Billing Settings and Payment Methods (Admins only)

Learn more about the Billing Settings and Payment Method options available in Affinity.

1. Please note that only certain account roles will have access to Billing Settings and Payment Methods based on your Affinity subscription tier:
   1. Professional tier: Admins only.
   2. Premium tier: Admins only.
   3. Enterprise tier: Enterprise Admins and Admins.
      
      
2. To access Billing Settings and Payment Methods, click on Settings on the global navigation sidebar.
   
   
   
3. You will see Billing Settings and Payment Methods on the bottom-left corner.
   
   
   
4. Now, click on one of the sections in the Overview below based on whether you're a trial customer, a paying customer, or want to manage your payment methods.

Overview

• Billing Settings - Trial Accounts
• Billing Settings - Paying Accounts (Automated Billing)
• Billing Settings - Paying Accounts (Invoice Billing)
• Payment Method - Credit Card or Bank Account (Automated Billing)

Billing Settings - Trial Accounts

1. Current Plan - Number of days left in trial, active seats currently in use, and amount to pay based on number of active seats.
2. Want to change the number of active seats before paying? Click Manage seats to go to Users and Permissions, where you can deactivate the seats that will not be used (see How to deactivate/remove users from your Affinity account).
3. Payment Method - You can either use your credit card or bank account.

Billing Settings - Paying Accounts (Automated Billing)

Once you convert to a paid account, you will see the content change to the following below.

1. Current Plan - Number of paid seats and active seats currently in use.
2. If you want to add more seats, you will be billed immediately after sending the invite. A prorated bill will be available for you to pay on the Billing Settings tab.
   
   
   
3. View the amount paid for your subscription.
4. To adjust the number of paid seats before your renewal date, click Manage seats to go to Users and Permissions, 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.
5. View the renewal date for your subscription.
6. View your Payment Method - You can either use your credit card or bank account.
7. View your Service Agreement.

Billing Settings - Paying Accounts (Invoice Billing)

1. For those on Invoice Billing, you can click View Details to view your billing history.
   
   
   
2. Once clicking View invoices, you'll be able to see all previous and outstanding invoices.
   
   
   
3. 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.
4. If you haven't paid for either an unpaid seat or your subscription, you will see the option to Generate invoice.
5. If you want to add more seats, you will be billed immediately after sending the invite. A prorated bill will be available for you to pay on the Billing Settings tab.
   
   
   
6. Click the Generate invoice button that will be available on the Billing Settings tab.
7. 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 or Bank Account (Automated Billing)

1. For those on Invoice Billing, you will not see the Payment Methods tab appear. Instead, you must enter the payment method within each unique invoice link that is generated.
2. For those on Automated Billing, you will see the option to pay with your credit card or your bank account's ACH information.