Billing Settings and Payment Methods (Admins only)

If you're an admin user on your Affinity account (see Affinity User Types), you can easily access your Billing and Payment Method by going to Affinity Settings. 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
• Payment Method - Bank Account (ACH)

Billing Settings - Trial Accounts

1. Current plan
   1. Number of days left in trial.
   2. Number of active seats currently in use.
   3. Amount to pay based on number of active seats.
   4. 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).
2. 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.
3. Payment method
   1. You can either use credit card or ACH.
   2. 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.

1. Current plan
   1. Number of paid seats.
   2. Number of active seats currently in use.
   3. View the amount paid for your subscription.
   4. 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).
2. 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.
3. View the renewal date for your subscription.
4. View your Payment method
   1. You can either use credit card or ACH.
   2. Click Make a payment to fill out your billing information and start your Affinity subscription
5. View your Service Agreement.
   
   
   

Billing Settings - Paying Accounts (Invoice Billing)

1. For those on Invoice Billing, you can click View Invoices to view your billing history. If you haven't paid for either an unpaid seat or your subscription, you will see the option to Generate invoice.
   
   
   
2. Once clicking View invoices, you'll be able to see all previous and outstanding invoices.
   
   
   
3. Please note that 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.

Payment Method - Credit Card

Please note that 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.

Payment Method - Bank Account (ACH)

Please note that 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.