Billing Account Management

Setting Up a Billing Account- Host Admin

Follow the steps below to set up a billing account and manage billing details: Step 1: Navigate to the Billing Setup

• Access the Landing Page: Once you arrive on the platform's landing page, go to the top-right corner.
• Open the Profile Menu: Click on the profile icon.
• Select "Set up Billing": Choose the "Set up Billing" option from the dropdown menu.

Step 2: Complete the Billing Form

• A billing form will appear, prompting you to fill in the following details:
• Account Name: Choose a unique account name.
• First Name: Enter your first name.
• Last Name: Enter your last name.
• Email: Provide a valid email address.
• Organization: Specify your organization name.
• Address: Enter your full address.
• City: Specify the city.
• State: Provide the state or region.
• Zip Code/Pincode: Enter the zip code or postal code.
• Country: Select your country from the dropdown list.
• Plan Type: Choose a plan type based on your requirements:
  • Student
  • Academic
  • Enterprise

• Payment Method: Choose "Coupon" as the payment method if applicable.

Step 3: After Creating the Billing Account

Once the billing account is successfully created, you will be redirected to a page with multiple tabs, each serving a different purpose

• Contact Info Tab:
  • Displays details of the billing contact, including account name and contact information.
• Members Tab:
  • View details of all associated members.
  • Add New Members: Click on the "Add Member" button to open a dialog box. Enter the member's email address and confirm to add them.

• For Plan tab, Quotes tab, Coupon tab:User can view the details but require Host admin access

• Generate Quotes:

  • To generate a quote, click on the "Generate Quotes" option located in the top-right corner.
  • You will be redirected to the quote generator page, where you can add details for various types of samples and generate a quote.