Billing Settings will contain information regarding your organization's usage of Dharma, payments methods, invoicing and more. To navigate to this page from your organization home, select the user icon located on top right of the page and select Billing Settings.

Billing Settings is made up of 5 main components:

  • Payment Methods
  • License
  • Invoices
  • Payments
  • Usage

Payment Methods

This section will list any successfully added payment methods. By clicking on the check icon to the right of each payment method, we can easily modify our primary payment method as well as deleting payment methods by selecting the trash icon

By clicking ADD PAYMENT METHOD, we can add new payments methods that are ACH or Card


License 

This section may or may not contain information, depending on if your organization has signed a pre-paid license. It will list the license's duration, pre-paid units, as well as pricing for each unit.

Invoices

This section will list all invoices paid in the past as well as current unpaid invoices. Within the Actions column we have the ability to download an invoice by selecting the downward arrow icon or print the invoice by selecting the printing icon.

Payments

Any successfully paid invoice will be listed in payments to track payment history.


Usage

This section will list all usage details by day. Past usage details can be viewed by selecting VIEW OLDER USAGE DETAILS.

After viewing complete usage history, we can navigate back to the main billing settings page by selecting the back arrow on the top right corner of the page. 

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