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:

- Admins 🎉

- Pro & Core Accounts 💼

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 invoicing activities.

Billing Activity page overview, pointing out the Recent Invoices and Reward Balance sections.

Recent Invoices

The Recent Invoices table displays all invoices for subscription, proration, implementation fees, and rewards billed through our third-party billing provider, Chargebee.

This table will show the following:

  • Issue Date - Date the invoice was issued

  • Description - What type of invoice it is (subscription, proration, implementation fees, rewards)

  • Amount - Cost of the charge

  • Status - Current state of the invoice, when it is due or was paid, which will display one of the following:

    • Payment Due - A payment was attempted but failed for some reason (view error message for details)

    • Not Paid - Payment has not been received

    • Posted - Invoice has been created and is not due yet; please note rewards catalogs will turn off according to our rewards balance rules regardless of rewards invoices due date

    • Paid - Payment has been made successfully

    • Voided - The invoice was voided and no action is needed

  • Download Invoice - To download a PDF and view the invoice in detail

Overview of Recent Invoices table, highlighting the Issue Date, Description, Amount, Status, and Download Invoice sections at the top of the table.

Viewing Invoices

On the right side of any invoice, you can click on the download icon to view a PDF version of the invoice in detail.

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.

Sample invoice when downloaded, showing the transaction description in the center with the amount due or paid on the bottom right half of the invoice.

Postpay companies will see a second page in the invoice addendum that ties the Chargebee invoice to corresponding redeemed rewards. This shows an itemized breakdown of each redeemed reward, including the following details:

  • Invoiced at - Date the redeemed reward was invoiced

  • Description - What reward was redeemed and by who

  • Amount - Cost of the reward redeemed

  • Balance - Remaining balance in the company's account (if applicable)

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.

The table breaks the reward balance down by:

  • Date - Dates will match the corresponding rewards redemptions

  • Description - What reward-related transaction it was (reward, invoice)

  • Amount - Cost associated with the reward or invoice

  • Balance - Remaining 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.

Billing Settings

The Billing Settings makes it easy to manage any of your settings related to your subscription, reward setup, account information, billing address, payment methods, and billing history.

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.

Reward Billing

The Reward Billing section displays either postpay or prepay information. Postpay for Rewards shares information about how it's the default payment mode and the option to "Setup Prepay."

Reward Billing section showing description of Postpay payment mode, with a button to optionally setup prepay highlighted on the bottom left of the section.

Prepay for Rewards shares when your rewards balance is automatically refilled, along with the option to "Configure Prepay Settings."

Reward Billing section for a Prepay payment mode and the auto refill amount described, along with a Configure Prepay Settings highlighted on the bottom left of the section.

Account and Payment Settings

When you click on the "Manage" button under Account and Payment settings, you can manage your subscription, account information, billing address, payment methods, and billing history.

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! 🤗

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