Billing on Documentation

My Account

Mon, 01 Jan 0001 00:00:00 +0000

The My account tab shows your organization’s private billing account — the account created automatically when your customer account was set up. Here you can review your balance and the full transaction history.

Open Billing in the sidebar, then select the My account tab.

Accessing My Account

Sign in with a Customer administrator account.
Click Billing in the sidebar.
Select the My account tab (selected by default).

Balance summary

At the top of the page, a summary card shows three values:

Shareable Accounts

Mon, 01 Jan 0001 00:00:00 +0000

The Shareable accounts tab lets Customer administrators create and manage billing accounts that are shared with other customer organizations. Use shareable accounts when multiple linked organizations should draw from the same balance.

The Shareable accounts tab appears under Billing when your organization has shared billing enabled, or when you already own at least one shareable account.

Prerequisites

Before you can create a shareable account, staff must complete two steps on your customer record:

Shared Accounts

Mon, 01 Jan 0001 00:00:00 +0000

The Shared accounts tab lists billing accounts that other customer organizations have shared with your organization. You can use these accounts when submitting applications.

The Shared accounts tab appears under Billing when at least one other organization has shared a billing account with you.

Accessing Shared Accounts

Sign in with a Customer administrator account.
Click Billing in the sidebar.
Select the Shared accounts tab.

Shared accounts list

Table columns

Column	Description
Title	Account name set by the owning organization. Sortable
Shared by	Organization that owns and shared the account. Sortable
Available amount	Funds available on the account for new applications
Actions	Row menu

Row actions

Action	Description
View	Opens the account transaction ledger

Using a shared account

When submitting an application (on-request, scheduled, or ongoing), you can select a shared billing account in the billing step if it belongs to an organization that has shared it with you. If the account has Negative balance allowed enabled, it is shown as *Negative balance allowed next to the available amount — see My account for what this means.

Invoice Documents

Mon, 01 Jan 0001 00:00:00 +0000

The Invoice documents tab lets Customer administrators view finalized billing documents for their organization. These documents group withdrawal and credit transactions and represent billing that has been processed.

The Invoice documents tab appears under Billing in the tab navigation.

Customer administrators can view finalized invoice documents only.

Accessing Invoice Documents

Sign in with a Customer administrator account.
Click Billing in the sidebar.
Select the Invoice documents tab.

What you see

The list shows only Invoiced (finalized) documents for your organization.