Invoices

Introduction

Invoices in EveryAnswer serve as crucial accounting records for your organization's subscriptions. Subscriptions are charged to credit cards automatically, and invoices are generated at various stages to keep you informed about the billing process.

Invoice Generation

Invoices are generated in the following scenarios:

• At the start of the billing cycle
• Immediately when a plan is upgraded from a free to paid plan
• Immediately when a free trial ends and continues as a paid plan

Viewing Invoices

1. In the left navigation, under Settings, click Billing.
2. Click on the Invoices tab.
3. Locate the desired invoice in the table. You can use the filters at the top of the table to narrow down results.
4. Click on the download icon on the right side of the row to download the invoice.

Invoice Details

Organization Name

The organization name appears on all invoices and can be changed as it is a workspace-wide setting.

1. In the left navigation, under Settings, click Billing.
2. Click on the Settings tab.
3. Click on the General sub-tab.
4. Under "Organization Name", enter a new name.
5. Click away from the field to save automatically.

Billing Address

The billing address on an invoice comes from the address associated with the Payment Method. This is a requirement of the payment processor.

Invoice Emails

By default, an email copy of invoices is sent to the email address of the user who created the Workspace. You can change this email address as needed.

1. In the left navigation, under Settings, click Billing.
2. Click on the Settings tab.
3. Click on the General sub-tab.
4. Under "Email Address to Send Invoices", enter a new email address.
5. Click away from the field to save automatically.

Invoice Grouping

Each Expert has its own subscription. The invoicing system attempts to bundle subscriptions to minimize the number of invoices generated. Grouping rules are as follows:

• Same Payment Method: Subscriptions using the same payment method are grouped on a single invoice.
• Different Payment Methods: Subscriptions using different payment methods are billed separately.
• Purchase Order (PO) Numbers:
  • Subscriptions with matching PO numbers and the same payment method are grouped together.
  • Subscriptions with matching PO numbers but different payment methods appear on separate invoices.

Related Documentation

• Workspaces
• Payment Methods
• Purchase Orders
• Navigating EveryAnswer