Settings > Billing is where vendors manage the credit card that pays for PartnerPage, see the upcoming charge, download invoices and export billing history. Billing belongs to organizations that run a directory; partner organizations don't see this page.
Who can do this: Admin role · Availability: all vendor organizations
Add or replace your credit card
To add or replace the card PartnerPage charges:
In the dashboard menu, under Settings, click Billing.
On the Default payment method card, click Add credit card or Replace credit card.
Enter the card details and your billing details: name, Company name, Billing email, address and, if you have one, Tax number.
Click Add credit card or Replace credit card.
The card shows on the Default payment method card. Card details go straight to Stripe, PartnerPage's payment provider, through a secure form. You can also change the card from Settings > Plans with Change payment method.
Update the company name or address on your invoices
The company name, billing email, address and tax number on your PartnerPage invoices are part of the card form. To change them, click Replace credit card in Settings > Billing and update those fields. To correct an invoice that has already been issued, contact PartnerPage support.
See your upcoming charge
The Bills section of Settings > Billing shows your next charge as Upcoming billing cycle with its dates and the Subscription charge. Click View details to open the upcoming invoice.
Download invoices
To download a PartnerPage invoice:
In Settings > Billing, under Recent bills, click View all billing history.
Find the bill. Use the views All, Paid, Failed, Processing, Refunded and Voided, or sort by date.
Click Download to get the invoice as a PDF.
Click a bill to open its page, titled Billing cycle with the date, which also has Download and Export CSV.
Export billing history as CSV
To export PartnerPage billing history, open Billing history and click Export CSV. Choose All billing history, Selected bills or Bills by date with a Start date and End date, then export.
View your statement of charges
The Statement of charges sums up your PartnerPage charges, including the subscription and any transaction fees. In Settings > Billing, click View statement of charges. Use Filter by date to pick a period and Export CSV to download it.
Authenticate a payment
Some banks ask you to approve a card payment, for example with 3-D Secure. When a payment needs your approval, Settings > Billing shows "Action required: Your payment needs to be authenticated".
To authenticate a PartnerPage payment:
In the banner, click click here to open the bills that need action.
Open the bill.
Click Authenticate payment. Your bank's authentication page opens.
Approve the payment with your bank.
When a payment fails
When a card payment fails, the bill shows "Payment collection is triggered again automatically": PartnerPage tries the payment again by itself. To avoid another failure, replace the card in Settings > Billing with Replace credit card.
What you can't do
Pay by bank transfer or other methods in the dashboard. Settings > Billing takes credit cards only. For other payment arrangements, contact PartnerPage support.
Cancel from this page. See Change or cancel your plan.