Prolydian's Billing Portal allows you to view current and past invoices along with your current payment plan(s) and billing information. In the portal you can make credit card payments, set up autopay, add/edit payment methods, view ACH transfer information, and updating billing information.
***Please note that this feature is in a "beta" phase - if you encounter any trouble with it, please contact us at support@prolydian.com.
Accessing the Billing Portal
- Log into your Prolydian account at https://app.prolydian.com and go to People > Organizations
- Click the three dots to the left of your organization's name and select "Visit billing portal"
Paying an Invoice
- In the Billing Portal scroll down to "Invoice History"
- Click on the date of the unpaid invoice
- To pay via card enter your credit card details and click the "Pay Now" or "Schedule payment" button -OR-
- To pay via Bank Transfer/ACH click "Bank transfer" to view the bank information.
Viewing an Invoice Receipt
- In the Billing Portal scroll down to "Invoice History"
- Click on the date of a paid invoice
- You will then be able to view the invoice details or click "Download receipt" or "Download invoice"
- To view a full line item breakdown of what was included on an invoice you can use the Invoice Detail Report. Please find instructions for doing so here:
- Viewing Detailed Invoice Information
Updating Payment Methods
- In the Billing Portal scroll down to "Payment Methods"
- Click "Add payment method"
- Enter your credit card information and click "Add"
Selecting a Default Payment Method
- Under Payment Methods click the three dots to the left of the desired card
- Choose "Make default"
Deleting a Payment Method
- Under Payment Methods click the three dots to the left of the desired card
- Choose "Delete"
Updating Billing Information
- In the Billing Portal scroll down to "Billing Information"
- Click "Update information"
- Edit as needed and click "Save"