Billing Module
Updated 2 years ago
by
Kelly
Flourish now has a Billing Module to easily manage your Flourish Billing!
Overview
Log in to Flourish Software at app.flourishsoftware.com, click the arrow by your name in the top right corner, and choose Manage Settings.
Alternatively to navigate to the https://app.flourishsoftware.com/admin/billing/view.
There should be a tab on the left menu called Billing. Currently someone has to be designated as the "Billing Admin". This is done during implementation, however if you would like an additional user to be added as a billing admin, simply send us a ticket requesting, or the current Billing Admin can add additional contacts in the "Contacts" field within the module.
The Billing Module has the ability to:
- Edit Billing Details
- See all active subscriptions
- Update Payment Methods
- Set Payment Configurations
- Add Billing Contacts
- Review Invoices and Credits
To use ACH instead of a card, just click Edit/Add Cards, and select ACH.
Your Invoice
When you signup for the billing, you submit several details. We call it "Customer Details".
- The "Customer Details" are used to display your details on the invoice.
- The email you submitted is the one that receives all the communication related to billing.
Update the invoice details
Update the details and add your emails to get billing notifications:
- Go to Settings
- Select Billing
- Next to "Billing Info" click Edit
- Fill out the "Billing Info" form and click Save.
Add additional contacts
If you want more people to get emails, use the "Additional Contacts" part.
- Go to Settings
- Select Billing
- Locate the "Additional Contacts" part
- Click "Add Contact"
- Fill out the "Add Contact" form
- Check the boxes:
- Primary Contact - For future settings, ignore that please.
- Send Account Emails - emails related to Account changes (example: new subscription).
- Send Billing Emails - emails related to Invoices, receipts, and reminders.
- Click Save.
