Summary
Learn how to view your invoice plan, understand how invoice usage is counted, and choose the right package option for your agency.
This article covers:
About invoice plans and packages
Invoice plans let you review your current package, compare available options, and select the package that best fits your agency. The packages screen also includes an additional pages guide that explains how invoice usage is calculated.
Open the invoice plan packages screen
Use this screen to view package options and your current selection.
Go to: Settings
Select Invoice Plan
Select Packages
Understand how invoice usage is counted
The Additional Pages box explains how invoice usage is calculated when invoices have more than one page.
Review the Additional Pages information box on the Packages screen
Use the guidance to estimate how invoice length may affect your usage
Review package options and pricing
Package options are listed on the Packages screen. The currently selected option is highlighted.
Scroll to the package list (use the slider bar)
Review each option’s inclusions and pricing shown in the package card
Compare the options that best match your expected invoice volume and workflow needs
Select a different package
Select the package you want to use going forward.
On the Packages screen, locate the package you want to use
Select the package option so it becomes the active selection (the selected option is visually highlighted)
Toggle on the package to select it
Select Save
Note: If you cannot change packages, your user role may not have permission, or your plan may be managed by your administrator.
What’s next?
Learn how to add a new credit or debit card for Invoice Automate billing through the invoice plans settings screen, and enable the BPAY validation add-on to ensure accurate validation of BPAY reference details during invoice processing.