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:

ComponentPurpose
Payment LinksShareable URLs for one-time or recurring payments
SubscriptionsRecurring payment arrangements with customers
InvoicesIndividual billing documents sent to customers
PlansPricing 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:

SectionSidebar ItemDescription
Payment LinksPaylinksView all payment links
SubscriptionsSubscriptionsView subscription records
InvoicesInvoicesView billing invoices
PlansPlansView pricing plans
Billing navigation

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

RoleView PaylinksView SubscriptionsView InvoicesView Plans
Super AdminYesYesYesYes
AdminYesYesYesYes
Payment OpsYesYesYesYes
Compliance OpsYesYesYesYes
CS OpsYesYesYesYes
Finance OpsYesYesYesYes
View OnlyYesYesYesYes

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

  • Payments — View individual payment transactions
  • Merchants — View merchant billing configurations
  • Customers — View customer billing relationships