Billing

The Billing page (route /billing) is where you manage the commercial side of your Agilicus AnyX subscription: the billing contact, the subscription itself, payment information, and the usage metrics that drive the invoice.

Purpose

Billing combines the subscription controls and the usage picture in one place:

the contact email where invoices are sent;
START SUBSCRIPTION and VIEW/UPDATE PAYMENT INFORMATION, which manage the subscription and the payment method;
DOWNLOAD SUBSCRIPTIONS, which exports the subscription details as a CSV file; and
the Usage Metrics table, which shows your active and provisioned usage per resource type.

See Billing and subscriptions for the underlying concepts.

Why use it

Set up payment so the subscription can be billed.
Update the payment method (a credit card; only the brand and last four digits are ever shown).
Confirm who receives email notice of invoices.
Review subscription information such as start date, trial status, payment status, currency, and balances.
Review usage against your plan’s capacity (see Usage metrics).
Download a CSV of subscription information for your records.

When to use it

During onboarding, as part of the Setup payment task.
When the payment card expires or the billing contact changes.
Before a billing period ends, to review expected charges.
When you need to plan capacity against your plan limits.

Prerequisite: viewing billing requires read permission; starting a subscription or updating payment requires owner permission and an existing subscription. If you do not have permission the buttons are disabled with an explanatory tooltip.

How to use it

Open Organisation > Billing from the left navigation.
Review the Contact email (read-only; it is set from the billing account).
If a subscription already exists (for example a trial) but no payment method is on file, the page shows START SUBSCRIPTION. With owner permission, select it to open the payment dialog and start the subscription.
Under Subscription Information, select VIEW/UPDATE PAYMENT INFORMATION to set up or change the payment method and invoice contact. (This button is disabled until an active subscription exists.)
Select DOWNLOAD SUBSCRIPTIONS to export the subscription data as subscriptions_data.csv.
Review the Usage Metrics table at the bottom of the page to see what is being counted toward the invoice.

Fields and controls reference

Field or control	Purpose	Required	Default	Valid values	Notes
Contact email	The email address where invoices are sent	Yes	Sign-up contact	A valid email address	Read-only on this page; managed through the payment flow
START SUBSCRIPTION	Starts the subscription and opens the payment dialog	n/a	n/a	n/a	Enabled only with owner permission, an existing subscription, and no payment method on file
VIEW/UPDATE PAYMENT INFORMATION	Sets up or changes the payment method and invoice contact	n/a	n/a	n/a	Label is VIEW/UPDATE PAYMENT INFORMATION once a subscription exists
DOWNLOAD SUBSCRIPTIONS	Exports subscription details to a CSV file	n/a	n/a	n/a	Produces `subscriptions_data.csv`
Usage Metrics table	Active and provisioned usage per resource type	n/a	n/a	n/a	Read-only

Usage Metrics table

Column	Meaning
Type	The resource or entitlement type (users, shares, applications, networks, service forwarders, desktops, SSH, resources, agent, connector)
Active	The count currently in use
Provisioned	The count provisioned on your plan

In this guide’s example the organisation shows a handful of users, groups, resources, connectors, and sub-organisations. Exact counts vary as the organisation changes; the Resources overview lists current totals by type.

Dialogs and popups

Payment dialog

The payment flow opens a dialog (the payment dialog) that explains the subscription setup and offers to set or modify the payment subscription. It is also used to confirm the invoice contact. The actual card entry happens in a secure Stripe-hosted form embedded in the checkout dialog, so the full card number is never shown in the portal.

The payment and checkout dialogs only open when a subscription exists and you have owner permission. In a brand-new organisation with no subscription, START SUBSCRIPTION and VIEW/UPDATE PAYMENT INFORMATION are disabled, and the tooltip explains why.

Demo environment note

In a demo or trial organisation that has not started a subscription, the subscription buttons appear disabled. This is expected: the payment dialogs only appear once a subscription exists.

Configuration versus diagnostics versus confirmation

Configuration: the payment method and invoice contact are set through the payment flow; the subscription information is stored on your billing account.
Diagnostics: the usage metrics table and subscription balance, dates, and payment status are read-only views.
Confirmation: starting a subscription or updating the payment method is a confirmed action through the payment dialog; the card details are entered in the Stripe-hosted checkout form.

Pagination and async behaviour

The Usage Metrics table pages at 25 rows per page.
Subscription and payment changes are asynchronous: after the payment flow completes, wait a few seconds and reload the page to confirm. The billing account data refreshes automatically (for example, the START SUBSCRIPTION button disappears once a payment method is on file, and the delete button on the Organisation overview greys out once deletion is scheduled).

Troubleshooting

The payment buttons are disabled: no active subscription exists, or your account lacks owner permission. Hover over the button for the reason.
I cannot find the full card number: it is never displayed. Only the brand and last four digits are stored or shown. To change the card, use the payment flow.
The invoices go to the wrong address: update the billing contact in the payment flow (see How may I set who receives email notice of an invoice?).
Usage looks higher than expected: review the active versus provisioned counts per type and compare with your plan limits (see Pricing).