Billing Agreements allow authorized third-party Vendors to collect their fees directly. This saves your team time and makes Vendor invoicing a breeze!
Multiple Billing Agreements can be added to a single donation page, and a single Billing Agreement can be added to multiple donation pages.
Typically, only a single Billing Agreement is needed per Vendor if the same percentage is collected for each transaction.
Billing Agreement User Access
To apply a Billing Agreement to an account, you will need to either have Super Admin access or be assigned to a Custom Permission Set. The Custom Permission Set must include access to View + Edit Action Pages and View + Edit Billing Agreements.
Disclaimer: Super Admin access provides FULL account access to a user. The user will be able to manage, export, edit, refund, and pause an account. They may also request an Ownership update and an account closure with our Support team.
Discretion should be used when assigning Super Admin access.
If a Super Admin should be removed from an account, please contact our Support team here.
If you do not have the appropriate access level, you will need to contact the Owner of the fundraising account to adjust your access level. The Owner of the account can update your access level within the Settings>Access>Users tab.
Our team is also able to assist if the Owner of the fundraising account sends us an email to [email protected] approving the access level update.
New Billing Agreement
To create your Billing Agreement, click the blue New Billing Agreement button in the upper right corner of the Settings>Finance>Billing Agreements tab.
If you do not have access to the Settings>Finance>Billing Agreements tab within your fundraising account, please contact our Support team here.
Complete the following fields to create your Billing Agreement:
Name: Add a custom name for your Billing Agreement
Connected Account (Vendor): Select Account not listed? Connect new account from the dropdown list. A new field will become available to enter the Vendor Account UID.
Markup Commission: This is the percentage you pay the vendor on an individual page or the whole account.
Note: Billing Agreements may be added up to 95% of the donation.Terms: You may choose whether the markup should be refunded or not and whether the markup should be included on subsequent recurring transactions.
Add Contract Terms: You may add additional terms to the Billing Agreement to reflect any language in your contract with a Vendor.
Associated Action Pages: Billing Agreements may be added to multiple Action Pages. Be sure to associate the Billing Agreement with at least one page, or it will apply to the entire account.
New Agreement: Click the blue New Agreement button to apply your Billing Agreement.
Warning: Adding a Billing Agreement to your account will automatically approve the agreement. The commission rate will be applied to the individual transactions the Billing Agreement has been assigned to.
Find your Account UID
The Account UID for any account can always be found in the URL when logged in.
All fundraising accounts and new vendor account UIDs will begin with an 'a.' Older vendor account UIDs should begin with a 'p.'
View and Edit Billing Agreements
Once a Billing Agreement has been created, you can View and Edit the Billing Agreement to update the Name, Add/Remove Pages, or Terminate the Agreement.
For further details, check out the definitions below:
To View or Edit a Billing Agreement, hover over the Name assigned to the Billing Agreement, then click View.
To edit the Name of the Billing Agreement, click the Edit button to the right of the Name field.
To Remove an Action Page from a Billing Agreement, click the Trash icon to the right of the Page Name.
To Add an Action Page to a Billing Agreement, click the + Add button under Associated Action Pages.
To remove a Billing Agreement from an account, click the red Terminate Agreement button in the lower right corner of the Billing Agreement drawer.
Note: Changes made within the Billing Agreement drawer go into effect in real-time. Once an Action Page has been assigned to the Billing Agreement, new donations processed through the Page will have the Markup applied.
When editing an existing Billing Agreement, the Markup amount cannot be changed. You will need to create a new Billing Agreement to change these items.
Cloning Actions Pages with Billing Agreements
When a Billing Agreement has been applied to a Donation Page, cloning the Donation Page will carry over the Billing Agreement to the new cloned copy.
Users should take precautions when cloning Action Pages. Before cloning an Action Page, we recommend accessing the Donation Page Builder. Within the Builder, you will find a Billing Agreement icon next to the Page Name. If a Billing Agreement has been applied to the page, the icon will be yellow. To review the Billing Agreement attached, click on the yellow Billing Agreement icon.
Users who have been assigned a custom Permission Set that does not include View Billing Agreements permissions will be unable to clone Action Pages.
Terminate Billing Agreements
The terminate or delete a Billing Agreement, follow the steps below:
Access the Settings>Finance>Billing Agreements tab within your account.
Hover over the Billing Agreement.
Click View.
Within the Billing Agreement drawer, click the red Terminate Agreement button in the lower right corner.