Update billing details and invoices

What you'll need

What the current plan unlocks is in View your plan.

Billing details

The Details tab is the legal and postal information printed on invoices.

1. Go to Administration → Billing and open Details.
2. Enter Legal company name, Billing email, and the billing contact's first and last name.
3. Enter Street address, optional Address line 2, City, and the region and postal fields for your deployment.
4. Add an optional Phone and tax identifier.
5. Select Save billing details.

Country is fixed for the deployment and cannot be changed. On the US stack the other labels are State, ZIP code, and Tax ID (EIN). Elsewhere they are County / region, Postcode, and Tax ID / VAT number.

Your organisation is already registered in the billing system at signup. Add the legal name and address so invoices can be generated. You can update these fields later.

If you opened /admin/billing?setup=required, saving returns you to Home.

Complete details after signup

Billing details are required. You have 15 days after signup, or after enforcement starts for an existing account, to complete them.

• During that window, the owner sees a reminder with a link to update billing details.
• After the deadline, the team can still sign in but cannot use the app until the owner saves Details.
• Non-owners are told the organisation owner must complete Administration → Billing.
• Owners are sent to Billing → Details until the form is saved.

Invoices

The Invoices tab lists invoices after a billing cycle has run. Each row shows Invoice #, Period, Date, Due, Assets, Amount, Balance, and Status.

Typical statuses include Draft, Sent, Viewed, Unpaid, Partially paid, Paid, Overdue, and Void.

From a row:

1. Select Download PDF to save the invoice.
2. Select View breakdown for usage by active register, inactive inspected, and site.
3. Select View & pay when a balance is due, and pay in the app.

Use Refresh if a recently issued invoice is missing. If the billing provider cannot be reached, the page keeps the last synced invoices and shows a warning. There are no invoices until the first cycle completes.

Pay any unpaid balance before you deactivate the organisation. Deactivation is blocked until that balance is clear.

Related articles

• View your plan
• Deactivate your organisation
• Organisation settings
• Manage your users