Billing Page
Every BoardSpot portal has a Billing page where the portal Plan, the payment method, the payment schedule, and all invoices and receipts can be found. This article walks through the features on this page.
The Billing page is only accessible to org-wide administrators. Please see your organization's admin for assistance with this.
As an organization admin, log into the portal.
Click Settings on the sidebar menu.
Select the Billing link and you will be taken to the Billing page.
Note: Settings, on the sidebar menu, is not visible to portal members who are not assigned as Organization Admins.
As an organization admin, access the Billing Page.
Scroll down to the "Invoices" section, and see your past receipts and/or current invoice listed, along with the status of each.
Click on the Invoice or Receipt link for the document you wish to access.
As an organization admin, access the Billing Page.
Under the "Subscription" section, see your current subscription plan (Essentials, Standard, Professional, or Enterprise), listed.
To update the plan, click on Change Plan link.
In popup window, click the blue button under the Plan you wish to select. See all options at: https://www.boardspot.com
Confirm the new subscription.
Note: If your portal Plan is upgraded during an existing subscription term, a pro-rated invoice will be issued that includes credit for the current billing period, and the payment will be drawn immediately using the Default payment method. If your portal Plan is downgraded during an existing subscription term, your portal will continue on the current plan until that end of the Billing cycle. On the next billing due date, the portal plan will downgrade (some portal features may disappear) and the payment will be drawn using the Default payment method.
As an organization admin, access the Billing Page.
Under the "Subscription" section, see your current billing schedule (Yearly or Monthly) listed.
To update the billing schedule, click on Change Billing Schedule link.
In popup window, click the blue button under the schedule you wish to select.
Confirm the new schedule.
Note: Your next payment amount and due date are clearly listed on the Billing page (ex: "Payment of $5100 USD due 12/31/2025"). Annual payments are given a 10% discount. If your billing schedule is updated from Monthly to Annual, a pro-rated invoice will be issued and payment for the remainder of the year will be drawn immediately using the Default payment method. If your billing schedule is updated from Annual to Monthly, the change will go into affect on the next Billing date.
As an organization admin, access the Billing Page.
Scroll down to the "Payment Methods" section, see your current payment methods (credit cards and ACH) listed.
To add a credit card payment method, click on + Add Payment Method. Fill in credit card info and save it.
To add an ACH payment method, click on + Add Payment Method and select the US bank account link. Enter name and search for bank, then fill in the bank account information and save it. Alternately, you can enter bank details manually by clicking that blue link, following the prompts, and then save it.
To set the default payment method, click on Set as default to the right of the method you wish used for the upcoming payment.
To remove a payment method click on Delete to the right of the method you wish to remove.
Note: BoardSpot allows you to store multiple payment methods in your portal. BoardSpot allows you to update your default payment method any time. When an upcoming invoice due date arrives, the Default method will be used for the transaction.
Sample current payment methods:
Enter credit card information:
Select ACH option:
Enter direct deposit bank information:
Or manually enter bank account information:
Questions? Chat with us
The Billing page is only accessible to org-wide administrators. Please see your organization's admin for assistance with this.
The Billing Page
A sample Billing page:
To access the Billing page:
As an organization admin, log into the portal.
Click Settings on the sidebar menu.
Select the Billing link and you will be taken to the Billing page.
Note: Settings, on the sidebar menu, is not visible to portal members who are not assigned as Organization Admins.
Billing button:
Invoices and Receipts
Viewing or accessing your Invoices and Receipts:
As an organization admin, access the Billing Page.
Scroll down to the "Invoices" section, and see your past receipts and/or current invoice listed, along with the status of each.
Click on the Invoice or Receipt link for the document you wish to access.
Sample receipts and invoice:
Your Subscription
Viewing or updating your portal subscription Plan:
As an organization admin, access the Billing Page.
Under the "Subscription" section, see your current subscription plan (Essentials, Standard, Professional, or Enterprise), listed.
To update the plan, click on Change Plan link.
In popup window, click the blue button under the Plan you wish to select. See all options at: https://www.boardspot.com
Confirm the new subscription.
Note: If your portal Plan is upgraded during an existing subscription term, a pro-rated invoice will be issued that includes credit for the current billing period, and the payment will be drawn immediately using the Default payment method. If your portal Plan is downgraded during an existing subscription term, your portal will continue on the current plan until that end of the Billing cycle. On the next billing due date, the portal plan will downgrade (some portal features may disappear) and the payment will be drawn using the Default payment method.
Viewing current subscription Plan:
Change Plan link:
Viewing or updating your portal Billing Schedule:
As an organization admin, access the Billing Page.
Under the "Subscription" section, see your current billing schedule (Yearly or Monthly) listed.
To update the billing schedule, click on Change Billing Schedule link.
In popup window, click the blue button under the schedule you wish to select.
Confirm the new schedule.
Note: Your next payment amount and due date are clearly listed on the Billing page (ex: "Payment of $5100 USD due 12/31/2025"). Annual payments are given a 10% discount. If your billing schedule is updated from Monthly to Annual, a pro-rated invoice will be issued and payment for the remainder of the year will be drawn immediately using the Default payment method. If your billing schedule is updated from Annual to Monthly, the change will go into affect on the next Billing date.
Viewing current payment schedule:
Change Billing Schedule link:
Payment Methods
Viewing or updating your Payment Method:
As an organization admin, access the Billing Page.
Scroll down to the "Payment Methods" section, see your current payment methods (credit cards and ACH) listed.
To add a credit card payment method, click on + Add Payment Method. Fill in credit card info and save it.
To add an ACH payment method, click on + Add Payment Method and select the US bank account link. Enter name and search for bank, then fill in the bank account information and save it. Alternately, you can enter bank details manually by clicking that blue link, following the prompts, and then save it.
To set the default payment method, click on Set as default to the right of the method you wish used for the upcoming payment.
To remove a payment method click on Delete to the right of the method you wish to remove.
Note: BoardSpot allows you to store multiple payment methods in your portal. BoardSpot allows you to update your default payment method any time. When an upcoming invoice due date arrives, the Default method will be used for the transaction.
Sample current payment methods: 
Enter credit card information: 
Select ACH option: 
Enter direct deposit bank information: 
Or manually enter bank account information: 
The bank account information to manually add:
Questions? Chat with us
Updated on: 17/05/2024
Thank you!