My Account – Billing

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What you need to know:

As a BroadSoft Business customer, your one-time and monthly payments will be automatically charged to your default payment method. You will receive a bill for each order that contains non-recurring charges. You will also receive one monthly bill including all services at all sites.

New customers are required to enter a valid credit card or direct debit account before their order is processed.

When will I be invoiced?

  1. Non-recurring or one-time charges are billed when a new or add order is in Working status and/or the equipment is shipped.
  2. Monthly recurring charges are applied to your account when the order is in Completed status. Your monthly invoice will be sent on the second day of each month. The first bill will include prorated charges for the previous month and charges for the current full month.

When will my account be charged?

  1. Non-recurring or one-time charges – Your default payment method will be charged when the new or add order is in Working status and/or the equipment is shipped.
  2. Monthly recurring charges – Your default payment method (credit card or direct debit) will be charged on the 22nd of each month giving 20 days to review the invoice.

Accepting the Terms and Conditions and Add Billing Information

First you must login into My Account portal to update the following:

  • Update Billing Address/First Order Payment Details.
  • Add and Manage Default Payment Methods.
  • View Summary of Account Balance, Balance Due, Date Due and Past Due.
  • View Current and Past Invoice Presentment.

On your first order, you will need to review and sign Terms and Conditions and add payment details.

  1. When you first login into My Account, you will see a notification to accept your Terms and Conditions. Click Terms and Conditions have not been accepted.
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  2. Click Accept Terms and Conditions. You can also review your Order by clicking on View Order.
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  4. Finally click, Click here to Accept Terms and Conditions.
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  6. You will need to read over the Terms and conditions and enter your billing information to the right.
  7. Confirm your billing address by selecting one of the addresses listed. You may also add a new billing address by clicking Create Billing Address.
  8. Next, enter the primary contact information.
  9. Once that is complete, click I Agree.
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  11. Next, you will be given the option to enter your payment information. You can choose to pay through Credit Card or Direct Debit. Make your selection and click Authorize when you are done.

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Billing Address and Pending Payment Authorization

If your order is Pending Payment Authorization status or if you need to update your Billing Address, the Customer Administrator should to login to My Account and follow these steps:

Validate or Change Billing Address

  1. Open Profile.
  2. Proceed to the Payment Information Tab.
  3. Select or Create your Billing Address.
  4. Click Save.

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Set First Payment Details

  1. Select Payment Methods (Credit Card or Direct Debit).
  2. Click Save.
  3. Enter Payment Details.
  4. Click Add.

1.

Manage Billing

  1. To manage your billing options, from the My Account portal, select the Billing tab.

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From here you can, manage your Payment methods, view your invoices and your billing summary.

2.

To update your payment methods

  1. Select Payment Methods (Credit Card or Direct Debit).

  2. Enter Payment details.
  3. Click Add when you are done.

3.

To review your current Bill Summary

  1. Review current Invoice select Invoice or to view Past Invoices click Past Invoices.

4.

To add Credit Card details

  1. Click Add Credit Card
    • Specify the following information:
    • Account Holder (First and Last Name)
    • Card Type (AMEX, VISA, MasterCard)
    • Card Number (16-digit credit card number)
    • CVV (3 or 4 digits security code)
    • Expiration Date (MM/YY format)

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Please Note: Once a new payment method is added is automatically made default. If you need to change the default Payment Method click Make Default next to desirable option.

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5.

To add Direct Debit details

  1. Click Add Direct Debit.
  2. Specify the following information:
    • Account Holder (First and Last Name)
    • Bank Name
    • Routing Number (9-digits)
    • Account Number
  3. Click Add when you are done.

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Please Note: Once a new payment method is added is automatically made default. If you need to change the default Payment Method click, Make Default next to desirable option.

6.

To select Default Payment Method

  1. Click Select Default Payment Method.
  2. Click Make Default next to the desirable payment method.

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7.

To make payment

  1. Click Make payment.
  2. Specify the payment amount.
  3. Click Make Payment to complete the transaction.

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