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Billing Settings (Supply'd Lite)

Setting up your Billing Settings in Supply'd Lite keeps payments, invoices, and account management smooth, accurate, and hassle-free.

Billing Settings in Supply’d let you manage your payment methods, your plan and view your invoices all in one place. Here, you can update your billing details and download invoices for your records.

Setting or Editing Your Billing Settings

To set or edit your Billing Settings, click on your company name in the top right and select Billing.

Alternatively, select Settings, then choose Billing from the Settings menu.

The Billing Settings page will open, detailing all your payment information.

You will see 4 tabs - Billing, Plan, Upgrade and Invoices. We will discuss these below.

Billing

The Billing tab lists all the payment methods you have set - Billing Credit Cards, Billing Direct Debit and your Payout Account for Stripe.

Adding a Payment Method

A credit card can be added for payment of orders through Supply'd.

To add a credit card to your account:

1

Click Add+

To add a credit card, click or Add + in the top right.

The button will only show when no payment methods have been added.

The Add Payment Method form will open.

2

Complete the Form

Card

Clicking Card opens a form for you to add your credit card details.

Once the card details have been entered, additional fields will appear:

Tick the box to save your details for faster checkout.

Enter your email address, mobile number and your full name.

3

Click Save

Click to save the credit card to your account.

The credit card will appear on the Payment Methods list.

4

Select Billing or Orders

If this will be the method you will use for payment, ie. not a backup method, select the payment method from the Payment Methods list.

The details will open.

Under Use For, tick the boxes next to Billing and/or Orders depending on whether you want to use this card to pay your Supply’d platform charges, your orders through Supply’d, or both.

Billing relates to the payment of Supply'd platform fees. Since you're using the free Supply'd Lite, there are no platform charges. However, the system requires there to be a billing card added. Charges would only apply if you were upgrade your account.

The payment method(s) you are currently using will have colour-coded tags beside them for easy identification.

  • - Billing of your platform charges. (*Since you're using the free Supply'd Lite, there are no platform charges. Charges would only apply if you were to upgrade your account.)

  • - Order payment.

  • - Both billing of platform charges and order payment.

  • - Backup payment method.

To switch your payment method (e.g., from your primary to backup card), select the desired card from the list and check the appropriate box(es).

👉 See Changing a Payment Method below.

5

Click Save

Click to save the Use For details.

Credit card details will be verified, and a temporary $1.00 charge may appear on your card, however, this will be automatically refunded.

It is not possible to edit a credit card once it has been added. You can, however, remove the card and add a new one.

👉 See Billing Settings (Supply'd Lite) below.

Changing a Payment Method

To change a Payment Method:

1

Click on your company name in the top right corner and select Billing from the menu.

2

Select the method you would like to use. The details will open.

3

Tick the appropriate box(es) - Billing and/or Orders.

4

Click .

Removing a Payment Method

To remove a Payment Method (Card or Direct Debit):

1

Click on your company name in the top right corner and select Billing from the menu.

2

Select the method you would like to remove. The card or direct debit details will open.

3

Click on the 3 dots in the top right corner and select Remove Card. You will be asked to confirm.

You cannot remove your current payment method. You must add/select a new payment method before removing the existing one.

All credit cards are stored securely with Stripe, one of the world’s largest payment providers. Supply’d does not store any credit card information on its platform.

Plan

On the Plan screen you can see a clear view of your current Supply'd plan.

Users

Shows the number of users under your Supply'd plan.

Locations

The number of locations under your Supply'd plan.

AI Scans

SMS Sends

The number of SMS sends and the charges for these.

Upgrade

If you would to upgrade to the full version of Supply'd, click on and the Supply'd Demo Request form will open.

Complete your details and click . You will receive an email with a link to book a time for a Supply’d representative to show you how Supply’d can help your business thrive.

Invoices

The Invoices tab displays a list of invoices charged for using the platform.

Click any invoice to view its details and a summary of the payout or charge.

To download an invoice, click the 3 dots menu in the top right corner and select Download Invoice.

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