Managing Payments, Invoices, and Billing Settings in Protiv

Where Billing Lives in Protiv

All billing-related actions live in one place.

To access billing:

1. Go to Settings

2. Select Billing

From this page, you can:

1. View invoices

2. Review billing usage

3. Check your prepaid credit balance

4. Access the billing portal

This is the starting point for anything billing-related.

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Viewing Your Invoices

Protiv generates an invoice every month based on actual usage.

To view invoices:

1. Go to Settings → Billing

2. Open Invoice History

Each invoice shows:

1. How many users were billed

2. Your plan rate

3. Usage amount

4. Any minimums applied

5. The final monthly total

 

If you’re trying to understand why you were charged a certain amount, this is where to look first.

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Using the Billing & Usage Report

If you’re asking “Who was billed and why?”, start with the Billing / Usage Report.

This report lets you:

1. See exactly which users were counted each month

2. Understand why each user was billable

3. Match usage directly to the invoice total

This is especially useful for:

1. Auditing invoices

2. Answering internal questions

3. Resolving billing confusion without back-and-forth

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Managing Payment Methods

Protiv uses a secure billing provider to process payments.

From Settings → Billing, you can:

1. Open the Billing Portal

2. Add or update credit cards

3. View past payments

4. Download invoices

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Linking an Existing Billing Profile

If your company already has a billing profile on file:

1. An admin can link that existing profile to your Protiv account

2. This allows you to reuse stored payment methods

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Billing Access & Permissions

Only admins with the correct permissions can:

1. View invoices

2. Update payment methods

3. Access the billing portal

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Common Questions

I updated my card — does that change past invoices?
No. Updating a payment method only affects future charges.

Why did I receive an invoice notification?
Invoices are generated monthly based on usage, even if prepaid credits cover the full amount.

Where can I download invoices for accounting?
Invoices are available in Settings → Billing and inside the billing portal.

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Where to Go Next

If you’re looking for answers to a specific billing question, start with the article that best matches your situation:

1. How Protiv Billing Works

2. What Counts as a Billable User

3. How Your Monthly Protiv Invoice Is Calculated

4. How Prepay, Credits, and Rollovers Work

Each article focuses on one billing topic at a time, with examples.

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