Where to find it
In the admin, click the Settings gear in the top bar. In the Settings sidebar, under Payments, select Billing. To see Billing in the sidebar and open the screen, your role needs at least View only for Billing, in the Settings card on the role’s Permissions tab. That turns on the Billing switch that starts with View Fluid invoices. Click Billing to expand its switches. To change anything on the screen, your role also needs the Billing switch Set the address Fluid emails this company’s invoices to. That one switch covers every change on this screen, including payment methods, credit purchases, auto-reload and your plan, so turn it on only for people who should be able to make them. Without it, you can view the screen but not change anything. Using a saved bank account also needs the Bank Accounts switch View bank account details for payouts, in the Commerce card. See Roles.What’s on the screen
The cards you see depend on whether Fluid invoices your company. Every company sees This month, Payment, Usage credits and Invoices, plus Usage by product once Fluid tracks usage for at least one product. If Fluid invoices your company, you also see Your plan and Payments, and a Status card when a payment to Fluid needs attention. If it doesn’t, a Billing contact card sits above Invoices. If no payment method is on file, a banner near the top reads Add a payment method to get started. Its Add a payment method button takes you to the Payment card.Status
This card appears only if Fluid invoices your company and a payment to Fluid didn’t complete or is still being confirmed.- Action needed means a payment to Fluid didn’t complete, or no authorized payment method is on file. Each item, such as Direct debit did not complete or Invoice past due, shows its amount and the dates under AI features may pause after and Storefront may pause after. Your standing recovers once every item clears.
- Being confirmed means a recent payment is still being confirmed. Nothing is restricted while it is.
Your plan
This card appears only if Fluid invoices your company. It shows:- Current plan: what you pay each month, plus any bonus usage the plan includes.
- Usage included: the usage your plan includes, and how much of it is left.
- Next invoice: the date of your next invoice.
- Projected total: what your next invoice comes to so far. Click the eye icon next to it to show the breakdown, grouped under Transaction fees, Mist usage and any other charges. The amount builds up during the billing period, so the final amount may vary.
This month
This card shows how much of your plan’s included usage and your credits is left this month, and how much you’ve used. Its subtitle shows when the month resets, on the first of each month in UTC. A bar shows your usage by source. When usage comes from more than one source, a table lists each one with its Total, Used and Left amounts:- Monthly plan: the usage your plan includes.
- Over plan: usage past what your plan includes.
- Credits: credits you bought, plus any carried over.
- Other usage: usage not paid from credits, when your company has no plan.
Payment
This card lists your payment methods. The one marked Default is the one Fluid charges. It pays for credit purchases and, if Fluid invoices your company, your invoices. If Fluid invoices your company, a card is charged once enough is owed to be worth its fee. Auto-reload charges a card only, so a bank account default doesn’t pay for it. Each row shows the card brand or bank name, the last four digits and a status:- A card shows when it expires. In the 30 days before the end of its expiry month, it reads Expires soon. Once that month has ended, it reads Expired.
- A bank account shows ACH debit and whether it’s Verified or still in progress, such as Pending.
Usage credits
This card shows your prepaid credits.- The balance row shows the credits you can spend now and whether or when they expire. Bought credits last 1 year. A purchase that hasn’t arrived yet shows as pending: a card payment adds its credits when it succeeds, and a bank payment when it settles, in about 4 business days.
- Buy more opens the Buy usage credits dialog. When bonus credits are on offer, the button also shows the largest bonus you can get.
- Auto-reload buys credits for you when your balance runs low. While it’s on, the Reload row shows how much it buys and the balance that triggers it. The Reload limits row shows the most it buys in a day and in a month.
Usage by product
This card lists what each product has used this month, with a Month forecast of where it’s on pace to land. The products are Orders, AI, Apps and hosting, Media library and Fluid Studios. Only products Fluid tracks appear.Invoices
This card lists every charge and refund, newest first, with its date, description, amount and a Paid or Refund label. Click View to open the invoice, or a refund’s credit note, in a new tab. If your browser blocks the tab, click Open invoice in the message that appears. Show more loads older entries. Your billing contact is the email address Fluid sends billing mail to: credit purchase receipts and credit notices, plus your invoices if Fluid invoices your company. If Fluid invoices your company, it appears under the Invoices title as Invoices sent to. Otherwise, the Billing contact card above Invoices shows it as Billing emails sent to. Admins whose roles can change billing also get receipts and notices. If no address is set, Fluid sends invoices to your longest-standing administrator.Payments
This card appears only if Fluid invoices your company. It lists each payment Fluid collected from your card or bank account, newest first, so you can match it to your statement. Each row shows the date, Card or Bank account, the invoice numbers the payment covered or Not yet invoiced, the amount and a status:- Processing: a bank payment shows this until your bank settles it, usually within 4 business days.
- Paid, Failed or Returned.
- Recovered: a returned payment whose amount Fluid has since recovered.
- Refunded or Partly refunded: all or part of the payment was given back.
Tasks
Add a payment method
For bank accounts, only business accounts are eligible.
1
Choose how to pay
If nothing is on file yet, the setup form is on the Payment card. Choose Business bank account or Business card. For a bank account, choose a Bank account source: Use a saved bank account (when your company has one), Connect a different bank through Stripe or Enter business bank details. For Use a saved bank account, pick the account under Saved bank account.If you already have a payment method, click Add payment method on the Payment card. In the panel, choose Connect through your bank, Enter bank details manually or Add a business card, or pick an account under Saved bank accounts. The payment method you add becomes your default.
If auto-reload is on and you make a bank account your default, auto-reload pauses, because it charges a card only.
2
Enter the details
For a bank account, enter the Business account name and Billing email. If you enter bank details by hand, also enter the Routing number and Account number. For a saved account or one entered by hand, choose the Account type and confirm the account belongs to the business. If you connect through your bank, you sign in to it in Stripe after you submit.For a card, enter the Business name on the card, the Billing email and the card details.
3
Accept the authorization
Read the ACH authorization or Card authorization and select its checkbox.
4
Submit
Click the button at the bottom of the form, such as Connect business bank account, Verify business bank account, Use saved business bank account or Save business card.
5
Finish verification
A card is ready once Fluid finishes saving it, and the page updates on its own. If you entered bank details by hand, Stripe verifies the account with a microdeposit in 1–2 business days. Stripe emails a verification link to the Billing email you entered; open it to finish. Right after you submit, the Payment card can also show an Open the Stripe microdeposit verification page link. Until then, the Payment card shows Bank setup pending. To stop and try another account, click Cancel unfinished setup.
Change your default payment method
1
Find the payment method
On the Payment card, find the saved card or bank account you want to use.
2
Make it the default
Click Make default. You don’t need to accept the authorization again. A message confirms it’s now your default.
If auto-reload is on and you make a bank account your default, auto-reload pauses, because it charges a card only.
Buy usage credits
1
Open the dialog
On the Usage credits card, click Buy more.
2
Pick an amount
Choose one of the amounts. Each shows what you pay, the credits you get and any bonus. The summary shows the Bonus, Usage added, Balance after and Total today. If bonus credits come only with auto-reload, the dialog says so.
3
Check the payment method
Pay with shows the card or bank account the purchase charges. If nothing is on file, click Add a payment method.
4
Agree to the terms
Read the purchase terms and select I agree to the purchase terms.
5
Pay
Click Pay. The button shows the total. Credits from a card payment arrive when it succeeds. Credits from a bank payment arrive when the debit settles, in about 4 business days. Credits expire 1 year from purchase.
Turn on auto-reload
1
Make a card your default
Auto-reload charges a card only. If your default is a bank account, add a card or make a saved card your default first.
2
Turn on the switch
On the Usage credits card, turn on Auto-reload. The Auto-reload dialog opens.
3
Set when and how much
In When credits fall below, enter the balance that starts a reload. In Buy, enter how much to buy each time. Use whole dollars, and keep the threshold below the amount you buy.
4
Authorize auto-reload
If the dialog shows the Auto-reload authorization, read it and select I authorize auto-reload.
5
Save
Click Turn on auto-reload, or Save if you didn’t need to authorize it. An Auto-reload saved. message appears, and the Reload and Reload limits rows appear on the card.
Change auto-reload or its limits
1
Open the row's editor
On the Usage credits card, click the pencil icon next to Reload to change the threshold and amount. To change the most auto-reload buys, click the pencil icon next to Reload limits.
2
Enter the new amounts
For Reload, use whole dollars and keep the threshold below the amount you buy. For Reload limits, set a Daily cap and a Monthly cap. Both need an amount above zero, and the monthly cap can’t be less than the daily cap. Once a cap is reached, auto-reload stops until the next day or month.
3
Save
Click Save or Save limits.
Change your plan
You can change your plan only if Fluid invoices your company.1
Open the plan dialog
On the Your plan card, click the pencil icon next to Current plan. The Change your plan dialog opens.
2
Pick a plan
Choose a plan. Each shows its monthly price, the usage it includes and its bonus. The more you pay, the bigger the bonus. Your current plan is marked Current. The summary shows the Bonus, Usage included and Monthly total.
3
Select it
Click Select. Fluid bills your plan monthly to your default payment method. A Plan updated. message appears.
Change the billing contact
1
Open the field
Find the billing address under the Invoices title, or on the Billing contact card if Fluid doesn’t invoice your company. Click Change next to it. If no address is set, the field already shows.
2
Enter the address
Enter the email address that should get billing mail.
3
Save
Click Save. A Billing contact saved. message appears.
Frequently asked questions
Why does auto-reload say it's paused?
Why does auto-reload say it's paused?
If a reload fails, the Usage credits card shows Auto-reload is paused and the reason. Change your payment method, or turn auto-reload off and on again.
Who gets billing emails?
Who gets billing emails?
Your billing contact gets credit purchase receipts and credit notices, plus your invoices if Fluid invoices your company. Admins whose roles can change billing also get receipts and notices. If no billing contact is set, Fluid sends invoices to your longest-standing administrator. See Change the billing contact.