Section
Billing
Connect billing, create billing profiles and subscriptions, take one-off charges and refunds, and resolve reviews and approvals.
- Create a household billing profile Create a billing profile for an eligible household adult. A default billing profile is created for the selected adult without creating a payment instrument.
- Review household billing Review billing profiles, subscriptions, invoices, and payment setup state for one household. Billing records remain grouped under the correct household with…
- Create a household subscription Create an individual or shared household subscription from a reviewed plan. The subscription is created for the selected members with the reviewed price and…
- Review and reconcile billing operations Review operational billing queues and request reconciliation. The selected queue, filters, and reconciliation result are visible without entering provider…
- Create and refund one-off charges Charge a reviewed one-off item and refund or void an eligible invoice. The charge, refund, or void records the recipient, amount, actor, and resulting invoice…
- Resolve billing reviews Add context, resolve, dismiss, or route a billing review to an owner. The review records the decision and leaves a visible audit trail.
- Approve billing changes Approve or decline a high-impact billing change. The decision and note are recorded exactly once and the request leaves the waiting queue.
- Configure billing policies and catalog Configure schedules, approval policy, discounts, and one-off items. Customer-facing billing configuration saves without exposing or changing platform…
- Manage the studio subscription Choose a PositiveForm plan and open billing self-service. The owner sees current usage and can enter the hosted checkout or billing portal for the…