Billing setups are groups of sub-manager accounts with the same invoice settings. Billing setups contain payment information and details used to generate and deliver invoices.
From the manager account, click the 'tools and settings' icon to find your billing setups. See the status of setups, country and currency from the table on the billing setups tab.
Before you begin
- Billing setups are always linked to a payments profile. You need Admin permissions before editing billing setups. If you need help with billing access, contact the account admin or support.
- If you don’t have permissions to edit the Payment Centre, you’ll only be able to view payments profiles.
If you need to create a billing setup, contact customer support.
In each billing setup you can:
- Select who receives which sub-manager account invoices.
- Choose the method of invoice delivery.
- See linked payments profiles and users.
- Opt to receive just one invoice per billing setup or per purchase order number.
Sub-manager accounts that share the same PO number receive a common separate invoice. Contact support to activate this grouping option for invoices and confirm invoice preferences.