Billing
The plan, account standing, invoices, and payment method.
Settings → Billing (/billing) is titled Bills & Payments. Kicker Settings. Description: “{Plan} plan for {company}. Invoices settle through {provider}” plus “ — nothing is due right now.” when none are due. Chip Billed with plus the provider logo. Loader: Loading billing….
What it is
This is plan standing, invoices, PDFs, and the payment method. Seats and extra locations are billed through this account. Add the person in My Team or the site in My Locations, then confirm the invoice here.
Open the screen
Click Billing under Settings. This screen is not behind an add-on gate.
What the page shows
Hero Account standing — Paid in full / Balance due. Metrics Due now · Paid this year · Invoices {paid}/{total} · ring {n} settled.
Payment card: GetDandy · Cardholder · Network · Update payment method.
Latest invoice: Invoice ID · Generated · Closed (Pending if open) · Amount · Paid / Due · Download PDF / Preparing….
Statement history — “Every {provider} invoice for this account, newest first.” Filters All · Paid (Due only if dueCount > 0). Sort Newest first / Oldest first. Row: month · #{number} · {id} · amount · Paid / Due · PDF. Empty: No invoices in this view.
Controls
- Update payment method — change the card on file
- Download PDF on the latest invoice
- PDF on a history row
- Status chips All / Paid / Due
- Sort Newest first / Oldest first
Typical workflow
- Read Account standing. If it says Balance due, open Due now.
- Update payment method if the card is expired.
- Filter Due when you need open invoices; otherwise All or Paid.
- Download PDF for bookkeeping.
- Questions about a charge go to support@getdandy.com.
Empty, locked, or preview-only
No invoices in this view. appears when the filter has nothing to show, not only when the account has never been billed.
Related
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