Overview of Billing Access
In AgencyAnalytics, only Admin users have full access to the Billing section by default. Staff users require specific permissions to view or manage billing details.
How to Access the Billing Section
Log in to your AgencyAnalytics account.
Click on your profile icon in the bottom-left corner.
Select Billing from the menu.
If the Billing option is not visible, ensure you have the necessary permissions or log in as the Admin.
Admin and Staff User Roles
Admin Users
Admin users have unrestricted access to the Billing section.
They can download invoices, update payment methods, and manage billing emails.
Staff Users
Staff users do not have default access to the Billing section.
An Admin user must enable the "Access billing" permission in the Staff user’s profile settings for them to view billing details.
Troubleshooting Billing Access Issues
I See an Overdue Notice But Can't Make a Payment
If you see an overdue account notice but cannot make a payment or review your plan details, it may be due to insufficient permissions. To resolve this:
Contact an account admin and request either:
Payment to be made on your behalf.
Billing access to be granted to your user profile so you can manage payments and plan details directly.
Why Can’t I See the Billing Tab?
If you cannot see the Billing tab, it is likely due to one of the following reasons:
Non-Admin Account: - Only Admin users can access the Billing section. If you are logged in as a Staff user, you will need to request billing access from an Admin. - Alternatively, log in using the Admin account credentials to access the Billing section.
Permissions Not Granted: - Staff users require the "Access billing" permission to view the Billing section. Contact an Admin to enable this permission for your account.
Invoice Retrieval and Permissions
Downloading Invoices
Admin users can download invoices by navigating to Settings > Billing.
If you are not logged in as an Admin, sign out and log in using the Admin account credentials.
Annual Billing Cycles
If your subscription is billed annually, invoices are only generated at the time of payment (e.g., during annual renewal). Monthly invoices will not be available.
Obtaining Invoices as a Non-Listed User
Only Admin users can request invoices. If you are not listed on the account, ask the Admin to request the invoice on your behalf.
For regular access to invoices, request the Admin to add you to the AgencyAnalytics account.
Updating Payment Methods and Billing Information
Steps for Admin Users
Log in to your Admin account.
Click on your profile icon in the bottom-left corner.
Select Billing from the menu.
From the Billing page, you can: - Update payment methods. - Change the billing email address.
Best Practices for Managing Billing
Keep Payment Methods Updated: Ensure your saved card details are current to avoid payment failures.
Communicate with Your Bank: Notify your bank of recurring charges from AgencyAnalytics to prevent declines.
Assign Proper Permissions: Ensure that at least one user in your organization has access to the Billing section to manage payments and account details.
Summary
Admin users have full access to billing and invoices, while Staff users require permissions.
Troubleshooting steps include verifying account roles and permissions.
Invoices for annual billing plans are only generated at the time of payment.
Admin users can update payment methods and billing emails directly from the Billing section.
Keeping payment methods updated and notifying your bank of recurring charges can help prevent payment issues.
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