--- title: Billing Agreements description: Learn how to manage Billing Agreements in Anedot, including setup, access permissions, page assignments, cloning behavior, and how to safely terminate agreements when changes are needed. --- [Skip to content](https://help.anedot.com/knowledge/settings-billing-agreements#main-content) [![anedot-logo](https://help.anedot.com/hubfs/anedot-logo.svg)](https://help.anedot.com/knowledge?hsLang=en) Open main navigation Close main navigation - [Get Support ⤴](https://www.anedot.com/getsupport) [Get Support ⤴](https://www.anedot.com/getsupport) Here to help 👋 - There are no suggestions because the search field is empty. 1. [Public Help Center](https://help.anedot.com/knowledge?hsLang=en) 2. [Settings](https://help.anedot.com/knowledge/settings?hsLang=en) 3. [Finance](https://help.anedot.com/knowledge/settings?hsLang=en#finance) # Billing Agreements ## This article explains how to set up, manage, and terminate Billing Agreements in Anedot to streamline vendor payments and assign markups to specific fundraising pages. **![CleanShot 2025-08-21 at 11.37.46@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-08-21%20at%2011.37.46@2x.png?width=600&height=285&name=CleanShot%202025-08-21%20at%2011.37.46@2x.png)** **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](https://help.anedot.com/knowledge/settings-billing-agreements#access) - [Request Access to Manage Billing Agreements](https://help.anedot.com/knowledge/settings-billing-agreements#request) - [How to Create a Billing Agreement](https://help.anedot.com/knowledge/settings-billing-agreements#create) - [View or Edit a Billing Agreement](https://help.anedot.com/knowledge/settings-billing-agreements#view-edit) - [Cloning Action Pages with Billing Agreements](https://help.anedot.com/knowledge/settings-billing-agreements#cloning) - [Terminate a Billing Agreement](https://help.anedot.com/knowledge/settings-billing-agreements#terminate) --- ### User Access Requirements ![manage-billing-agreements-image-01-b2a752aeda6936bc39e2b96c336ef519](https://help.anedot.com/hs-fs/hubfs/manage-billing-agreements-image-01-b2a752aeda6936bc39e2b96c336ef519.png?width=600&height=423&name=manage-billing-agreements-image-01-b2a752aeda6936bc39e2b96c336ef519.png) 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: - **Action Pages**: View, Edit - **Billing Agreements**: View, Edit - **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](https://anedot-6781885.hs-sites.com/knowledge/vendor-user-permissions?hsLang=en) 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: - Ask the **Account Owner** or a **Super Admin** to update your access via **Settings \> Access \> Users** - Alternatively, the Account Owner can [submit a request to Support](https://www.anedot.com/getsupport) specifying: - Whether you should be assigned a **Custom Permission Set**, or - Granted **Super Admin** access --- ### How to Create a Billing Agreement ![CleanShot 2025-08-21 at 11.39.47@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-08-21%20at%2011.39.47@2x.png?width=600&height=440&name=CleanShot%202025-08-21%20at%2011.39.47@2x.png) 1. Navigate to **Settings \> Finance \> Billing Agreements** 2. Click the **blue “New Billing Agreement”** button 3. 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. - **Name** – Custom name for your agreement - **Connected Account (Vendor)** – Select or add using the Vendor’s Account UID ![manage-billing-agreements-image-02-9f672a1fdb3b157b7fc816ea753d5dda](https://help.anedot.com/hs-fs/hubfs/manage-billing-agreements-image-02-9f672a1fdb3b157b7fc816ea753d5dda.png?width=600&height=466&name=manage-billing-agreements-image-02-9f672a1fdb3b157b7fc816ea753d5dda.png) - **Markup Commission** – % of each donation paid to the vendor (up to 95%, cannot be 0%) - **Terms** – Choose if markup applies to refunds or recurring donations - **Contract Terms** – Optional: Add language from your vendor agreement - **Associated Action Pages** – Select the pages this agreement applies to 4. 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 ![manage-billing-agreements-image-03-faef1f64c65c38fee33a6719ebe248e6](https://help.anedot.com/hs-fs/hubfs/manage-billing-agreements-image-03-faef1f64c65c38fee33a6719ebe248e6.png?width=600&height=423&name=manage-billing-agreements-image-03-faef1f64c65c38fee33a6719ebe248e6.png) 1. Go to **Settings \> Finance \> Billing Agreements** 2. Hover over the Agreement name and click **View** 3. You may update: - **Name** - **Associated Action Pages** - [**Terminate Agreement**](https://help.anedot.com/knowledge/settings-billing-agreements#terminate) ***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** ![manage-billing-agreements-image-04-82229bac0e5ca0f4211dc0b335837b41](https://help.anedot.com/hs-fs/hubfs/manage-billing-agreements-image-04-82229bac0e5ca0f4211dc0b335837b41.png?width=600&height=443&name=manage-billing-agreements-image-04-82229bac0e5ca0f4211dc0b335837b41.png) When you **clone an Action Page** that has a Billing Agreement: - The agreement **will carry over** to the new page - In the Action Page Builder, a **yellow Billing Agreement icon** will appear beside the Page Name if a Billing Agreement is active - 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 1. Go to **Settings \> Finance \> Billing Agreements** 2. Hover over the Agreement name and click **View** 3. Click the **red “Terminate Agreement”** button - [Get Started](https://help.anedot.com/knowledge/get-started?hsLang=en#main-content) - [Anedot 101](https://help.anedot.com/knowledge/get-started?hsLang=en#anedot-101) - [Apply for an Account](https://help.anedot.com/knowledge/get-started?hsLang=en#apply-for-an-account) - [Security](https://help.anedot.com/knowledge/get-started?hsLang=en#security) - [Action Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#main-content) - [Action Page Basics](https://help.anedot.com/knowledge/action-pages?hsLang=en#action-page-basics) - [Page Builder](https://help.anedot.com/knowledge/action-pages?hsLang=en#page-builder) - [Advanced Features](https://help.anedot.com/knowledge/action-pages?hsLang=en#advanced-features) - [State Specific Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#state-specific-pages) - [Finance](https://help.anedot.com/knowledge/finance?hsLang=en#main-content) - [Management & Reporting](https://help.anedot.com/knowledge/finance?hsLang=en#management-reporting) - [Internal Processing](https://help.anedot.com/knowledge/finance?hsLang=en#internal-processing) - [Integrations](https://help.anedot.com/knowledge/integrations?hsLang=en#main-content) - [CRM & Donor Management Systems](https://help.anedot.com/knowledge/integrations?hsLang=en#crm-donor-management-systems) - [Email Marketing & Communication Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#email-marketing-communication-tools) - [Integration & Automation Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#integration-automation-tools) - [Political Campaign Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#political-campaign-tools) - [E-commerce, Financial, and Membership Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#e-commerce-financial-and-membership-tools) - [Relay Data & Troubleshooting](https://help.anedot.com/knowledge/integrations?hsLang=en#relay-data-troubleshooting) - [Settings](https://help.anedot.com/knowledge/settings?hsLang=en#main-content) - [Access](https://help.anedot.com/knowledge/settings?hsLang=en#access) - [Configuration](https://help.anedot.com/knowledge/settings?hsLang=en#configuration) - [Finance](https://help.anedot.com/knowledge/settings?hsLang=en#finance) - [Setup](https://help.anedot.com/knowledge/settings?hsLang=en#setup) - [Other Actions](https://help.anedot.com/knowledge/settings?hsLang=en#other-actions) - [Donor Support](https://help.anedot.com/knowledge/donor-support?hsLang=en#main-content) - [Getting Started with Your Donor Account](https://help.anedot.com/knowledge/donor-support?hsLang=en#getting-started-with-your-donor-account) - [Manage Your Giving](https://help.anedot.com/knowledge/donor-support?hsLang=en#manage-your-giving) - [Donor FAQ](https://help.anedot.com/knowledge/donor-support?hsLang=en#donor-faq) [![Chill listening crop-3](https://help.anedot.com/hubfs/623c96e00d0d93f7d3a66f2e_Anedot_Typemark_Blue.svg "Chill listening crop-3")](https://www.anedot.com/) [mailto:help@anedot.com](mailto:help@anedot.com) Copyright © 2025, Anedot, Inc.