Billing Accounts and Items

Log in to the PacketFabric portal and select Billing in the left menu.

billing

Note: If you do not see this option:

  • Your account might not have appropriate permissions.
  • Customers who signed up through a PacketFabric reseller partner do not have access to the billing pages.

Items

This is a sortable list of all your billable services. You can filter by billing account and product type, or search for a specific product.

Accounts

From here you can create, edit, and delete billing accounts.

When you have multiple billing accounts, you can select which billing account to use when creating services. Separate invoices are generated for each account.

Note: You need Admin privileges to create and edit billing accounts.

You cannot delete a billing account that has active services. You can edit the account instead.

Create a billing account

To create a new billing account, click Create Billing Account in the upper right. If you do not see this option, you do not have Admin privileges.

Complete the following fields:

  • Header row
    • Field
    • Description
  • Row 1
    • First Name
      Last Name

      PO Number

    • You can either add a person as the contact for the billing account, or use a purchase order (PO) number.

  • Row 2
    • Email

    • Enter an email contact for the account.

      IMPORTANT: The email address you specify receives a monthly notification with invoice and payment information.
  • Row 2
    • Phone
    • Enter an phone number for the account.
  • Row 1
    • Address 1/2
      City
      State/Province
      Postal Code
      Country
    • Enter the appropriate mailing address for the account.
  • Row 1
    • Use automatic payments

    • If selected, your credit card on file will be automatically billed.

      For more information, see Automated Credit Card Payments.

  • Row 1
    • Make this the default billing account
    • If selected, this account is pre-populated as the billing account when ordering PacketFabric services. Other accounts remain selectable from the drop-down menu.

Edit a billing account

To edit an existing account, click the edit icon next to the account.

screenshot of edit action

NOTE: If you do not see the edit icon, your user account doesn’t have the appropriate permissions. Contact one of your account admins.

Delete a billing account

To delete a billing account, first you must ensure that the account does not have any active services. Once all services are removed, you can click the delete icon next to the account.

NOTE: If you do not see the delete icon, your user account doesn’t have the appropriate permissions. Contact one of your account admins.

Manage and enable automatic payments

Edit the billing account (see the steps above) to enable or disable automatic payments. If enabled, your credit card on file will be automatically billed.

For more information, see Automated Credit Card Payments.

Make a default billing account

The default billing account is the one specified when you created your PacketFabric account. This account is selected by default when ordering PacketFabric services.

To change the default account, edit the billing account (see the steps above) and select Make this the default billing account.

screenshot of Update Contact window