Members Portal - Billing

Author: Blago

Last Updated: March 14, 2023 15:43

Introduction

In the billing section of the members portal, you'll be able to find all of the information that relates to how and what you're being billed for.

If you're part of a company and a billing person in said company, all of the sections (except Credits) can have two tabs each:

Company
Personal

If you're part of a company, but you're not a billing person; or you're not affiliated with any company, then you won't be able to see the separate tabs. You'll always be viewing your personal data.

Payment Details

In this section, you'll be able to find all of your and your company's bank accounts and credit/debit cards that you've recorded.

You'll have the option to add new ones or remove existing ones, and to edit your billing details. If your billing details are different from your registered address and you'd like to record them as well, use the checkbox at the bottom of the page.

Note: The top address is the registered address, while the bottom address is the billing address.

Invoices

Here, you'll be able to find all the invoices that were issued to you or your company. If an invoice hasn't been paid yet, there will be a Pay button next to it. It will allow you to pay the invoice using one of the payment details you've recorded.

If you haven't recorded your payment details yet, click the Pay button and a new window will appear where you can enter your details. You can also view various information about your invoice in this section and you'll also be able to download it in .pdf format.

The date filters will always be set to the current month. Should you wish to see past or future invoices, you can change the dates.

Membership

In this section, you'll be able to see all memberships that are currently assigned either to you or your company.
Past memberships that are expired or terminated will be present here as well.

You can also view your day passes here - how many you've used and how many you've got remaining.
You can find more information about what they are and what you can do with them.

Note: Day passes can't be personal. If passes are assigned to a company/member within that company, they will be shared by everyone associated with that company.

One-off Fees

In the one-off section, you can view all singular charges that were issued to you. These can be booking fees, setup fees, catering fees, etc.

As with the invoices section, there's also a date filter. Additionally, there's a search box. You can use the search function to look for a fee with a specific name.

Credits

In this section, you can view all of the different credits that are assigned to you or your company.

There are two types of credits:

Personal hourly credits will be added in the members portal when viewing this section. For example, if you have 10 personal hourly credits and your company has another 5 hourly credits, you'll be able to see a total of 15 hourly credits in this section.

Note: Coins cannot be personal. They're always associated with your company if you're part of one.