Documentation

Accessing EveryAnswer

Features and Functionalities

Security and Privacy

Troubleshooting and Support

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

Frequently Asked Questions

If I upgrade from a free to a paid subscription, will I be charged immediately?
Yes, if you upgrade from a free to a paid subscription during the month, you will be charged prorated charges for the remainder of the current month.
What are invoices in EveryAnswer used for?
Invoices in EveryAnswer serve as crucial accounting records for your organization's subscriptions. They keep you informed about the billing process.
When are invoices generated in EveryAnswer?
Invoices are generated at the start of each billing cycle, which begins on the 1st of the month. Invoices are also generated immediately when a plan is upgraded from a free to a paid plan, or when a free trial ends and continues as a paid plan.
Can I change the organization name on the invoices?
Yes, you can change the organization name which is a workspace-wide setting. To change it: 1) In the left navigation, under Settings, click Billing. 2) Click on the Settings tab. 3) Click on the General sub-tab. 4) Enter a new name under Organization Name. 5) Click away from the field to save automatically.
Where does the billing address on an invoice come from?
The billing address on an invoice comes from the address associated with the Payment Method. This is a requirement of the payment processor.
How can I change the email address to which invoices are sent?
To change the email address: 1) In the left navigation, under Settings, click Billing. 2) Click on the Settings tab. 3) Click on the General sub-tab. 4) Enter a new email address under Email Address to Send Invoices. 5) Click away from the field to save automatically.
What is the default email address for invoice emails?
By default, an email copy of invoices is sent to the email address of the user who created the Workspace.
How are subscriptions grouped on invoices?
Subscriptions are grouped based on the payment method and Purchase Order (PO) numbers. Subscriptions using the same payment method are grouped on a single invoice, while subscriptions using different payment methods are billed separately. Subscriptions with matching PO numbers and the same payment method are grouped together, whereas those with different payment methods appear on separate invoices.
Are subscriptions charged automatically in EveryAnswer?
Yes, subscriptions are charged to credit cards automatically in EveryAnswer.
Can subscriptions with different payment methods be grouped on a single invoice?
No, subscriptions using different payment methods are billed separately.
When is an invoice generated if a free trial ends and it continues as a paid plan?
If a free trial ends and continues as a paid plan, an invoice is generated immediately upon the transition to the paid plan. The billing for this invoice is prorated for the remainder of the month.
What happens if subscriptions share the same payment method and PO number?
Subscriptions with matching PO numbers and the same payment method are grouped together on a single invoice.
Can the organization name on the invoice be different from the workspace name?
No, the organization name on the invoice is a workspace-wide setting and applies to all invoices.
What should I do if I need to update my billing address?
To update the billing address, you need to update the address associated with your Payment Method, as this information is directly taken from there.
Do all invoices from EveryAnswer include the organization name?
Yes, all invoices include the organization name, which can be changed as needed via the settings.
How do I access the Billing settings?
To access the Billing settings: 1) In the left navigation, under Settings, click Billing.
Does EveryAnswer allow invoices to be delivered to an email separate from the workspace creator's email?
Yes, you can change the email address to which invoices are sent. By default, invoices are sent to the email of the user who created the Workspace.
Are users notified when an invoice is generated?
Yes, an email copy of invoices is sent to the designated email address when an invoice is generated.
Last Updated:
August 29, 2024