569794bc featured anyx admin getting startedsetup payment

Getting started: setup payment

CONTACT

The final setup task makes sure billing is configured so the subscription can be paid.

Setup payment guide

What this task is for

Your organisation needs a billing account and a payment method. This task points you to the billing screens where you set those up.

How to do it

  1. Open Getting Started > Setup Payment from the left navigation.
  2. Follow the guide to Organisation > Billing (Billing).
  3. Enter or update the payment method (a credit card; only the brand and last four digits are ever shown).
  4. Choose who should receive email notice of invoices.
  5. Confirm the billing account shows your organisation’s details.
  6. Mark Setup Payment complete on the task board.

After you finish

Your organisation is fully set up: connected to sites, users identified, resources exposed, permissions assigned, auditing understood, and billing configured. You can now use the rest of the portal freely.

Configuration versus confirmation

  • Configuration: entering the payment method and invoice contacts in the billing screens.
  • Confirmation: the payment screens show a confirmation of the payment method before you save; some flows open a payment dialog to confirm details.

See also

Web guide