Overview
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Entry point: Main menu → Billing (only shown if your organization has the Account feature enabled).
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Single page with two sections: Billing Information and Invoices.
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Admin-only: this entire page is only visible to Admin-role members — regular Users are redirected away and don't see a Billing menu item at all.
1. Billing Information
Your organization's payment and billing address details:
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Default Payment Method* (required) — Offline Payment or Saved Payment Method
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Billing Address* (required — address autocomplete/search)
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Country* (required)
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State / Region / Territory* (required)
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City* (required)
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ZIP / Postcode* (required)
A Save Changes button appears once you've edited something — click it to update your billing details.
2. Invoices
A read-only table of all invoices issued to your organization:
- Columns: Issued On, Invoice ID, Amount Due, Amount Paid, Due Date, Status
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Status shown as an icon with a tooltip explaining details, e.g.:
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Overdue — shows how many days overdue
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Refunded — shows amount refunded, by whom, and when
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Voided — shows who voided it and when
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Scheduled — shows the scheduled date and who scheduled it
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Also: Draft, Unpaid, Partially Paid, Transferred
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Click the eye/View icon on any row to open the full invoice details:
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Invoice Number, Issue Date, Payment Terms, Due Date, Amount Due
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Invoice Period (e.g. "This Month (Prorated)", with the exact date range)
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Invoice Attachment — click to view/download the invoice file, if one was attached
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Amount Paid, Status
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This view is read-only — you can look up and download invoices here, but can't edit, dispute, or pay them from this screen.
General Notes
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Only Admin-role members can see and manage Billing — this keeps sensitive payment info restricted to your organization's account owner(s).
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Invoice amounts are shown in your organization's set currency.