Learn how to view invoices, manage your subscription, and update payment details.
Who is this for?
Account owners and billing administrators who need to manage subscription and payment information.
Prerequisites
Active Awardee account with billing access
NEEDS CONFIRMATION: Required permissions to access billing
What you can do
View and download invoices
Change credit card details
Manage subscription settings
Change billing preferences
Step-by-Step Instructions
1. Navigate to the Billing Page
Click on Billing in the sidebar navigation
The billing page will display your subscription and invoice information
IMAGE HERE (Screenshot of the sidebar with the Billing tab highlighted)
2. Manage Billing Settings
At the top of the billing page, you'll see the Manage Billing button:
Click Manage Billing
This will open your billing management portal where you can:
IMAGE HERE (Screenshot of the billing page showing the Manage Billing button at the top)
3. View Invoices
Below the Manage Billing section, you'll see a table of your invoices:
Invoice number or description
Date issued
Amount
Status (Paid, Pending, etc.)
Actions (View, Download)
IMAGE HERE (Screenshot of the invoices table showing multiple invoice entries with columns for invoice details, date, amount, and action buttons)
4. View Invoice Details
To view an invoice in detail:
Find the invoice you want to review in the table
Click the View button
The invoice will open in a new tab
IMAGE HERE (Screenshot of the invoices table with the View button highlighted on one invoice entry)
5. Download Invoice as PDF
To download an invoice:
Find the invoice in the table
Click the PDF button
The invoice will download to your device
IMAGE HERE (Screenshot of the invoices table with the PDF download button highlighted)
Expected Result
You can access all billing and subscription management features
Invoices are viewable and downloadable
Payment details can be updated through the billing portal
Subscription changes are reflected immediately
Common Mistakes
Wrong billing portal: Ensure you're clicking "Manage Billing" from the correct location's billing page.
Can't access billing: Verify you have billing administrator permissions.
Missing invoices: NEEDS CONFIRMATION: How far back invoice history is available.
Troubleshooting
Manage Billing button not working: Try refreshing the page or clearing your browser cache.
Invoice won't download: Check your browser's download settings and popup blocker.
Can't view invoice: Ensure popups are allowed for the Awardee domain.
Payment failed: Check your credit card details in the billing portal and ensure the card is valid and has sufficient funds.
Understanding Your Subscription
Multi-Location Billing
Each location adds to your monthly subscription cost
When you add a new location, you're charged on a pro-rata basis
Pro-rata means you only pay for the portion of the billing period remaining
Example
You'll be charged for approximately half the monthly cost for that location
The next full month will include the full cost for all locations
Best Practices
Regular reviews: Check your billing page monthly to ensure charges are correct.
Update payment info promptly: Keep credit card details current to avoid service interruptions.
Download invoices: Keep copies of invoices for your accounting records.
Monitor location count: Review your locations regularly and remove any you no longer need.
Set reminders: NEEDS CONFIRMATION: Whether there are email reminders for upcoming charges or failed payments.
Next Steps