Billing and Payment Overview for Organizations
The article provides a detailed overview of an organization's billing and payment settings on Proof, explaining sections such as Plan Details—which includes plan name, fees, active team members, and transaction usage—Add-ons like optional paid services (e.g., Professional Services onboarding), and Payer Settings that manage payment responsibilities and EasyLink options, while also directing users to separate resources for invoices and charge statements.
Billing and Payment Overview for Organizations
Audience: Organizations
The short answer: Your billing and payment settings are all in one place. Use this article to understand what each section shows and where to go to make changes.
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Pro tip: Looking for invoices or charge statements? These aren't found in your account settings. See invoices and charge statements for details.
Plan Details
The Plan details section shows the details of your plan, including:
- Name of your plan
- Platform fee per month
- Current period dates
- Number of team members who are active or have been invited
- Number of team member invitations remaining
- Number of transactions used
- Number of transactions available for the period
Check out our pricing page for more about plans, or learn how to change your organization's plan.
Add-ons
The Add-ons section lists optional paid services you can purchase directly from your account, with no contract or sales call required.
Currently available: Professional Services onboarding — 4 hours of live 1:1 setup help with a Proof team member for a one-time $1,000 charge. Learn more: Purchase Professional Services Onboarding as an Add-On.
Payer Settings
The Payer settings section shows your options for who pays for each transaction, along with a summary of EasyLink payment settings.
To learn more, read:
- Update payer settings for your organization's transactions
- View total active EasyLinks and payment settings summary
Billing Settings
The Billing settings section shows the payment method on file and the email address where receipts and invoices are sent.
Learn more:
Recent Payments
The Recent payments tab shows a list of payments made on your account.
- If you pay by invoice for your subscription, you'll see subscription payments.
- If you pay per transaction, this list includes the individual transactions.
Summary Checklist
- Review Plan Details to see your current plan, transaction usage, and team member count.
- Browse Add-ons for optional paid services like Professional Services onboarding.
- Check Payer Settings to control who pays for transactions and review EasyLink payment options.
- Update your payment method and billing email in Billing Settings.
- View past charges in Recent Payments.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Updated 3 days ago
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How-to Purchase Professional Services
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Pay Structure and Payout Guide for On-Demand Notaries
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