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Billing Accounts

Overview

This screen displays the current status of NAIT reporting requirements for a farm, enables a user to initiate the transmission of a report directly to NAIT and see details of previous transmissions.

 

Billing Accounts

When select the expand (down) arrow next to your username (email) at the top right of the screen, select the Billing Accounts option. The system will display a screen similar to what is shown below. The information on the screen is as follows:

  • Add Billing Account - Select to add a new billing account to your user account (see Add Billing Account below)

  • Billing Accounts Listing

    • Business Name - the business name associated with the account

    • Billing Account ID​ - the system billing account ID. This will be used for billing inquiries and registering for StockManager partner discounts

    • Status - Valid (account payments are current), Invalid (account payments are past due)

    • # of Farms - the number of Farms associated with the BIlling Account (a farm can only be associated with one)

    • Row Overflow (3 dots at end of row) - presents overflow menu items if selected

      • View Transactions - displays a list of all payment transactions (see below)

      • Edit Payment Methods - displays a screen to change payment method details (see below)

      • Edit Farms - opens the Farms screen

      • Edit Billing Account - opens a screen to edit Billing Account details (see below)

      • Disable Billing​ - Early 2019 release will provide the ability to disable the billing account. This will stop all billing activity for the all farms associated with the billing account and disables access to all farm data

 

Add Billing Account

To add a Billing Account:

1. Select the ADD BILLING ACCOUNT button from the Billing Accounts screen

2. This will open a screen similar to what is displayed below. The information shown is as follows:

  • Business Name - the business name of the Billing Account (required)

  • Postal Code - currently restricted to 4 digit New Zealand standard (required)

  • Address Line 1 - the address of the business (required)

  • Address Line 2 - additional address information of the business (optional)

  • City - the city of the business (required)

  • Region - the New Zealand region of the business (required)

  • Country - New Zealand is the only country at this point (required)

3. ADD ACCOUNT button

  • Once all required fields have been entered, the button will become active (green)

  • Once selected, it will remove the dialog screen and return the user to the BIlling Accounts screen with the new Billing Account information presented in the table

 

Edit Billing Account

To edit a Billing Account, select the 3 dots at the end of the row of the Billing Account you would like to edit. This will present a menu listing with Edit Billing Account as an option.

 

Once you select the Edit Billing Account option from the menu, it will display a screen similar to what is shown below. 

The information on the screen is exactly the same as the Add Billing Account screen except the previous entries are shown. From here you can add or edit any of the information. The SAVE CHANGES button will activate (turn green) after any edits or additions as long as something is entered in the required fields.

Once the SAVE CHANGES button is selected, the screen will be removed and all changes saved to the system.

View Transactions

To view all billing transactions for a Billing Account, select the 3 dots at the end of the row of the Billing Account. This will present a menu listing with View Transactions as an option.

 

Once you select the View Transactions option from the menu, it will display a screen similar to what is shown below. The information shown is as follows:

  • Billing Date - the date the Billing Account default payment method was successfully charged

  • Farm Count - the number of farms at the time of billing

  • Active Animal Count - the active animal count of all farms associated with the Billing Account

  • Subscription Tier - the subscription tier associated with the active animal account

  • Invoice Amount - the amount charged

Edit Payment Methods

To edit payment methods for a Billing Account, select the 3 dots at the end of the row of the Billing Account. This will present a menu listing with Edit Payment Method as an option.

 

Once you select the Edit Payment Methods option from the menu, it will display a screen similar to what is shown below. The information shown is as follows:

  • CHANGE PAYMENT METHOD button - opens the Add Payment Method screen (see below). Early 2019 release will allow multiple payment methods and the ability to select one as primary and others as backup 

  • Payment Method - lists the type of payment method. Currently this is limited to credit cards.

  • Payment Source - list the type of card

  • Account Number - lists the last 4 digits of the credit card. Note - For security purposes, StockManager does not retain credit card details. These are retained by Stripe, our payment processor. 

  • Expiration Date - The expiration date of the card.

If the CHANGE PAYMENT METHOD button is selected from the previous screen, it will display a screen similar to what is shown below. Currently, the only option is to add a new payment method. This will replace the existing payment method in the system. The information shown is as follows:

  • Card number - enter credit card number

  • MM/YY - enter the 2 digit month and 2 digit year from the card

  • CVC - enter the CVC code for the card

  • ZIP - this will be presented for countries that require it. This is determined once the card number is entered.

  • ADD button

    • Once all required fields have been entered, the button will become active (green)

    • Once selected, it will remove the dialog screen and return the user to the BIlling Accounts screen with the new payment method information added to the Stripe system