Billing Overview

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

Who Can Do This

Action	Admin	Staff
Open Billing & Invoices	✅	❌
Manage saved cards	✅	❌

Billing is Admin-only. The panel sends a Staff user to the unauthorized page.

Open Billing & Invoices

Use an Admin Account

Go to Billing

Select Billing in the sidebar.

Billing Methods

Each broker account uses one billing method.

Method	How invoices are paid
Credit card	The preferred payment method for invoices. The Default card supports automatic billing and eligible card payments. Admins can manage saved cards from Billing & Invoices.
Bank Wire Transfer	Invoices are settled manually. Card management and card payments are not available. Open an eligible invoice to find its wire instructions.

Next Step

Review Invoices

Review invoices, payments, and invoice PDF actions.

Last modified on October 4, 2026

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Who Can Do This

Open Billing & Invoices

Billing Methods

Next Step

Review Invoices

​Who Can Do This

​Open Billing & Invoices

​Billing Methods

​Next Step

Review Invoices

Who Can Do This

Open Billing & Invoices

Billing Methods

Next Step