Billing Portal

Learn how to manage your AroFlo subscriptions billing using your dedicated portal

Updated on October 31st, 2024

AroFlo users can manage their billing or company account information using a dedicated Billing Portal.

  • View your AroFlo invoice history
  • Pay outstanding invoices
  • Check when your next invoice will be generated
  • Manage contacts and company details  

Who has access to the Billing Portal? 
By default the user who is the manager of the top-level business unit will have access to the billing portal.

 
 

 

Access the Billing Portal

From the Main Menu in AroFlo Office:

  1. Click the Profile menu (initials or profile picture)
  2. Click Account & Billing

Only authorized users can access the billing portal. If you can't see the option, see your manager or site administrator.

Manager or Site Administrator instructions

To manage which of your users can access Accounts & Billing:

  1. Click Account Settings
  2. Find User Access, then click Add User
  3. Click the names of your users to provide them access.
  4. Click Save.

To access Accounts & Billing after being granted access, users may need to log out of AroFlo, and then log in again.

Multi-factor authentication

We recommend users with access to the Billing Portal are set up with Multi-factor authentication.

 
 
 
 

 

Using the Billing Portal

The Billing Portal consists of several tabs that you can use to administer your settings, or check billing-related data:

After adjusting any Accounts & Billing data make sure to click the Save button to confirm your changes are retained.

 

Dashboard

Your Account Explained

Plan Information Add-Ons Usage and Invoices

Contains information about your current AroFlo plan.

Clicking View Plans will give you more information about alternative AroFlo plans if they are available.

Displays information about your current account add-ons, such as document storage and the accounting integration you are currently using. You can also enable the AI Bill Scanner feature from here.

  • Next Invoice Date:  
    Displays the date your next invoice will be generated.
  • Current Monthly Total: 
    The total charges accrued this month through usage.
  • Current Monthly Users: 
    The total users logged in this month.
  • View Usage Report: 
    Click this to open a snapshot report showing your usage totals.
 
 
 
 

Invoices

Invoices Explained

Invoiced Date Invoice No. Description Plan Invoice Total Balance Due Actions
Displays the invoice date Displays the invoice number Displays the invoice description Displays the plan that relates to the invoice Displays the invoice total Displays the Balance Due Pay your invoice manually through our secure portal.
 
 

 

More on Invoice Actions

Invoice actions allow you to interact with them in a couple of different ways. The button in the Actions column will look different depending on the state of the invoice:

Unpaid Paid

Clicking either button will take you to the online invoice viewer to pay your invoice, ask a question, or view attached documents.

Click the downwards-facing arrow, then View Usage Report to see a breakdown of your usage for the billing period related to that invoice.

A usage report is available whether the invoice has been paid or not.

 

 

 
 
 

Account Settings  

Company Information Explained

Displays your Company Name, ABN/VAT number, Primary Contact Name, Primary Contact Email, and Primary Contact Phone Number as per your business unit settings.

 

This information is read-only.

 
 

Accounts & Billing Contacts Explained

User Access

Click Add User to add the names of users you would like to access Accounts & Billing.

Click the red X to revoke their access.

Billing Emails

Add an email address to receive billing emails like invoices and payment reminders. Users with Billing Access will always get these emails.
 
 

Accounts & Billing Contacts Explained

User Access

Click Add User to add the names of users you would like to access Accounts & Billing.

Click the red X to revoke their access.

Billing Emails

Add an email address to receive billing emails like invoices and payment reminders. Users with Billing Access will always get these emails.
 
 
 

Billing Address Explained

Enter your Company Billing Address, making sure to click Use a different mailing address and fill it out if that's the case.

 
 

Stored Credit Cards Explained

When empty, click + Add Credit Card to fill in your card details for direct debit.

Credit Card Note Default
Credit card information Custom note Click the radio button to set this card as your default for direct debit
Actions
Click the red X to remove the card from your list of stored cards.
 
 

Stored Credit Cards Explained

When empty, click + Add Credit Card to fill in your card details for direct debit.

Credit Card Note Default
Credit card information Custom note Click the radio button to set this card as your default for direct debit
Actions
Click the red X to remove the card from your list of stored cards.