What is the Invoices and Payments module?
The Invoices and Payments module enables organizations to manage their subscription details, view billing information, update payment methods, access invoice history, and download billing documents. It serves as the central hub for all financial transactions related to the Performance Analytics platform subscription.
Accessing Invoices and Payments
Click the ⚙️ Settings icon in the top-right corner of any screen
Select "Invoices and Payments" from the settings menu
Key Functions
View current subscription plan details
Manage payment methods
Update billing contact information
Modify billing address
Download invoices and receipts
Configure notification preferences for billing communications
Track payment history and renewal dates
Subscription Management
The Invoices and Payments interface is organized into three tabs:
My Subscriptions: Shows plan details and subscription status
Billing Information: Contains contact details, payment methods, and notification settings
Billing History: Provides access to past invoices and receipts
Viewing Subscription Information
This tab is only viewable to the account designated as Primary Billing Contact
The My Subscriptions tab shows:
Performance Analytics subscription details
License activation status and date
Budget group classification
Plan details and pricing
Renewal information
Managing Billing Information
The Billing Information tab displays:
Billing Contact section with organization and contact name
Billing Address section with complete address
Payment Details section with payment card information
Notifications section with email contact for billing alerts
Accessing Invoice History
The Billing History tab shows:
Invoice date
Subscription name
Invoice amount
Payment status
Download options for invoices and receipts
Common Tasks
Updating Billing Address
To update your billing address:
Navigate to Invoices and Payments (Settings > Invoices and Payments)
Click the "Billing Information" tab
Locate the Billing Address section
Click "Update Billing Address"
Complete the address form with required fields (marked with asterisks)
Click "Save" to update the billing address
Updating Payment Method
To add or update your payment method:
Navigate to Invoices and Payments (Settings > Invoices and Payments)
Click the "Billing Information" tab
Locate the Payment Details section
Click "Update Payment Details"
Enter new payment card information
Click "Save" to update the payment method
Downloading Invoices or Receipts
To download an invoice or receipt:
Navigate to Invoices and Payments (Settings > Invoices and Payments)
Click the "Billing History" tab
Locate the relevant invoice in the history table
Click the "Invoice" or "Receipt" button to download the document
The document will download automatically to your device
Updating Notification Preferences
To update notification preferences:
Navigate to Invoices and Payments (Settings > Invoices and Payments)
Click the "Billing Information" tab
Locate the Notifications section
Click "Update Notification Email"
Enter the desired email address for billing notifications
Click "Save" to update notification preferences
Field Descriptions
Field | Description | Required | Example |
Full Name | Organization or individual name for billing | Yes | "The Adrienne Arsht Center for the Performing Arts" |
Contact email for billing communications | Yes | ||
Address Line 1 | Primary address line | Yes | "1300 Biscayne Boulevard" |
Address Line 2 | Secondary address line | No | "Suite 400" |
City | City for billing address | Yes | "Miami" |
State | State for billing address | Yes | "Florida" |
Postal Code | ZIP or postal code | Yes | "33132" |
Country | Country for billing address | Yes | "USA" |
Payment Card | Credit card information | Yes | Card type, last four digits, expiration date |
Notification Email | Email to receive billing alerts | Yes |
Relationships with Other Settings
The Invoices and Payments module interacts with these other modules:
User Management: Permissions to access billing information
My Organization: Organizational details referenced in billing
Important Considerations
Only users with appropriate billing permissions can access this module
The subscription plan is tied to the organization's budget size and determines the group classification
Invoicing occurs on a regular schedule (every 6 months, annual plans are available)
Payment methods are securely managed through Stripe payment processing
Group classification impacts analytics comparisons throughout the platform
Troubleshooting
Issue | Cause | Solution |
Unable to access billing information | Insufficient permissions | Contact an AMS administrator to grant billing access:
support [at] getperformance.com |
Payment method update failure | Invalid card information | Check all card details and try again, or try a different card |
Missing invoices in history | Filtering or permission issues | Ensure you have appropriate permissions and check with AMS support |
Expired card notifications | Payment method needs updating | Update with current card information in the Payment Details section |