Billing Settings and Payment Methods (Admins only)
If you're an admin user on your Affinity account (see Affinity User Types), you can access your Billing Settings and Payment Method tabs by clicking on Settings.
From there, feel free to immediately jump to the section most relevant to you:
- Billing Settings - Trial Accounts
- Billing Settings - Paying Accounts (Automated Billing)
- Billing Settings - Paying Accounts (Invoice Billing)
- Payment Method - Credit Card (Automated Billing)
- Payment Method - Bank Account/ACH (Automated Billing)
Billing Settings - Trial Accounts
- Current plan
- Number of days left in trial.
- Number of active seats currently in use.
- Amount to pay based on number of active seats.
- Want to change the number of active seats before paying? Click Manage seats to go to Team Management, where you can deactivate the seats that will not be used (see How to deactivate/remove users from your Affinity account).
- Please make sure your billing information is accurate. You can click on the Payment Methods tab or simply click on Make a payment and fill it out there.
- Payment method
- You can either use credit card or ACH.
- Click Make a payment to fill out your billing information and start your Affinity subscription.
Billing Settings - Paying Accounts (Automated Billing)
Once you convert to a paid account, you will see the content change to the following below.
- Current plan
- Number of paid seats.
- Number of active seats currently in use.
- Want to add more seats? If you already reached the maximum seat count for your current Affinity subscription, you will be billed for this new seat immediately after sending out the invite. A prorated bill will be available for you to pay on the Billing Settings tab.
- Want to add more seats? If you already reached the maximum seat count for your current Affinity subscription, you will be billed for this new seat immediately after sending out the invite. A prorated bill will be available for you to pay on the Billing Settings tab.
- View the amount paid for your subscription.
- Want to change the number of active seats before your renewal date? Click Manage seats to go to Team Management, where you can deactivate the seats that will not be used 3 days before your renewal date (see How to deactivate/remove users from your Affinity account).
- If you're already within 3 days or less leading up to your renewal, simply reach out to us at support@affinity.co and we'd be happy to adjust your seat count for your upcoming renewal.
- Please make sure your billing information is accurate. You can click on the Payment Methods tab or simply click on Make a payment and fill it out there.
- View the renewal date for your subscription.
- View your Payment Method
- You can either use credit card or ACH.
- Click Make a payment to fill out your billing information and start your Affinity subscription.
- View your Service Agreement.
Billing Settings - Paying Accounts (Invoice Billing)
- For those on Invoice Billing, you can click View Details to view your billing history.
- Once clicking View invoices, you'll be able to see all previous and outstanding invoices.
- For those on Invoice Billing, you will not see the Payment Methods tab appear. This is due to the fact that you must enter the payment method within each unique invoice link that is generated.
- If you haven't paid for either an unpaid seat or your subscription, you will see the option to Generate invoice.
- Want to add more seats? If you already reached the maximum seat count for your current Affinity subscription, you will be billed for this new seat immediately after sending out the invite.
- Click the Generate invoice button that will be available on the Billing Settings tab.
- If you change your mind and don't want to add additional seats anymore, but have already generated the invoice, simply reach out to us at support@affinity.co and we'd be happy to help.
Payment Method - Credit Card (Automated Billing)
For those on Invoice Billing, you will not see the Payment Methods tab appear. This is due to the fact that you must enter the payment method within each unique invoice link that is generated. For those on Automated Billing, you will see the option to pay with your credit card.
Payment Method - Bank Account/ACH (Automated Billing)
For those on Invoice Billing, you will not see the Payment Methods tab appear. This is due to the fact that you must enter the payment method within each unique invoice link that is generated. For those on Automated Billing, you will see the option to pay with your bank account's ACH information.