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Configure billing policies and catalog

Configure schedules, approval policy, discounts, and one-off items. Customer-facing billing configuration saves without exposing or changing platform…

Status
Verified 2026-07-29 on build beb3f3c
Who can do this
Organization owners, Managers
Required access
billing.manage
Where in PositiveForm
/settings/billing
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Who this is for

This guide is for owners and managers configuring studio billing settings.

Before you begin

  • You need settings access for the organization.

Steps

  1. Open Settings, then Billing (/settings/billing).
  2. Review policies and catalog controls on the page.
  3. Update the settings you intend to change and save.
  4. Return to Billing operations to confirm customer-facing effects when relevant.

Expected outcome

Studio billing configuration matches the policies you set.

Screenshots

Billing settings
Billing settings

Recovery

If save fails, keep the form open and correct the fields named in the error.

  • BILL-004
  • BILL-005
  • INT-001