Manage private-pay monthly billing

Private pay is an administrator-managed monthly billing agreement for one account. It creates invoices and, after the first confirmed payment, one continuous personal License.

Open a client's agreements

1. Open Admin → Access → Users as a global administrator.
2. Select the intended account.
3. Open its Licenses tab.
4. Find Private pay and read its agreements or setup form.
5. Use the panel's Refresh to request current information.

Organization Staff or Manager authority alone does not grant these controls. The billing contact can be someone other than the client. Naming a contact does not give that person account access or make them a Guardian.

Choose a task

• Set up private pay: select an eligible Package and enter the billing contact and time zone.
• Understand invoice dates: follow the first month, calendar alignment, and later monthly terms.
• Review invoices: inspect states, open the hosted invoice, and investigate delayed activation.
• Update the billing contact: change future contact details and understand existing invoice reminders.
• Handle collection outreach: assign work, record notes, and complete human follow-up.

Understand the License

Setup alone does not grant access. The first confirmed full payment activates the License with no expiration date. Later payments are recorded against that same License. Late-payment collection outreach does not automatically suspend it.

Private pay is separate from organization role Licenses. Its personal License is not assigned or removed simply because an organization adds or removes the person as Staff or Client.

The panel does not offer agreement cancellation, price or time-zone editing, refunds, or manual payment confirmation. Do not substitute an unrelated License action for changing a billing agreement. Escalate an unsupported billing change to the administrator responsible for payments.