Billing and Invoices in the Admin Portal

The Billing screen has two tabs. Partner invoice is the monthly invoice for the cases billed to your organization. Payments and plans shows where every case's charges go, the cards Stripe holds, downgrades and deactivations that are booked, and the parameters your invoices are produced with.

The partner invoice

An invoice window is one month. By default it runs from the 22nd to the 21st, and you can change the day under Invoice parameters. Pick a window at the top of the tab; the most recent closed window opens first, and the current, still-open window is marked Open.

A case is on a window's invoice when it was active for any part of the window and bills by monthly invoice. Each case is charged one full plan-month at the tier it held when the window ended — there is no proration, even for a case that deactivated mid-window.

The invoice groups its lines:

• Newly activated — activated or upgraded during the window.
• Ongoing — active for the whole window at an unchanged tier.
• Deactivated — ended in the window; billed a full month.

Overage is added per case from the billing cycles that closed inside the window, at the overage rate shown on the screen. The partner discount applies to the whole subtotal — plan fees and overage together — and the total due is what you pay.

Export CSV downloads the window line for line, for your own reconciliation.

Not on this invoice

Below the lines the screen lists the cases that were active in the window but are not on the invoice: card-billed cases, charged directly by Stripe, and cases marked not billable.

Marking a case not billable

A test or demonstration case can be excluded from invoicing. Switch Billable off on the case (on either tab); the case drops off the invoice and off the card totals, and the screen records who excluded it and when. Switch it back on at any time.

Payments and plans

• Payment methods — the cards Stripe holds for your card-billed cases: brand, last four digits and expiry, nothing else. Manage in Stripe opens Stripe's own page for that card.
• Where charges go — how much of the last period went to the organization invoice, to cards, and how many cases are excluded.
• How each case is billed — every active case with its plan, what it is charged to, and its last-period amount. Billing method itself (card or invoice) is chosen on the case in Discover when Claira is activated.
• Pending plan changes — downgrades and deactivations waiting for a case's plan anniversary. Upgrades never wait. Change or cancel a booked change from the case in Discover.
• Invoice parameters — the partner discount, the invoice window (a day of the month, the last day of the month, or the anniversary of your first activation) and the overage rate, which Claira sets for the region. Changing the window re-cuts every invoice, including past ones, so agree it with Claira first.
• Invoices — one row per window with its total and a link to open it.

Need help? Contact us at support@claira.to.