Billing Module
Video Overview
Overview of Flourish's Billing Module
Within Flourish's Billing Module you are able to:
- Edit Billing Details
- See all active subscriptions
- Update your Payment Method
- Set Payment Configurations
- Add Billing Contacts
- Review Invoices and Credits
To access the Billing Module, first log in to Flourish Software at app.flourishsoftware.com, then click the arrow by your name in the top right corner and choose Manage Settings.
You can navigate directly to the module here: https://app.flourishsoftware.com/admin/billing/view.
There should be a tab on the left menu called Billing. You must be designated as the "Billing Admin" to access this tab. If you don't see this, please raise a support ticket (support @ flourishsoftware.com) or billing (billing @ flourishsoftware.com). Please include your company name, title, and copy an existing admin if you can.
Billing Module Screen:
View Invoices:
To use ACH (Bank Draft) instead of a card, just click Edit/Add Cards, and select ACH.
Your Invoice
Please contact support or billing to update your address on file. We're also able to add a "ship to" address to an invoice to bill a split subscription to a subsidiary.
Update the invoice details
To update information yourself, follow these steps:
- 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 billing related emails, use the "Additional Contacts" section on this screen.
- 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.
