • Bank Transfer (Manual – upload proof of transfer)
  • E-wallet (GoPay, OVO, Dana)

4. Payment Receipt (For Paid Invoices)

Paid invoices include a [View Receipt] link.

Receipt Content:

  • Payment date and time
  • Payment method
  • Transaction ID
  • Amount paid
  • Receipt number

Auto-Payment (When Auto-Renewal Is ON)

  • The system automatically generates an invoice (1 week before the due date)
  • Email notification: “New invoice available”
  • Automatic charge on the billing date using the default payment method

If successful:

    • Email: “Payment successful + Receipt”

If failed:

    • Email: “Payment failed – Please update your payment method”

How It Works

  1. Navigate to My Account → Invoices
  2. View the invoice list (sorted by date, newest first)
  3. Apply filters if needed (e.g., to find unpaid invoices)

Available Actions:

  • Download PDFs for accounting purposes
  • Pay unpaid invoices
  • View past invoices for reference

When Is It Used?

  • Checking unpaid invoices
  • Downloading invoices for accounting or tax reports
  • Verifying payment history
  • Printing invoices for reimbursement purposes

Tips

  • 💡 Set reminders 2–3 days before the due date
  • 💡 Enable auto-payment to avoid overdue invoices
  • 💡 Download all invoices at year-end for tax filing

🎧 MENU 5: SUPPORT

What Is It For?

Create and track support tickets for technical issues or inquiries.

What You Can Do

A. Create a New Ticket

Step 1: Click [Create Ticket]

Step 2: Complete the Ticket Form

1. Subject (Required)

  • Short title describing the issue
  • Example: “Cannot log in to account”

2. Department (Required)
Select a category:

  • 🔧 Technical Support (bugs, errors, system issues)
  • 💳 Billing Support (payments, invoices, subscriptions)
  • 📚 General Inquiry (general questions)
  • 🚀 Feature Request (new feature requests)

3. Priority (Required)

  • 🔴 High / Urgent: System down, unable to work
  • 🟡 Medium: Issue affecting workflow
  • 🟢 Low: General questions or minor issues

4. Message (Required)
Provide a detailed explanation:

  • What happened
  • Steps to reproduce the issue
  • Screenshots (attach if available)
  • Error messages (if any)

5. Attachments (Optional)

  • Upload screenshots or supporting files
  • Maximum: 5 files, 10 MB per file
  • Supported formats: PNG, JPG, PDF, DOC

Step 3: Submit

  • Click [Submit Ticket]
  • The system generates a Ticket ID (e.g., #12345)
  • An email confirmation is sent

B. View Ticket List

    • Tickets table displaying all submitted support tickets

Status Legend

  • 📝 Open: New ticket, not yet responded to
  • 🟡 In Progress: Support team is currently handling the issue
  • ⏸️ Waiting for Customer: Additional information is required from the customer
  • ✅ Resolved: Issue has been resolved
  • ❌ Closed: Ticket has been closed (resolved or no longer relevant)

Filters

  • By Status: All / Open / In Progress / Resolved
  • By Priority: All / High / Medium / Low
  • By Department

C. View & Reply to Ticket

Click Ticket #12345 to open the ticket detail view.

Ticket Information:

  • Ticket ID: #12345
  • Subject: Cannot log in
  • Status: In Progress
  • Priority: High
  • Department: Technical Support
  • Created: 24 Dec 2025, 10:00
  • Last Update: 24 Dec 2025, 12:00

Reply Box

  • Textarea for writing a reply
  • File attachment (optional)
  • [Send Reply] button

Actions

  • [Add Reply]: Send a new message
  • [Reopen Ticket]: Reopen the ticket if the issue is not yet resolved (for resolved tickets)
  • [Close Ticket]: Mark the ticket as closed (if you are satisfied with the resolution)

D. Knowledge Base (Help Center)

Quick Links

  • 📖 Getting Started Guide
  • ❓ FAQs (Frequently Asked Questions)
  • 🎥 Video Tutorials
  • 📚 Documentation

Search Knowledge Base

  • Enter a keyword
  • The system displays relevant articles
  • Self-service solution (recommended before creating a support ticket)

How It Works

  • Menu: My Account → Support
  • Option A: Search the Knowledge Base first (faster self-resolution)
  • Option B: Create a support ticket (if the issue is not found in the Knowledge Base)
  • Fill in the form → Submit
  • Wait for a response (email notification will be sent)
  • Reply via the portal or email
  • Mark the ticket as resolved once the issue is solved

Response Time (SLA)

  • 🔴 High Priority: Response within 2 hours (business hours)
  • 🟡 Medium Priority: Response within 8 hours
  • 🟢 Low Priority: Response within 24 hours

Email Notifications

  • ✉️ Ticket creation confirmation
  • ✉️ New reply from support
  • ✉️ Ticket status update
  • ✉️ Ticket resolved notification

When to Use Support

  • Technical issues (errors, bugs, system downtime)
  • Billing questions (invoices, payment issues)
  • Account problems (login or access issues)
  • Feature requests
  • General inquiries

Tips

  • 💡 Search the Knowledge Base before creating a ticket (faster resolution)
  • 💡 Provide screenshots or error messages (easier troubleshooting)
  • 💡 Be specific (avoid vague messages like “it doesn’t work”)
  • 💡 Check your spam folder for support replies

💰 MENU 6: AFFILIATE (REFERRAL PROGRAM)

What Is It For?

Earn commissions by referring Clorofile to other customers.

How the Affiliate Program Works

Simple Flow:

  1. You share your referral link
  2. Your friend signs up using your link
  3. Your friend subscribes and makes a payment
  4. You earn a commission
  5. Withdraw earnings once the minimum payout is reached

Affiliate Dashboard

1. Affiliate Statistics

  • Total Earnings:
    IDR 5,000,000 (lifetime earnings)

  • Current Balance:
    IDR 1,250,000 (available for withdrawal)

  • Pending Commission:
    IDR 750,000 (from referrals that have not yet completed 30 days)

  • Total Referrals:
    25 people (signed up via your referral link)

  • Active Subscriptions:
    18 people (currently subscribed)

  • Conversion Rate:
    72% (18 out of 25 became paying customers)

2. Your Referral Link

Share Your Link Via

  • 📧 Email (copy link)
  • 💬 WhatsApp (share button)
  • 📘 Facebook (share button)
  • 🔗 LinkedIn (share button)
  • 📋 Copy Link

QR Code

  • Download the QR code for printing or sharing
  • Scan the QR code → Redirects directly to the signup page with your referral code

3. Commission Structure

    • Standard Commission:
      % of subscription payments (recurring)

Commission Period:

  • Recurring: Earn commission every month while the referral stays subscribed
  • Lifetime: Unlimited (as long as the referral does not cancel)

Minimum Payout:

    • IDR 500,000

Payment Schedule:

  • Payouts processed on the 1st of each month
  • Funds are auto-transferred to your bank account or held in your balance

6. Withdraw Earnings

Step 1: Check Balance

  • Current Balance: IDR 1,250,000
  • Minimum Payout: IDR 500,000 ✅

Step 2: Request Payout

  • Click [Request Payout]
  • Amount: IDR 1,250,000 (or a custom amount)
  • Payout Method:
  • 🏦 Bank Transfer (Indonesia)
  • 💳 PayPal (International)
  • 💰 Credit to Account Balance (for subscription payments)

Step 3: Enter Bank Details

    • Bank Name: BCA

    • Account Number: 1234567890

    • Account Name: Clorofile

Step 4: Submit

  • Click [Submit Request]
  • Processing time: 3–5 business days
  • Email notification sent once the transfer is completed

Terms & Conditions

Rules

  • ❌ No self-referrals
  • ❌ No spam (do not spam referral links in forums or groups)
  • ❌ No fake signups (fraud detection is enforced)
  • ✅ Honest and genuine recommendations only

Commission Reversal

  • If a referral requests a refund or chargeback → Commission is reversed
  • If a referral cancels within 30 days → No commission earned

Practical Workflow

  • Menu: My Account → Affiliate
  • Copy your referral link
  • Share it with your network via:
    • Personal email
    • WhatsApp groups
    • Social media posts
    • Website or blog (if applicable)
  • Track signups via the dashboard
  • Earn commission each time your referral pays their subscription
  • Withdraw earnings once the balance reaches IDR 500,000

When to Use the Affiliate Program

  • You have a network relevant to Clorofile (coffee roasters, café owners)
  • You want to earn passive income
  • You are satisfied with Clorofile and want to recommend it naturally
  • You have an audience or followers in the coffee industry

Best Practices

  • 💡 Share your real experience with Clorofile (authentic stories convert better)
  • 💡 Target the right audience (coffee businesses, not random users)
  • 💡 Provide value (tips, tutorials, insights—not just a referral link)
  • 💡 Follow up with referrals to help them onboard successfully

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