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Support  >  Web Portal User Menu  >  Billing Accounts

Billing Accounts

 

Overview

This screen provides the ability to view and edit the details for  all billing accounts associated with a user/business. 

 

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

    • Account Type - the type of billing account. Options are: Vet or Standard. 

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

    • Active 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

      • Edit Users

      • 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​ -  A future 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) - listing organized north to south

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 Users

This menu item is only accessible to the account owner of a Vet account type and enables them to add or edit Account users. The account owner is automatically assigned the CLINIC role.

When the CLINIC user selects Edit Users from the menu, it will present an overlay similar to what is shown below. The information listed is as follows

  • ADD icon - select this to add a new user to the account (see below

  • Name - the name that the user enters when they create their personal user account

  • Email - the email of the user

  • Role - the Account Role assigned to the user

    • To change the user role - select the drop down arrow in the box and select a different available role. This will automatically assign the role to the user without having to receive and accept an invitation​

    • Click here for a complete list of roles and associated access they provide

  • Status - this will show either:

    • Active - the user has been invited and successfully created an account and accepted the invitation - has assigned role access

    • Invite Pending - the user has been invited but has not successfully created and account and accepted the invitation - they will not have role access until they do. If the user can't find the invitation or it has expired, select the RESEND button to send them a new invitation.

  • Delete - selecting the trash can icon will delete the user from the account​

 

To Add an Account User:

1. Select the ADD icon on the top right of the dialog

2. This will display a screen similar to what is shown below. To add a user:

  • Enter a valid email address

  • Select a role from the available options 

3. Once the ADD USER button is selected, the screen will be removed and the user will receive an invitation email.

4. Once the user receives the email invitation with the invitation link, selects it and accepts the invitation, they will have role based access to the Account.

5. If the user is new to StockManager, they will have an extra step to add their name and password before they can select the invitation.

 

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 associated with the account 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 selected, 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). 

  • 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 open 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

Edit Farms

This menu item provides an alternate way to open the Farms page. Click here for details on this function.

 
 

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.