How to read your platform bill and add staff seats

How to do it

1. 1

   Find the billing card.

   Open Team, then Staff. The Plan & billing card is on that page. It has its own permission, Team billing. Owner and Full Admin have it by default. Other groups do not, even Billing Admin. Give it on purpose in Team, then Staff Roles.

2. 2

   Read the seats and the band.

   On a banded plan, a range of seat counts costs the same. The card shows your billable seats and the most seats your band holds. 8 of 11 means you are in the band and the twelfth seat moves you up. With no top limit, only the count shows. Above the top band, the card says your price is quoted, not banded. Contact your account team. On a per seat plan there are no bands. A seat above what you paid for raises the price, unless your plan includes it. The card says when the seats were counted. A removal shows after the next check-in.

3. 3

   Add a staff member.

   Press Add Staff. Enter the email. Pick a Role (required). Only the Owner or a Full Admin can pick a role other than the default. The box says this add changes your bill. The billing card then shows the new amount. The seat is prorated. You pay only for the days left in the period. On a monthly or annual plan, the new seat is billed at once. During a trial you can add as many staff as you want with no bill. The first bill after you convert counts them.

4. 4

   Read Paid this month and Active now.

   On a per seat plan, one line can read Paid this month: 4 and Active now: 5. It shows only when they differ. If Active now is higher, the line says why. A prorated charge for these seats is on its way means the charge did not go through yet. It is tried again at the next check-in. These seats do not change your bill means your plan already includes them. If Paid this month is higher, you removed a seat. It stays paid until the month ends. Adding it back costs nothing.

5. 5

   Approve a price notice.

   A notice appears under Awaiting your approval. It covers a band change, or a catch-up for a period billed at the wrong band. The invoice with the notice is not charged until you press Approve. Approving says seen. It takes no money on the spot. It clears the block on the normal billing run, which runs every 15 minutes. Staff you add are different. Their notice is already marked as seen.

   Note: If a notice looks wrong, talk to your account team before you approve it.
6. 6

   Save a card, or clear a payment limit.

   Open the Billing actions menu to add or replace a card. The card shows Card saved while it waits for your platform provider. This normally takes up to fifteen minutes. To skip the wait, choose Refresh from management in the menu. Access is limited when the automatic charge failed through all its retries. You can still read. Changes are limited. The billing card still works. Press Pay now on the overdue invoice. Paying once also turns the automatic charge back on. Access comes back after your platform provider records the payment, on the next check-in.

7. 7

   Add seats when a banner says check-ins slow down.

   Devices are unlimited. Above 200 devices per technician, check-ins slow down and a banner says so. Add technician seats on this page with Add Staff. A seat is an active staff member who holds a permission group. The pace changes only after the new number holds for 24 hours by default. The banner may stay a while.

What you will have

• Find the Plan & billing card on the Staff page.
• Read your seats, band and Paid this month line.
• Add a staff member and know what it does to the bill.
• Approve a price notice.
• Save a card and clear a payment limit.

Why it works this way: How to read your platform bill and add staff seats

If it did not work: How to read your platform bill and add staff seats

• You cannot see the billing card: your group lacks the Team billing permission.
• You saved a card but it says no card on file: your platform provider tells this portal on the next check-in. Use Refresh from management to skip the wait.
• Access is limited over a payment: press Pay now on the late invoice.
• Paid this month and Active now differ: a seat was added or removed this month. Read the line after it.

Questions this page answers

Keep digging

• How to set staff devices, permission groups and Elise dispatch tuning
• How to set up pods and staff so dispatch works