Billing
The Billing module is the central hub for managing all financial aspects of your account. It provides complete visibility and control over your current account balance and payment status, historical billing statements and invoices, payment methods and automatic payment settings, product pricing and service fees, and billing contact information.
Key Features
The Billing module is organized into these main sections:
| Section | Description |
|---|---|
| Overview | View your current balance, payment methods, and access all billing statements |
| Products and Pricing | Understand the pricing structure for services you are using |
| Billing Settings | Manage payment methods, set up autopay, and update billing information |
Billing Overview Dashboard
The Billing Overview tab provides a dashboard for monitoring your account's financial status with information about your balance, payment methods, and billing statements.
Overview Dashboard Sections
When you access the Billing Overview tab, three main sections appear at the top of the page:
| Section | Description | Key details |
|---|---|---|
| Current Balance | Outstanding balance owed to the platform | Displays total amount due and payment due date; updates automatically as new charges are incurred or payments are made |
| Payment Method | Credit or debit card set up for billing payments | Shows card type, last four digits, and expiration date; includes a Manage button to update payment methods |
| Automatic Payments | Autopay configuration status | Indicates whether enabled or disabled, when payments are processed, and which payment method is charged; includes a Manage button to configure autopay settings |
If you are a new user with no billing history yet, an empty state message appears: "No billing statements yet. Once they are ready, you will see them show up here.".
Billing Statement Information
The main section of the Overview tab displays a table of all your billing statements. Each statement includes this information:
| Field | Description |
|---|---|
| Bill Number | Unique identifier for each billing statement (for example, 4B3836G4777) |
| Amount | Total amount charged for that billing period |
| Created Date | Date when the bill was generated |
| Due Date | Date by which payment must be received |
| Status | Current payment status of the bill |
| Actions | Three-dot menu with options to view or download the bill |
Products and Pricing
The Products and Pricing tab provides complete transparency into the services you are using and their associated costs. This section helps you understand what you are being charged for and how pricing is structured for each product.
The Products and Pricing page displays all products that have been activated for your account, including their respective pricing information. This is for informational purposes and reflects the services you are currently subscribed to.
Product Information Display
When you navigate to the Products and Pricing tab, a list of all activated products for your account appears. Each product displays the product name and description, pricing structure and fees, billing frequency, and expandable details showing line items and pricing tiers.
Understanding Pricing Tiers
Some products, like the Gateway service, use tiered pricing based on usage volume:
| Tier | Volume range | Rate |
|---|---|---|
| Tier 1 | 0 to 9,999 transactions | Charged at one rate per month |
| Tier 2 | 10,000 to 24,000 transactions | Charged at a different rate per month |
| Tier 3 | 25,000 to 49,999 transactions | Charged at another rate per month |
Pricing shown is for example purposes only. Your actual price can vary.
How Tiered Pricing Works: your monthly fee is determined by the tier your transaction volume falls into. For example, if you process 15,000 transactions in a month, you are charged the Tier 2 rate.
One-Time Fees
Some products include a one-time setup fee for initial Merchant ID registration. This fee is charged when you first activate the Gateway service, appears on your first billing statement after activation, and is not charged again unless you add additional merchant IDs.
Monthly Recurring Fees
Monthly fees are charged on a recurring basis and include a transaction monthly minimum (a base monthly fee regardless of transaction volume) and volume-based fees that vary based on your usage tier. These fees appear on each monthly billing statement.
Included Products
These products are included with your account at no additional monthly charge:
| Product | Description |
|---|---|
| Token Management | Securely store and manage customer payment details without handling raw card data |
| Recurring Billing | Automatically charge customers on a recurring schedule for subscriptions or memberships |
| Fraud Management Essentials | Protect your business from fraud using built-in security and risk checks |
| Transaction Search | Quickly search, view, and manage all your payment transactions |
| Unified Checkout | Offer a single, streamlined checkout experience across all payment methods |
| Virtual Terminal | Accept payments manually by entering card details for phone or offline orders |
| Reporting | View detailed reports to track sales, payments, and business performance |
| Customer Invoicing | Create and send professional invoices to customers and get paid online |
| Pay by Link | Send a secure payment link to customers so they can pay online anytime |
While these products are included at no additional monthly fee, standard transaction processing fees can still apply when you use these features to process payments.
Understanding Your Charges
Your monthly billing statement includes charges from all activated products:
| Charge type | Description |
|---|---|
| One-time fees (if applicable) | Charged once upon activation |
| Monthly base fees | Recurring charges for service access |
| Usage-based fees | Charges based on transaction volume or usage |
| Transaction fees | Per-transaction charges based on your pricing tier |
Review the Products and Pricing page regularly to understand your cost structure. This can help you optimize your usage and manage your monthly expenses effectively.
Billing Settings
The Billing Settings page is where you manage all the configuration options for your billing account. This includes payment methods, automatic payment settings, and billing contact information.
Main Settings Sections
The Billing Settings page is organized into these sections:
| Section | Description |
|---|---|
| Payment Methods | Manage credit and debit cards used for billing |
| Autopay | Configure automatic payment settings |
| Billing Information | Update email address and billing address |
About Payment Methods
Payment methods are the credit or debit cards you have added to your account for paying your bills. You can have multiple payment methods on file, but one must be designated as the primary payment method.
When you access the Billing Settings tab, all saved payment methods appear. Each payment method shows the card brand with logo, last four digits of the card number, cardholder name, expiration date, a status indicator for autopay, and a three-dot menu for actions.
About Autopay
Autopay automatically charges your designated payment method on a scheduled basis to pay your bills. This ensures your account remains current and helps you avoid late payment fees.
The Autopay section displays this information:
| Field | Description |
|---|---|
| Autopay status | Whether automatic payments are ON or OFF |
| Payment method | Card brand and last four digits of the card that is charged |
| Payment date | When automatic payments are processed (for example, "2nd business day of every month") |
| Edit button | To modify autopay settings |
Example: "Automatic payments is ON - Visa ending in 4242 - 2nd business day of every month".
About Billing Information
Billing information includes your email address for billing notifications and your billing address. This information is used for sending invoices, payment confirmations, and other billing-related communications.
Email Address
Your billing email address is where all billing notifications are sent, including billing statements, payment confirmations, and payment reminders.
Billing Address
Your billing address must match the address associated with your payment method to avoid payment processing issues.
How to Use This Guide
Use these links to find the information you need:
- Get Started covers how to access the Billing module.
- Manage Statements covers filtering, sorting, viewing, and downloading statements and making payments.
- Billing Settings covers managing payment methods, autopay, and billing information.
- Reference provides statement status types and term definitions.
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Last published: September 29, 2026