Billing & Subscription

This is the help text the console shows in the help panel on this page.

Billing & Subscription is where a Partner Owner manages the firm’s partner program subscription and sees its invoices. See Roles & Permissions.

What you see

• Current plan and its status (Active, Trial, Past due, Canceled or Inactive), with the renewal date (Renews). Without a plan the page shows No active plan.
• Managed organizations — how many organizations are included in the plan.
• Managed Discount — your Discount Tier and the Eligible managed orgs that count toward it. Before you reach the first tier it shows No discount yet.
• Invoice history — past subscription payments, each with View invoice. No invoices yet. appears until the first one.

Click Manage plan to change the subscription. The more client organizations your firm manages in the Portfolio, the higher the discount tier.