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Billing & Invoices is the panel area for reviewing your broker account’s invoices and billing method.

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Access Billing & Invoices

Only an Admin can open Billing & Invoices. The panel sends a Staff user to the unauthorized page.
  1. Sign in with an Admin account.
  2. Select Billing in the sidebar.

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Understand Billing Methods

Each broker account uses one billing method.

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Credit Card

The preferred payment method for invoices is credit card. The Default card supports automatic billing and eligible card payments. Admins can manage saved cards from Billing & Invoices.

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Bank Wire Transfer

Bank Wire Transfer accounts settle invoices manually. Card management and card payments are not available. Open an eligible invoice to find its wire instructions.

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Learn More

Last modified on August 3, 2026