Billing Overview
Introduction to billing management in the Support App
Billing Overview
The Billing section provides tools for viewing and managing recurring payment infrastructure including payment links, subscriptions, invoices, and billing plans.
Billing Components
The billing system consists of four main components:
| Component | Purpose |
|---|---|
| Payment Links | Shareable URLs for one-time or recurring payments |
| Subscriptions | Recurring payment arrangements with customers |
| Invoices | Individual billing documents sent to customers |
| Plans | Pricing and billing configurations |
How Billing Works
Plan (defines pricing)
↓
Payment Link (distributable URL)
↓
Subscription (ongoing relationship)
↓
Invoices (periodic bills)
↓
Payments (actual transactions)
Plans
Plans define the pricing structure:
- Price amount and currency
- Billing frequency (one-time, monthly, yearly, etc.)
- Trial periods
- Features included
Payment Links
Payment links are shareable URLs that allow customers to:
- Make one-time payments
- Subscribe to recurring plans
- Complete checkout without technical integration
Subscriptions
Subscriptions track ongoing billing relationships:
- Link a customer to a plan
- Define the billing schedule
- Track payment history
- Handle cancellations and changes
Invoices
Invoices are individual billing documents:
- Generated automatically for subscriptions
- Sent to customers for payment
- Track due dates and payment status
Navigating Billing Sections
Access billing components from the sidebar under Pay:
| Section | Sidebar Item | Description |
|---|---|---|
| Payment Links | Paylinks | View all payment links |
| Subscriptions | Subscriptions | View subscription records |
| Invoices | Invoices | View billing invoices |
| Plans | Plans | View pricing plans |
Key Tasks
Viewing Payment Links
Browse and filter all payment links created by merchants. See Payment Links.
Managing Subscriptions
View and monitor customer subscriptions. See Subscriptions.
Viewing Invoices
Review invoices and their payment status. See Invoices.
Viewing Plans
Understand the pricing plans configured for merchants. See Plans.
Permissions
| Role | View Paylinks | View Subscriptions | View Invoices | View Plans |
|---|---|---|---|---|
| Super Admin | Yes | Yes | Yes | Yes |
| Admin | Yes | Yes | Yes | Yes |
| Payment Ops | Yes | Yes | Yes | Yes |
| Compliance Ops | Yes | Yes | Yes | Yes |
| CS Ops | Yes | Yes | Yes | Yes |
| Finance Ops | Yes | Yes | Yes | Yes |
| View Only | Yes | Yes | Yes | Yes |
Relationship to Payments
Billing components connect to the Payments section:
- Each invoice may generate one or more payments
- Subscription payments appear in the Payments list
- You can navigate from an invoice to its associated payment
Related Sections
Updated 4 months ago
