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Set up billing profiles

Note

Contact your DoiT account manager if you need to create a new billing profile.

Required permission​

  • To view, edit, or duplicate billing profiles: Billing Profile Admin permission

Edit a billing profile​

To edit a billing profile:

  1. On the Billing profiles page, locate the profile of interest, select its name, or select Edit from the kebab menu (⋮) at the rightmost end of the profile entry.

    The Billing profiles page.

  2. Review and update settings where it's allowed.

    • Billing address (editable): You can update the billing address (except country) of your organization.

    • Company details (uneditable): Company name and registration details.

    • Contact details (editable): The accounts payable contact information for your billing profile. At the beginning of every month, we send the invoice to the accounts payable contact for the previous month.

    • Payment details (uneditable): Billing currency and payment terms.

    • Payment method (editable): You can change your payment method when editing a billing profile.

    • Invoice settings (editable): Specifies how your invoices are issued. See Invoice settings and bucketing for details.

    The Billing profiles page - Edit.

  3. Select Save changes to update the profile.

Duplicate a billing profile​

The Duplicate option is available only for active billing profiles.

  1. On the Billing profiles page, locate the active profile of interest, select Duplicate from the kebab menu (⋮) at the rightmost end of the profile entry.

    You can also select Duplicate profile when viewing/editing a billing profile.

  2. Enter the company name for the new profile, review the information displayed in the dialog, and then select Duplicate profile.

    Duplicate billing profile.

    If successful, a new billing profile is created with its own billing ID.

  3. Edit the newly created billing profile. See Edit a billing profile for editable and uneditable settings.

Payment methods​

You configure the payment method when editing a billing profile. Below are the supported payment methods (the options present to you in the console depend on your billing currency and country):

  • Wire transfer (IBAN/SWIFT)

  • Bill.com: See Bill.com for how to set it up.

  • Credit card or Bank account:

    • Card (2.9% processing fee or 4.9% for Egyptian Pound): See Credit card fees for more information.

    • ACH Debit: Available if you're billed in USD and you have a US bank account. See ACH Debit for how to set it up.

    • Bacs Direct Debit: Available if you're billed in GBP and you have a UK bank account. See Bacs Direct Debit for how to set it up.

    • Canadian pre-authorized debits: Available if you have a Canadian bank account. See Canadian pre-authorized debits for how to set it up.

    • SEPA Direct Debit: Available if your billing currency is EUR. See SEPA Direct Debit for how to set it up.

Automatic payments​

For billing profiles with payment methods of Credit card or Bank account, we automatically process payments when the invoices are due.

In some countries, you can set up a credit card, debit card, or bank account as your primary payment method. You can also add a backup credit or debit card, which is stored for your convenience but is not charged automatically. When invoices are due, DoiT automatically charges the primary payment method. If your primary payment method fails, you must manually pay the invoices, for example, by using your backup card.

See also​

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