Invoices

Click Billing in the sidebar. Only admins see this page. If your workspace pays for its seats, the Your plan card is at the top, followed by the seats, the billing account if you pay by invoice, and the invoices once there are any. The Your plan card shows:

• Seats: how many seats of which plan are booked.
• Credits per month: the credits all seats together bring each month.
• Monthly or Yearly: the amount per month or per year, excluding VAT.
• Next billing date: the date of the next billing.
• Payment method: card or invoice.
• Discount: only appears if a discount has been agreed, with an end date where applicable.

The billing account records who receives invoices and what appears on them. To pay by invoice, Custodos needs at least an address and an e-mail address.

1. 1

   Open the billing account

   On the Billing page, go to the Billing account section.
2. 2

   Enter the recipient

   Enter Company and E-mail for invoices. The e-mail address is required.
3. 3

   Enter the address

   Fill in Street and number, Additional line if needed, Postcode, City and Country. The choice covers Switzerland, Liechtenstein, Germany, Austria and other European countries.
4. 4

   Add the tax number

   The VAT number is optional and appears on the invoices.
5. 5

   Save

   Click Save billing details. Changes apply from the next invoice.

Custodos bills by card or by invoice. All prices exclude VAT. Billing is in euros; the Custodos team sets up billing in Swiss francs on request. Booking a plan yourself, by card or by invoice, is not possible at the moment: the Custodos team sets up new plans. Existing card subscriptions continue unchanged.

As soon as the first invoice is issued, the Invoices section appears on the Billing page. Each row shows Invoice, Period, Total, Status and Due. On the right you open the invoice at Stripe or download it as PDF.

Every PDF download is recorded in the activity log as Invoice PDF downloaded.

When an invoice is issued, Custodos sends an e-mail with the invoice number and amount to the e-mail for invoices, and with the due date if you pay by invoice. Invoices without an amount, for example in a fully discounted month, are not sent by e-mail. View invoice opens the invoice, the PDF and the payment options.

If no e-mail address is stored in the billing account, the message goes to the admin who joined the workspace first. So enter an address your accounts team reads, for example a shared mailbox.

If a card payment fails, the Billing page shows the note The last payment failed. Stripe retries the payment. In addition, the e-mail for invoices receives a message with the Settle invoice button. Update the card via Manage payment & invoices or settle the invoice directly.

In the meantime, access continues and your team keeps receiving credits.