Manage your organization's Quartzy subscription from the Subscription Billing page. Add a PO number, a credit card, and add or remove seats, all from this page.
Important: You must be an Org Admin to access the Subscription Billing page.
Table of Contents
- Add Seats
- Update Billing Information
- View and Download Invoices
- Add or Edit a Renewal PO Number
- Renew via Credit Card Payment Method
Add Seats
1. In the top left corner, click on the Org Name or the Lab Name and then click the gear icon next to the Org Name.
2. Select the organization in the left sidebar and then click the Subscription Billing tab.
3. Click the Purchase Additional Seats button.
4. Next, select the total number of seats you'd like to have, then click Checkout or Enter Credit Card to pay with a credit card, or Pay With PO to pay via purchase order.
5. To pay via a PO, click the Pay With PO button after you've selected the new total number of seats you want in your subscription.
6. Next, enter your billing information, including the PO number, and click Next.
7. You can download a copy of the order form if you'd like. To finalize the subscription, click the checkbox to agree to the terms and click Subscribe.
The seats will be added, and Lab Admins can then invite new users to occupy the new seats.
Update Billing Information
To add or edit billing information, such as billing address and email address for subscription invoices:
1. In the top left corner, click on the Org Name or the Lab Name and then click the gear icon next to the Org Name.
2. Select the organization in the left sidebar and then click the Subscription Billing tab.
3. Scroll down to the Billing Information section and click Edit.
4. Fill in the billing address and email address to be used for subscription invoices, then click Save.
View and Download Invoices
1. In the top left corner, click on the Org Name or the Lab Name and then click the gear icon next to the Org Name.
2. Select the organization in the left sidebar and then click the Subscription Billing tab.
3. View the Invoice history and click the download arrow icon to download your invoices and receipts.
Add or Edit a Renewal PO Number
Once a PO number is available, you can add it to your subscription ahead of renewal to be included on your invoice.
1. In the top left corner, click on the Org Name or the Lab Name and then click the gear icon next to the Org Name.
2. Select the organization in the left sidebar and then click the Subscription Billing tab.
3. Click Manage Renewal Payment Method.
4. Select Purchase Order method and add or modify the PO Number and the Billing Email address. These details will be included on your renewal invoice. Once the details are added, click Confirm Payment Method.
Note: If paying via PO, the PO number must be added here before your renewal date.
5. The renewal banner shows the upcoming renewal date and the PO number that will be included on the invoice.
When the renewal is processed, this number will automatically be reflected on your subscription renewal invoice.
Renew via Credit Card Payment Method
A credit card can be added to your subscription and billed automatically at renewal.
1. In the top left corner, click on the Org Name or the Lab Name and then click the gear icon next to the Org Name.
2. Select the organization in the left sidebar and then click the Subscription Billing tab.
3. If there's no credit card on file, or if you want to change the credit card that is charged, click Add Payment Method.
4. Enter your credit card details and click Update Card.
5. Click Manage Renewal Payment Method.
6. Select Credit Card as the billing method and select a credit card from the dropdown list. Once the credit card is selected, click Confirm Payment Method.
7. The banner shows that the subscription will renew successfully and charge the selected credit card on the renewal date.
Next Up: Learn how to manage organization members
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