Getting Started: Billing Overview

This article provides an overview of the billing information in your Double the Donation account and how you can update your information on file.

Billing

Adding a card on file

How to email an invoice to your organization

Adding Billing Contacts

Removing Billing Contacts

Additional Resources:

Training Video: Billing Overview

Billing

You can find basic information about your organization's billing plan and update your billing information within the Billing tab. Within the Billing tab, you'll see listed the name of your Double the Donation plan and your next billing date.

Adding a card on file

You can add a new card on file if you'd like your card to be automatically charged on an annual or monthly basis for your Double the Donation account. You will have a note under the "Credit Card On File" section if a credit card is not on file for your organization. When you add a card on file, your card can be automatically charged, which prevents any disruption of services as your account will be up-to-date with every automatic credit card charge.

Once a card is added, you can click the Pay Balance button to pay any outstanding balance from right within your account.

The information that you include should be the following:

First and Last Name (as it appears on the card)
Credit Card Number
Expiration Month and Year
CVV

How to email an invoice to your organization

You'll see a link in the Invoices section toward the bottom to email any outstanding invoice to pay by check.

Adding billing contacts

Enter additional email addresses you would like to receive billing notifications and invoices from Double the Donation. We highly recommend adding the main inbox of your organization's finance team (e.g., finance@yourorganization.org) to ensure uninterrupted delivery of billing notifications. Users marked as receiving Billing Emails in the User Management tab will also receive these notifications.

You can add and remove email addresses here without needing to add a new user in the User Management tab.

Removing Billing Contacts

To remove a contact, simply click on the Contact Record remove, then select "Remove Contact" as shown in the screenshot below:

To remove multiple contacts, you can press and hold the CTRL button + select all the records you would like to remove from your billing contacts, and select Remove Contact.