Billing Module

Updated 7 months 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.

Metrc Clients: You can add a user to the system to manage your billing without that user needing access to Metrc. Set their user role as "Admin Non-Metrc" or any previously created non Metrc role.

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:

  1. Go to Settings
  2. Select Billing
  3. Next to "Billing Info" click Edit
  4. 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.

  1. Go to Settings
  2. Select Billing
  3. Locate the "Additional Contacts" part
  4. Click "Add Contact"
  5. Fill out the "Add Contact" form
  6. Check the boxes:
    1. Primary Contact - For future settings, ignore that please.
    2. Send Account Emails - emails related to Account changes (example: new subscription).
    3. Send Billing Emails - emails related to Invoices, receipts, and reminders.
  7. Click Save.

How did we do?