# Billing Settings (Supply'd Lite)

**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](#setting-or-editing-your-billing-settings "mention")
* [#billing](#billing "mention")
  * [#adding-a-payment-method](#adding-a-payment-method "mention")
  * [#changing-a-payment-method](#changing-a-payment-method "mention")
  * [#removing-a-payment-method](#removing-a-payment-method "mention")
* [#plan](#plan "mention")
* [#upgrade](#upgrade "mention")
* [#invoices](#invoices "mention")

***

## Setting or Editing Your Billing Setting**s**

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

<img src="/files/AvBM6KYlyWbBqQ23Dm0T" alt="" width="175">

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

<figure><img src="/files/8Xcz5j3YnSIL23q0J73F" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/A89u4gstGFhKYCH9z5XD" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Billing methods have colour-coded statuses for easy identification.

* <img src="/files/tlXZZ2kiZGsnBF5P1wkA" alt="" data-size="line"> - Billing of any 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.)
* <img src="/files/yDS2RvuVYv9dvf7WnYhu" alt="" data-size="line"> - Order payment.
* <img src="/files/mH5HqMV2ac5NDChCtkoB" alt="" data-size="line"> - Both billing of platform charges and order payment.
* <img src="/files/f5t3WAp6dPiQ9RgVqLPO" alt="" data-size="line"> - A backup payment method to use if the main one fails.
  {% endhint %}

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

* [#billing](#billing "mention")
* [#plan](#plan "mention")
* [#upgrade](#upgrade "mention")
* [#invoices](#invoices "mention")

***

## 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](#adding-a-payment-method "mention")
* [#changing-a-payment-method](#changing-a-payment-method "mention")
* [#removing-a-payment-method](#removing-a-payment-method "mention")
* [#payout-account](#payout-account "mention")

***

### 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:

{% stepper %}
{% step %}

#### Click Add+

To add a credit card, click <img src="/files/9H4BUSdrfRPVQFPnlAAS" alt="" data-size="line"> or **Add +** in the top right. <br>

<figure><img src="/files/KEzgVxMuzbQwwwJjzvf1" alt=""><figcaption></figcaption></figure>

![](/files/5T5eeMv6LjzTpTtgSxvF)

<figure><img src="/files/KEzgVxMuzbQwwwJjzvf1" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The <img src="/files/68SC9tAPGm4LI0EZxcmP" alt="" data-size="line"> button will only show when no payment methods have been added.&#x20;
{% endhint %}

<figure><img src="/files/b4pCytqCJpnJ5FoG6jo5" alt=""><figcaption></figcaption></figure>

\
The **Add Payment Method** form will open.

<figure><img src="/files/KEzgVxMuzbQwwwJjzvf1" alt=""><figcaption></figcaption></figure>

<img src="/files/JWm3ECFQYbwrfFH1OcNm" alt="" width="563">

<figure><img src="/files/KEzgVxMuzbQwwwJjzvf1" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Complete the Form

<figure><img src="/files/KEzgVxMuzbQwwwJjzvf1" alt=""><figcaption></figcaption></figure>

**Card**

Clicking **Card** opens a form for you to add your credit card details.&#x20;

<figure><img src="/files/Xua60kz9HJyN1nLU7jSR" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/8XynpGFdugXJ2supnBPk" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Xua60kz9HJyN1nLU7jSR" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/b4pCytqCJpnJ5FoG6jo5" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/wKNNfDTEhBTh8yLKb1JJ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/b4pCytqCJpnJ5FoG6jo5" alt=""><figcaption></figcaption></figure>

Tick the box to save your details for faster checkout.

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

<figure><img src="/files/b4pCytqCJpnJ5FoG6jo5" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Click Save

Click <img src="/files/2D9FJY50Ak8G8e3xwd4x" alt="" data-size="line"> to save the credit card to your account.&#x20;

<figure><img src="/files/b4pCytqCJpnJ5FoG6jo5" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/b4pCytqCJpnJ5FoG6jo5" alt=""><figcaption></figcaption></figure>

The credit card will appear on the **Payment Methods** list.

<figure><img src="/files/gIuIOCB0WydVL1tDWBrC" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/6ERprmXibvZ2nIXXDSWl" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/b4pCytqCJpnJ5FoG6jo5" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### 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.

<figure><img src="/files/gIuIOCB0WydVL1tDWBrC" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ENEe2TXscuDlZ6p4eSKj" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Xua60kz9HJyN1nLU7jSR" alt=""><figcaption></figcaption></figure>

The details will open.

<figure><img src="/files/Xua60kz9HJyN1nLU7jSR" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/4JVwgXCzYGSEtyHGLJmR" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/Xua60kz9HJyN1nLU7jSR" alt=""><figcaption></figcaption></figure>

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.

{% hint style="warning" %}
**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 to upgrade your account.
{% endhint %}

<figure><img src="/files/Xua60kz9HJyN1nLU7jSR" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
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](#changing-a-payment-method "mention") below.
{% endhint %}

<figure><img src="/files/D9OZfZdzulGA65Z5gTu2" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Click Save

Click <img src="/files/PJRczlysCNTS8xhgMgIv" alt="" data-size="line"> to save the **Use For** details.

<figure><img src="/files/KEzgVxMuzbQwwwJjzvf1" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Credit card details will be verified, and a temporary $1.00 charge may appear on your card, however, this will be automatically refunded.
{% endhint %}

<figure><img src="/files/KEzgVxMuzbQwwwJjzvf1" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
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.&#x20;

👉 See [#removing-a-billing-card](#removing-a-billing-card "mention") below.
{% endhint %}

<figure><img src="/files/KEzgVxMuzbQwwwJjzvf1" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

### Changing a Payment Method

To change a **Payment Method**:

{% stepper %}
{% step %}
Click on your company name in the top right corner and select **Billing** from the menu.

{% endstep %}

{% step %}
Select the method you would like to use. The details will open.

{% endstep %}

{% step %}
Tick the appropriate box(es) - **Billing** and/or **Orders**.

{% endstep %}

{% step %}
Click <img src="/files/PJRczlysCNTS8xhgMgIv" alt="" data-size="line">.

<figure><img src="/files/gIuIOCB0WydVL1tDWBrC" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

### Removing a Payment Method

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

{% stepper %}
{% step %}
Click on your company name in the top right corner and select **Billing** from the menu.

{% endstep %}

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

{% endstep %}

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

<figure><img src="/files/D9OZfZdzulGA65Z5gTu2" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/kP5mazzc6rogDUN0UUi3" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/gIuIOCB0WydVL1tDWBrC" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
You cannot remove your current payment method. You must add/select a new payment method before removing the existing one.
{% endhint %}

{% hint style="success" %}
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.
{% endhint %}

<figure><img src="/files/gIuIOCB0WydVL1tDWBrC" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

## Plan

![](/files/q0FHIZodOTiQ5SMHkkRu)

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

<br>

**Users**&#x20;

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

**Locations**&#x20;

The number of locations under your Supply'd plan.

**AI Scans & SMS Sends**

Ignore. This is used for the full version of Supply'd.

***

## Upgrade

<figure><img src="/files/c6Dzq59vHlFxPm0hNL7a" alt=""><figcaption></figcaption></figure>

If you would to upgrade to the full version of Supply'd, click on <img src="/files/xb71QYLTMf9QSUfEEbcf" alt="" data-size="line"> and the **Supply'd Demo Request** form will open.

<figure><img src="/files/fcRfUBGPO1LX9Bp3lwDH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/OBHKd5ovn0JGdbcQUL8j" alt=""><figcaption></figcaption></figure>

Complete your details and click <img src="/files/FnLjouzTqkSw2tCiUASB" alt="" data-size="line">. 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.

{% hint style="warning" %}
As you’re using the free Supply’d Lite plan, there are no platform charges and therefore no invoices.
{% endhint %}


---

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