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The Billing screen is where your company pays Fluid. It shows this month’s usage, the payment methods on file, your usage credits and your billing history.

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 Add or change the payment method, buy credits, pay a balance, and change the plan, usage controls and invoice address. That one switch covers every change on this screen, including auto-reload, 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 draws your fees from your credits, a Fees paid with credits card also appears near the top. 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. The banner doesn’t appear when the Status card already asks for a payment method. Its Add a payment method button opens the panel where you add one. If your role can’t change billing, the button takes you to the Payment card instead.

Status

This card appears only if Fluid invoices your company and a payment to Fluid didn’t complete or is still being confirmed, or no authorized payment method is on file.
  • 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.
Update bank account takes you to the Payment card, and View invoices takes you to Invoices. When no authorized payment method is on file, Add a payment method opens the panel where you add a card or bank account.

Fees paid with credits

This card appears only if Fluid draws your fees from your credit balance. It shows your Credit balance (or Owed when the balance is below zero), any Debt, and an estimate of the fees the Next billing run draws. If a charge failed, the card says why, and Pay now and Update payment method let you settle it. If your company never set up collection, Fluid doesn’t charge your saved payment method for a shortfall. The card tells you to buy credits to pay what you owe, and Fluid emails you when your credits run out.

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. A new company starts with No plan until you choose one.
  • Usage included: the usage your plan includes, and how much of it is left.
  • Next invoice: the date of your next invoice, or a dash if none is scheduled.
  • Projected total (Owed on invoice if your fees are paid from credits): 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.
If your next card or bank debit carries a processing fee, a line under the figures shows the debit’s total, what you owe and the fee. While you’re on a plan, the screen’s header also shows when it renews, once a renewal date is set.

This month

This card shows how much of your credit balance 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 and a table break the month down. The table lists only the lines the month has:
  • Carried over: credits left from earlier months, or what was overdrawn when the month began.
  • Monthly plan: your plan’s credits.
  • Bought: credits you bought.
  • From Fluid: credits Fluid added.
  • Used, Expired and Removed by Fluid: what the month spent or lost.
A note at the bottom of the card can say how much more arrives when pending payments clear, and estimate how long your credits last at this month’s pace. It can also warn about credits that expire before you can use them.

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. Fluid collects what you owe on your regular billing schedule, and a card is charged only 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.
Other saved cards and authorized bank accounts have a Make default button. The Add payment method button at the top of the card adds another one. If nothing is on file yet, the card shows the setup form instead.

Processing fee

Fluid can add a processing fee to charges to your company. Whether you pay one is set for your company, so not every company pays it. When it applies:
  • A credit card pays a 2.9% processing fee on each charge. Debit and prepaid cards pay no fee.
  • A bank account pays the bank fee, if your company has one.
Before you confirm a credit purchase, plan change or Pay now, the dialog shows a Processing fee line and includes the fee in the total. Auto-reload shows it under Pay with. Afterwards, the fee is a separate Processing fee line on your invoice and receipt, and the Payments card shows the amount charged including it. When you change your default payment method, the screen updates to show whether the new one carries a fee.

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 Usage credits dialog on Buy once. 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. Turning on its switch opens the same Usage credits dialog on Auto-reload. 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.
The Usage credits dialog has a Buy once | Auto-reload switcher under its title. Buy once charges you once, today. Auto-reload sets up automatic charges. Each mode keeps its own amounts and agreement when you switch between them. If AI is paid from your credits, the card warns you when your balance is running low. AI stops when your credits run out, and starts again when you buy more.

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. Apps and hosting covers Mist app servers, databases and repositories. Each GitHub repository Fluid creates for you, for a theme, widget package, portal or Mist app, costs $10 a month by default, unless your company has its own price. Repositories you own aren’t charged.

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.
Click Invoice to open a payment’s invoice, when one is available.

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.A business name can be up to 255 characters.
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. The Usage credits dialog opens on Buy once.
2

Pick an amount

Choose one of the amounts. Each shows what you pay, the credits you get and any bonus. If bonus credits come only with auto-reload, the dialog says so, with a Set up auto-reload link.
3

Check the payment method and total

Pay with shows the card or bank account the purchase charges. If nothing is on file, click Add a payment method. The summary shows the Bonus, Usage added, Balance after, any Processing fee and Total today.
4

Agree to the terms

Select I agree to the purchase terms. Click purchase terms to read them.
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

Open auto-reload

On the Usage credits card, turn on Auto-reload. The Usage credits dialog opens on Auto-reload. You can also switch to Auto-reload from Buy once.
3

Set when and how much

In When credits fall below, enter the balance that starts a reload. Under Buy, pick an amount, or type another in Or enter an amount. Use whole dollars, and keep the threshold below the amount you buy. If the amount is more than your daily reload limit, turning on auto-reload raises the limits to fit, and the dialog says so.
4

Authorize auto-reload

Read the Auto-reload authorization and select I authorize auto-reload. Pay with shows the card each reload charges, and any processing fee.
5

Turn it on

Click Turn on auto-reload. An Auto-reload saved. message appears, and the Reload and Reload limits rows appear on the card. If your balance is already below the threshold, the first reload is charged right away.

Change auto-reload or its limits

1

Open the editor

On the Usage credits card, click the pencil icon next to Reload to change the threshold and amount. It opens the Usage credits dialog on Auto-reload. 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, keep the threshold below the amount you buy, and keep the amount within your daily cap. For Reload limits, set a Daily cap and a Monthly cap. Both need an amount above zero. The daily cap can’t be less than one reload, and the monthly cap can’t be less than the daily cap. Once a cap is reached, auto-reload pauses until the next day or month, in UTC, and the card says when it resumes.
3

Save

Click Save or Save limits. If the auto-reload authorization has changed since you accepted it, the dialog asks you to accept it again, and the button reads Accept and save.
To stop auto-reload, turn off the Auto-reload switch.

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, or Choose your plan if you have none.
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, any Processing fee and the monthly total.
3

Select it

Click Select. A new plan starts on the date the dialog shows, and this month keeps your current plan. Fluid bills your plan monthly to your default payment method. A message confirms when your new plan starts.

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

Auto-reload charges a card only, because a bank payment takes about 4 business days to settle. If your default payment method is a bank account, make a card your default. The switch is also unavailable if your role can’t change billing or if no payment method is on file. If you open Auto-reload in the Usage credits dialog anyway, it says what’s missing. If auto-reload was on when a bank account became your default, it shows as paused. Turn it off to withdraw your authorization.
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. Auto-reload also pauses when the next reload would pass your daily or monthly cap. The card says when it resumes; raise the cap in Reload limits to reload sooner.
Pay stays unavailable until you agree to the purchase terms, and while the dialog is still getting the processing fee for the amount you picked. It’s also unavailable if no payment method is on file, if your role can’t change billing, or if the saved payment method can’t be charged. For the last three, a message in the dialog says what’s missing.
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.