Within your Billiyo account see your plan details, update your payment information and review your billing history.
Table of Contents
Quick Notes
Accessing Your Billing Summary Information
View Your Subscription Information
Review and Update Your Payment Information
Review Your Billing History
Quick Notes
- Billiyo subscriptions are billed based on the total number of clients that are active during a billing cycle.
- Billiyo works with a 3rd party ACH authentication service to protect your banking information. We do not have access to your bank account nor the information you provide.
Accessing Your Billing Summary Information
To see your plan details, update your payment information and review your billing history, in the left menu navigate to:
More > Company > Your Billing Summary
View Your Subscription Information
Within the current plan section, that appears in the top left of the your billing summary page, you'll find details about your Billiyo subscription.
The information you'll find here includes your current plan, price per active client and the date that your subscription renews.
Review and Update Your Payment Information
Within the payment method section, located in the top right corner of this page, you can see the current payment method that you have on file.
Additionally, in this section, you can update your payment information.
To update your payment information, click on the that appears next to the payment method heading. On the pop-up that appears, click on the circle next to the input option you'd like to use:
- Bank → You'll be directed to PLAID to log into your bank account.
- Credit or debit card → You'll enter your card number, expiration date and CVC code.
Once you've gone through the PLAID prompts or entered your card information, click on the button that corresponds with what you are doing:
Add Bank Using PLAID | This is the first time you are entering payment information electronically in Billiyo. |
Update Bank Account Details Using Plaid | You have used PLAID to enter your payment information in Billiyo before or have entered your card details on this screen before. |
Add Card | This is the first time you are entering payment information electronically in Billiyo. |
Update Payment Details | You have entered your card details on this screen before or have used PLAID to enter your payment information in Billiyo before. |
If you had opted for manual payment entry previously, you would be entering your payment information electronically for the first time and would use either the Add Bank Using PLAID or Add Card buttons.
Review Your Billing History
At the bottom of the your billing summary page, in the billing history section, is where you'll find your billing history.
Each table line represents a payment invoice, and within the lines you can find more information about each.
If you'd like to review the number of clients that were active each day in your billing cycle, click on the under the Metered Usage column.
Upon doing so, a pop-up will appear that looks similar to this:
If you'd like to review and download your invoice, click on the at the end of the table line.
Upon doing so, a pop-up will appear that looks similar to this:
Click on the button to download the invoice to your device.