Not sure what the charges on your billing invoice mean, or need a copy for your records? This article explains how to access and download invoices from the Billing Portal and provides a breakdown of the most common charges you’ll see, including new subscriptions, renewals, additional seats, and sales taxes.
In this article, you will learn...
- How to understand a new subscription or renewal invoice 🧾
- How to understand additional seat invoices 👥
- The context behind sales taxes on invoices 💰
Access and availability
⛔️ Required access to the 15Five Billing Portal.
👥 This article is relevant to Account admins and Billing admins.
📦 This feature is available in all pricing packages.
Note
Refer to our "Download a billing invoice" article for steps on accessing and downloading invoices.
Understand new subscription or renewal invoices 🧾
The Activity indicates what subscription you’ve purchased as well as your subscription term in the Service Period column.
The Qty indicates the number of individuals you’ve purchased.
The Rate is your cost per user for the length of the subscription and the Subtotal represents the Qty x Rate x Service Period.
Understand additional seat invoices 👥
When you add people to your account mid-subscription, your billing is automatically adjusted on your monthly anniversary. If new additions exceed your available seats, you'll be charged for the extra seats, prorated for the time left in your subscription.
Note
Charges only apply once a person accepts their invitation to 15Five and their account becomes active or when they're marked as using a billed seat by an account admin, such as for engagement surveys.
The Activity indicates what subscription you’ve purchased as well as your remaining subscription term in the Service Period column.
This Qty indicates the total number of seats on your account for which you have already paid.
The proration credit is based on the remaining Service Period (paid) x Qty (paid) x Rate (multiplied by total subscription months)
This Qty indicates the total number of seats on your account now.
Qty #3 minus Qty #2 equals the number of individuals added to the subscription for that period.
The Subtotal is based on:
Qty #3 - Qty #2 (paid) x Rate (prorate by total subscription months remaining)
In this case, forty-two users were added in the month of August thus creating a charge for the difference between the current paid user count and the new user count. 774 - 732 x $90 (10 months) = $3,780.
The context behind sales taxes on invoices 💰
Starting January 1, 2021, we are required by law to apply sales tax to all charges when the company billing address is located in a taxable state. This change is a result of either 15Five meeting or exceeding NEXUS requirements in certain states OR states enacting new sales tax legislation, thus requiring the collection of sales and use taxes accordingly. Depending on your tax exemption status and location, local and state sales tax charges may be added to your invoice.
These sales tax charges are indicated by a separate line item on your invoices. Invoices can be viewed under the 'Invoice' tab in the Billing Portal.
Note
If you are a non-profit organization claiming an exemption from being charged sales tax, send a valid tax exemption certificate to AR@15five.com. After review, 15Five will update the taxability status of your account in our billing system and make necessary adjustments to your plan pricing. Learn more in our "Sales tax for non-profits" article.
How to download an invoice 🧾
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'Company settings' from the dropdown
- Open the 'Billing' tab.
Note
If you are an account admin or billing admin and don't see the "Billing" tab, please contact our Support Team.
- Click Manage Billing Details at the top right of your page. Clicking this will sign you into the Billing Portal.
- From the Billing Portal, click on the 'Invoices' tab.
- Find the invoice you're looking for and click the invoice number to download.
Note
To request copies of previous invoices not in the portal, please contact our Billing Team at ar@15five.com.