Billing Overview

Learn what Billing & Invoices provides, who can access it, and how card and bank wire billing differ.

Billing & Invoices is the panel area for reviewing your broker account’s invoices and billing method.

Access Billing & Invoices

Only an Admin can open Billing & Invoices. The panel sends a Staff user to the unauthorized page.

1. Sign in with an Admin account.
2. Select Billing in the sidebar.

Understand Billing Methods

Each broker account uses one billing method.

Credit Card

The preferred payment method for invoices is credit card. The Default card supports automatic billing and eligible card payments. Admins can manage saved cards from Billing & Invoices.

Bank Wire Transfer

Bank Wire Transfer accounts settle invoices manually. Card management and card payments are not available. Open an eligible invoice to find its wire instructions.

Learn More

• Review invoices, payments, and invoice PDF actions
• Manage cards, Autopay, and bank wire guidance