View and pay invoices

The portal shows every invoice your IT provider has issued you, what each one charges for, and what you have paid. You can pay online when your IT provider offers it. This page covers reading your bills and paying them.

Before you begin

• Seeing invoices needs the View invoices and payments permission, and paying needs Pay invoices. The Billing and Owner roles have both. See Manage your team.
• Paying takes money from your card or bank account at once. Check the amount on the review step before you select Pay.

See what you owe

Select Billing. It shows:

• Balance due, with the next invoice due and a Pay button.
• Next bill, an estimate of your next invoice. See Read your next bill.
• Automatic payments, on or off. See Pay automatically.
• Links to Saved payment methods, Open invoices, All invoices, and Payment history.

Invoices lists every invoice you have been sent, with its status: Due, Partly paid, Overdue, Paid, or Canceled. Search by invoice number, or narrow by status and the dates it was issued.

Read an invoice

Open an invoice to see:

• What is on it, line by line. A line that counts devices or people says how many it counted and how, and Show the N billed lists them by name.
• Subtotal, Total, and Balance.
• Payments made against it, each with a Receipt.
• Any Credit notes, and Notes from your provider.

Select Download PDF for a copy of the invoice.

Pay an invoice

1. Open the invoice and select Pay, which shows the amount due.
2. Under How would you like to pay?, choose a saved method, a new card, or a new bank account. If your IT provider adds a fee for credit cards, the page says so here, before you choose.
3. For a new card, choose Billing state of the card, or Outside the US. Card fee rules depend on where the card is billed.
4. Select Continue, then enter the card or bank details. They go straight to the payment processor and never reach the portal.
5. Select Review payment.
6. On Check and pay, check Payment, any Credit card surcharge, and Total to charge, then select Pay, which shows the total.

When the payment goes through, the page says Paid. Thank you., a receipt is emailed to your organization’s billing contact, and you can select Download receipt.

If the payment does not go through, the page gives the reason. Nothing was charged. Try another method.

In Microsoft Teams, paying, Payment methods, and Autopay open in your browser.

A bank payment is processing

A bank payment (ACH) takes 3 to 5 business days to clear. Until then, the invoice shows Processing (bank transfer, usually 3-5 business days), and the money is not counted as paid yet.

Do not pay again while a payment is processing. You get a receipt by email when it clears, or the reason if the bank refuses it.

Pay from the email without signing in

Each invoice email has a link to pay that invoice. It opens a payment page that needs no sign-in, with the same steps. The link stops working some time after the invoice is due. If it has, sign in to the portal to pay, or ask your IT provider for a new link.

See your payment history

Payments lists every payment on your account, online or not, with its status and a Receipt for each one that went through. A payment the bank sent back shows Returned by the bank.

Read your next bill

Next bill estimates your next invoice from your agreement and today’s counts of devices and people. It is an estimate, not a bill: devices and people added or removed before the bill is issued change it.

• What is on it lists each line. Show the N counted lists the devices or people a line counted.
• What changed since your last bill lists what was added or removed, and how much each change adds or takes off.

If your IT provider has not set up a billing agreement for you, there is nothing to estimate.

Next steps

• Pay automatically
• Approve quotes and other work