Overview

Account Owners have sole access to the Billing page for reviewing and updating any billing settings. As the Owner, the Billing page is where you can review your transaction history, access past invoices, and make general updates to your subscription.

Billing Page Layout

On the Billing page, you’ll see two main sections: Plan Information and Payment History. 

Plan Information

The Plan Information section is a high-level overview of your subscription, which outlines the price, number of active seats, and renewal date among other fields listed below: 

• Account credit: If applicable, the amount of credit currently applied to your account
• Seats: The number of active users (including suspended users) and price per user on your account. 
• Billing cycle: The billing term you’re subscribed to (E.g., monthly, annual)
• Next bill date: The date of your next renewal charge. Your bill date is the day you subscribed to DocSend; any proration (if applicable) will be based on this date.
• Card on file: The last 4 digits and expiration date of your default payment method
• Billing Contact Email: Additional email address configured to receive Invoices. 
• Invoice billing info: The option to add or update billing information (E.g., address, tax ID, etc.) on future invoices. 

Payment History

In this section, you can review historical transactions on your account. 

• Description: Contains the transaction date, plan type and any applicable add-ons. 
  • Transaction Date: Date the transaction took place.
  • Status: The result of the transaction
    • Paid: The transaction was successful.
    • Failed: The transaction was not successful.
    • Credited: The transaction resulted in account credit.
• Quantity: The number of user seats with the exception of the Advanced plan where Qty 1 = 3 user seats and any additional user seat after the 3rd is labeled as an add-on: Additional user - Advanced Annual/Monthly.  
• Unit Price: The cost of 1 user seat with the exception of the Advanced plan (listed under quantity). 
• Amount: The Unit Price x Quantity. 
  • Total: Total amount paid on the transaction date; totals may differ from the amount column if any credits or discounts were applied. A positive total is the amount paid, a negative total is a credit to your DocSend account.

Related Reading

• Manage Your Subscription
• User Management
• Changing User Roles

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