Bills, plans and your card on file
The client portal's Billing page: what is outstanding, what each service plan costs and when it next bills, where invoices and quotes live, and how a card on file works.
Outstanding
What is currently unpaid across every invoice raised to your company. It moves when an invoice is paid, not when one is sent.
Paid
What has been settled. A shop that raises invoices in its accounting system will see this fill as payments are recorded there.
Active Plans
How many service plans are live on your account right now. It is the count behind the Service Plans tab beside it.
The three tabs
Service Plans is what you pay for every period, Invoices is what has been raised, Quotes is what is waiting on a decision. Each carries its own count.
One plan
Plans are grouped by kind. A Core plan is your main deal and you have one. Add-On plans cover extra work. License plans track software paid for per person. The chips on the right say how often the plan bills and which kind it is.
Inside a plan
Period and next bill
The period this plan is currently billing, and the date the next bill falls due. Clicking the plan is what opens this; the collapsed card shows only the name and how often it bills.
What is being charged
Each priced line with its rate and the count it is charged on, so a per-seat plan shows the seat count it was billed at rather than just a total.
The total
What this one plan comes to for the period. Add-ons and licences have their own cards with their own totals.
An invoice opened
The lines behind the number
Every line with its quantity, unit price and amount, so the total on the list can be read rather than taken on trust.
Print and Download PDF
A copy to file or to forward to whoever actually pays. There is no pay button here: this portal shows invoices, it does not take payment for them.
Quotes
The quote list
Every quote sent to your company, with its amount, status and expiry date. Draft means it is not with you yet; Sent is waiting on you; Converted became an invoice; Rejected was turned down. Accepting a quote happens on the link your IT provider emails you, not from this list.
Why it works this way
A card on file is a separate page, My Payment, and it appears in the left menu only when your IT provider has both saved their payment processor credentials and switched client card capture on. Until both are true there is no My Payment row, and going straight to the address lands you back on this Billing page rather than on an error.
When it is there, the job of that page is narrow on purpose: it saves a card so nobody has to email card details or read them down the phone. It shows each saved card's brand, last four digits and expiry, and no amount. There is no pay button and nothing is charged from the page. The card number itself never reaches this portal - the form is the payment processor's own secure frame, the number goes from the browser straight to them, and what is kept here is a pointer plus the brand, last four and expiry.
The text above the card form is the agreement, and it is worth reading before saving: it names who is being authorised, how the amount is set, how it ends, and what will show on the statement. Saving a card lets your IT provider charge it for the amount of each invoice as it comes due, until the card is removed or the service ends. Remove takes the card off at the processor straight away and ends that agreement with it, which means they can no longer charge it - if there is no other card on file, they will need another way to be paid.
Only the account owner, the primary contact and anyone with the Billing role can add or remove the company card. Everyone else sees what is on file and no buttons. If the page says there is no billing email on file, that address lives on your company record rather than on this page: the account owner or primary contact can set it, or your IT provider can.
Other ways to do this
Ask your IT provider for a copy
Every invoice on this page is the same record their accounting raised, so they can resend it by email from their side.
Questions this page answers
What are service plans?
A service plan is one of the IT packages you pay for. A Core plan is your main deal, and you have one. Add-On plans cover extra work. License plans track software you pay for per person. Each plan shows how often it bills, the next bill date, and its prices.
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