Your app enables your customers to independently manage their company's billing details, email addresses, spending options, and more, while certain aspects can only be managed by the administrator.
Understand company details
Each company has the following details that can be edited by company managers or administrators.
Company details | Managed by administrators | Managed by company managers |
Company name | ✓ |
|
Billing details | ✓ | ✓ |
Auto-Pay | ✓ |
|
Auto-Invoice | ✓ |
|
Alternative currency | ✓ |
|
Subscription | ✓ |
|
✓ | ✓ | |
Invoice spending option |
| ✓ |
Payment method permissions |
| ✓ |
Company spending options
If administrator enabled the "Pay with invoice" property for some services in the company subscription, the company manager can determine how company members use it. For example, the company manager decides what services company members can purchase by including it in the invoice. Pay with invoice
Company payment method permissions
Your company managers can manage who can use a company payment method (e.g., card, bank account). It is useful when company managers want to restrict the use of a company payment method only to purchase certain products like credits or bookings.
Manage company details
As an administrator
To make changes to a company name, please follow these steps:
Navigate to Community > select a company.
Press
Edittop right > make necessary changes.Tap
Save.
To make any other changes, such as subscription, notes, attachments, billing, credits, or day passes to a company:
Navigate to Community > select a company.
Select a section you need to edit.
The updated company name and billing details will be reflected on newly issued invoices. The old invoices will keep the previous company data.
As a company manager
Company managers can edit their company's billing details, email, and invoice spending options by following these steps:
Go to Locations > Membership > Billing under the company name.
Make changes. All changes are auto-saved after you leave this page.
Manage payment method permissions
As a prerequisite, the company must have a company manager assigned. To permit the usage of the payment method, a company manager needs to do the following:
Go to Membership > Billing (under their company name).
Press (...) next to a payment method >
Edit.
Set appropriate permissions for each category:
— "Company Managers" — only company managers can use the payment method for selected app content.
— "Company Members" — company managers and members can pay with this payment method for selected app content.
Press
Save.
Permissions can be set independently for every payment method. Company managers can change permissions at any time or delete payment methods.
After company members are given permission to use the company payment method, they can see it in the "Payment" section throughout the app according to the permissions and select to make payments.
The list of transactions made with a company payment method can be found on the company's Billing > Transactions page.