Learn how to interact with your billing in Bonusly, including invoiced activities, rewards balances, managing account and payment settings, and much more. 🀩

This article is best for:

- Global and Finance Admins πŸŽ‰

- Pro & Core Accounts πŸ’Ό

In this article:

Activity and Settings pages

When you expand the Company tab in the Admin section of the admin toolbar, you'll find options to click on Billing Activity and Billing Settings:

Admin navigation menu in Bonusly website with Billing Settings and Billing Activity pages highlighted within the Company section of the Admin navigation menu.

Billing Activity

The Billing Activity page tracks your company's day-to-day invoiced activities.

Recent Invoices

The Recent Invoices table displays all invoices for subscription, proration, implementation fees, and rewards billed.

Viewing Invoices

On the right side of any invoice, you can download a PDF version of the invoice.

In the Recent Invoices table, the download icon is located on the right side under the Download Invoice section.

Invoices will show the itemized descriptions of the charges, invoice date, invoice amount, and any payments made.

Making a payment

Admins can make credit card payments on unpaid invoices on the Billing Activity page.

The Make Payment button only displays if a company has invoices with one of these statuses:

  • not paid

  • payment due

  • posted

Postpay companies will see a second page in the invoice addendum that ties the Chargebee invoice to corresponding redeemed rewards.

All the redeemed rewards listed in a rewards invoice will show a total amount displayed at the bottom.

Sample invoice showing a postpay company's redeemed rewards, with the Invoice Date, Description, Amount, and Balance highlighted in the Redeemed Rewards table.

Reward Balance

The Reward Balance table consists of only successful payments and rewards redemptions. The table will not include pending, voided, or failed transactions since those do not impact rewards balances.

Note: Convenience fees are also not shown in the Reward Balance for Postpay companies since they do not impact the overall rewards balance.

You can also export and download CSV files. All companies will see downloadable Chargebee PDFs in the rewards balance table.

Overview of the Reward Balance table in Billing Activity, pointing out the section for Date, Description, Amount, and Balance for transactions and invoices, along with options to export and download on the right side.

Want to learn more? Visit our article on viewing payment history and invoices for in-depth information on Billing Activity.

Billing Settings

The Billing Settings page makes it easy to manage all of your billing settings and preferences in one place! 🀩

Subscription Billing

The Subscription Billing section provides an overview of your current company subscription plan. It shows the cost per amount of users, the annual cost, and when the next payment is due.

A focused look at the Subscription Billing section, showing what type of plan the company is on, with cost per amount of users, the annual costs, and when the next payment is due.

Reward Billing

The Reward Billing section displays information on the active payment mode for rewards. Accounts will default to postpay via credit card, including a reminder about the payment schedule.

If you'd like to switch to prepay, click the Setup Prepay button to get started. Benefits of prepay include:

  1. No fees. There is a 3% convenience fee for companies on the post-pay method.

  2. Ease of accounting. The amount charged to your credit card is the same every time, so there will be no variable or hard-to-identify charges, which makes bookkeeping easier.

  3. Prevents catalog interruptions. If your card expires or otherwise becomes unavailable, you have time to update your payment information to ensure service is uninterrupted for your team.

The Reward Billing section and the Setup Prepay button being highlighted to set up pre paying for rewards.

When prepay is enabled, you'll see a notification about the automatic fulfillment of your rewards balance. You can update your prepay settings at any time using the Modify Prepay Settings button.

Reward Billing section being shown with the Modify Prepay Settings button being highlighted for editing prepay information after an admin has set it up.

Other Account and Payment Settings

You can manage your Contact Information, Billing Address, Payment Method, and Purchase Order Numbers by clicking on the pencil edit icon to the right of each section.

Questions? Reach out to our support team using the green chat widget in the bottom right-hand corner of your screen. They'll be happy to help! πŸ€—

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