Review billing and invoices

Open Billing in Administration. Accounting, Operations, and Administrator can use the billing portal.

Choose the period

Choose Invoice Month when available. Billing Profile distinguishes Upcoming service month from Usage billed in arrears. Billing occurs on the 1st; service and usage months can differ. Billing Active means a card is on file, not that an invoice is paid.

Estimate versus final invoice

Current Invoice Preview shows estimated service and enabled usage charges. Monthly Service is based on billable enabled offices. Use Invoice History for the final invoice and payment status.

Open an invoice

In Invoice History, select Open or PDF beside the invoice. A dash means no link is available. For a disputed charge, provide the invoice identifier, period, and line item to support.

Change payment or billing details

Select Open Billing Portal in Billing Profile and complete the change there. Reload Billing after returning. If payment submission is uncertain, check its status before submitting again.

Related guides

• Get started with Administration
• Change settings and check office health
• Get and manage two-factor codes