What to do
Step by step.
- Partner home, Billing. Owner only.
- Next invoice lists every account at its plan as of today, plus any prospect scans beyond five this month.
- Add or change your payment method from the same page. Card or bank.
- Invoices and receipts are listed below with a download for each.
Billing is one page and one date. Everything you run is counted on the 1st, and the page shows next month's invoice before it goes out so nothing on it is a surprise.
How to read it
What the screen is telling you.
- Billing is anchored to the 1st. An account added mid-month is counted from the next 1st. An account removed is counted through the end of its month.
- Your own agency's account is not on the invoice once you run five client accounts.
- Your rates are on this page and nowhere a Team member or a client can see.
Questions
People ask.
- A client's plan changed on the 15th. What happens?
- The new plan is counted from the next 1st. The account itself changes at once.
- Who gets the invoice email?
- The Owner on file. Change it from Billing.