Billing & Invoices

Viewing managed financial transactions

Viewing managed transactions The Managed Financial Transactions report shows a breakdown of every transaction made by candidates in Prolydian that uses our Stripe account. A user must be given permission to view this information; if you don't see the report in your account check with your organization or reach out to Prolydian Support for assistance. - Log into your Prolydian account and go to the Reports page here: https://app.prolydian.com/reports - Click on the "Managed Financial Transacti...

Viewing detailed invoice information

Viewing detailed invoice information To view a full line item breakdown of what was included on an invoice you can use the Invoice Detail Report. As with the Billing Portal a user must be given permission to view this information; if you don't see the report in your account check with your organization or reach out to Prolydian Support for assistance. - Log into your Prolydian account and go to the Reports page here: https://app.prolydian.com/reports - Click on the "Invoice Detail" repo...

Using Prolydian's Billing Portal (BETA)

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 acco...