🏢 Company View

Billing

The Billing menu in Company View is where a company's subscription to the platform itself is managed: the Plans page shows the plans a company can subscribe to (and, for resellers, assigns plans to their stores), while the Invoices page lists the billing invoices raised under those subscriptions. Access to Company View billing is restricted to platform (super) administrators, reseller administrators and partner administrators.

Plans#

Open Billing → Plans and select a company; until you do, the page shows "Select a company to view available plans." What appears next depends on the kind of company selected.

Plans for an individual company#

For a standalone company the page shows a card for each available plan. Every card displays:

• The plan's name and a tag with its tier, alongside the price per billing period (for example per month) and an optional description.
• An Included list — the features that come with the plan, with any usage limits (for example a number of uses per month).
• An Add-ons list — optional features that can be added for an extra price.

The company's current plan is highlighted with a green Active tag and a disabled Current plan button. Every other plan has a Select button. If no plans have been set up you'll see "No plans are available for this company."

Subscribing to a plan#

Clicking Select opens the Confirm subscription window, which asks "Subscribe to [plan]? You can add a payment method next." If the plan has add-ons, tick the ones to include (each shows its extra monthly price). Confirm with Subscribe or back out with Cancel. After subscribing, the window switches to the Add payment method step: "Subscription created. Attach a payment method to start billing, or skip and add it later." Enter card details there, or click Skip for now and add the payment method another time.

Plans for resellers and their stores#

If the selected company is a reseller (or one of a reseller's stores), the page instead manages plans for all of that reseller's stores in one table:

Column What it shows

Store Each store belonging to the reseller, with its ID.

Plan A Select a plan dropdown listing the plans in the reseller's catalog, each with its tier and price.

Column What it shows

(action) An Assign button for stores without a subscription, or Update for stores that already have one.

Assigning or updating opens the Choose add-ons window — "Select the add-ons to include with [plan] for [store]." — where optional extras can be ticked before confirming. Above the table, a Payment method card shows the card on file for the reseller agreement (brand, Name, Last 4 and Exp), with a Set up reseller payment button — or Update Payment Method once one is configured. As the page notes, "One payment method on the reseller agreement covers every store below." Next to it you'll see the next scheduled charge date ("Next charge: [date]") or "Auto-pay not set up yet". If the reseller has no plan catalog yet, a warning appears: "No active catalog for this reseller — create one in Plan Catalogs to assign plans."

Invoices#

Open Billing → Invoices to review the billing invoices issued for a company's subscription. Select a company first; otherwise the page shows "Select a company to view its billing invoices." The invoice list has these columns:

Where an online copy of the invoice is available, a View link at the end of the row opens it in a new browser tab.