Enable and Disable Billing

In order to ensure ongoing access to each of your organisations, its is necessary to enable the billing. After billing has been enabled for an organisation, that organisation will be added to the subscription schedule in My Subscriptions.

The first time you enable billing for an organisation, you will be asked to enter payment card details, and for each subsequent organisation you enable the same card details will be used. You can update your card details at any time.

To enable billing, navigate to Settings tab, and then click the Organisations tab. This will list all the organisations that you have access to (for more information on organisations, click here).

• Billing Details: This field contains the current billing status of the organisation.
• Billing Action: The only two options available are Enable Billing or Disable Billing.

ENABLE BILLING

Any user can enable billing for an organisation that they have access to. This will add the organisation to your subscription schedule in My Subscriptions.

Click on Enable billing in the Billing Action field.

The Billing Details are transferred from the organisation. They are for viewing only to ensure you selected the correct organisation.

If you are taking advantage of a promotion being run by AccountsPortal, enter the code in the space provided and click the Apply button. Otherwise, this field can be left blank.

Click on Step 2 to enter your payment card details. You will only be asked for these when you enable the billing for your first organisation. If you have previously entered card details, you will only need to agree to the T&C's to proceed.

Enter details for all the fields marked with * (if you select Maestro/Switch/Solo as Card Type, you may have to enter an Issue number if your card has one).

You will also need to agree to the AccountsPortal T&C's before saving the settings.

All card details are processed by Optimal Payments and AccountsPortal does not save these at any time.

Click Save to complete the billing activation for the organisation. If all your card details are correct, then you will receive confirmation that your records have been successfully updated.

The organisation will now be listed in the subscription schedule in My Subscriptions.

DISABLE BILLING

Disabling billing is restricted to the user that initially enabled the billing for an organisation. This action will set the organisation to disabled in your subscription schedule in My Subscriptions. 

Click on Disable billing in the Billing Action field.

Read the warning carefully before clicking OK. Ensure that you have selected the correct organisation to disable billing. Once you have disabled the billing you will no longer be able to access the organisation's information.

NOTE

You will only be able to access organisations that have a green tick associated with their billing status.

Organisations that have been disabled for billing may be permanently removed from our database in line with our  T&C's.

To re-enable billing for an organisation which has a status of 'Billing disabled by Joe Bloggs', you will need to raise a support ticket.