Billing Agreements allow authorized third-party Vendors to automatically collect markups from your fundraising account—streamlining vendor invoicing and reducing administrative work.
Each Billing Agreement can be assigned to multiple Action Pages, or you can create unique agreements for specific pages.
Table of Contents:
- User Access Requirements
- Request Access to Manage Billing Agreements
- How to Create a Billing Agreement
- View or Edit a Billing Agreement
- Cloning Action Pages with Billing Agreements
- Terminate a Billing Agreement
User Access Requirements
To create or manage Billing Agreements, users must be assigned one of the following permission sets:
- A Custom Permission Set with the following permissions enabled:
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Action Pages: View, Edit
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Billing Agreements: View, Edit
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Super Admin access (full account access)
- Important: Super Admins can manage, edit, refund, export, and even close accounts. Use caution when granting this level of access.
Want to better understand how vendor access works? Take a look at our Vendors: Best Practices article for helpful guidance on setting appropriate access based on your vendor’s role.
Request Access to Manage Billing Agreements
If you don’t currently have the required permissions:
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Ask the Account Owner or a Super Admin to update your access via Settings > Access > Users
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Alternatively, the Account Owner can submit a request to Support specifying:
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Whether you should be assigned a Custom Permission Set, or
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Granted Super Admin access
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How to Create a Billing Agreement
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Navigate to Settings > Finance > Billing Agreements
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Click the blue “New Billing Agreement” button
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Complete the fields:
- Type – Choose the Billing Agreement type from the dropdown menu
- Markup – A Markup BA enables a vendor to automatically deduct a predefined fee from each donation processed through designated pages in Anedot.
- Offline – An Offline BA allows a vendor to track and manage client donations through their Anedot vendor account without automatic fee deductions.
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Name – Custom name for your agreement
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Connected Account (Vendor) – Select or add using the Vendor’s Account UID
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Markup Commission – % of each donation paid to the vendor (up to 95%, cannot be 0%)
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Terms – Choose if markup applies to refunds or recurring donations
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Contract Terms – Optional: Add language from your vendor agreement
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Associated Action Pages – Select the pages this agreement applies to
- Type – Choose the Billing Agreement type from the dropdown menu
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Click “New Agreement” to activate it
Once saved, the Billing Agreement is automatically approved and active. For Markups, the commission will apply to all transactions on associated pages.
View or Edit a Billing Agreement
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Go to Settings > Finance > Billing Agreements
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Hover over the Agreement name and click View
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You may update:
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Name
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Associated Action Pages
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Terms and Markup rates cannot be edited.
To make changes, create a new agreement and terminate the original.
Changes take effect immediately and will apply to new donations on associated pages.
Cloning Action Pages with Billing Agreements
When you clone an Action Page that has a Billing Agreement:
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The agreement will carry over to the new page
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In the Action Page Builder, a yellow Billing Agreement icon will appear beside the Page Name if a Billing Agreement is active
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Click the icon to view agreement details before cloning
Users without Billing Agreement permissions cannot clone Action Pages that include one.
Terminate a Billing Agreement
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Go to Settings > Finance > Billing Agreements
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Hover over the Agreement name and click View
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Click the red “Terminate Agreement” button