From 8386979f78ee4b0e3e3e6ebb6c315f1b3e871106 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Fri, 20 Oct 2023 13:42:47 +0800 Subject: [PATCH 01/18] Create Partner-Billing-Guide https://github.com/Expensify/Expensify/issues/318124 --- .../Partner-Billing-Guide | 89 +++++++++++++++++++ 1 file changed, 89 insertions(+) create mode 100644 docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide new file mode 100644 index 000000000000..f87cdc974cc7 --- /dev/null +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide @@ -0,0 +1,89 @@ +--- +title: Partner Billing Guide +description: Understand how Expensify bills partners and their clients +--- + +# Overview + +The ExpensifyApproved! Partner Program offers exclusive billing rates and features tailored for accountants to ensure seamless client management. If you are an accountant or consultant who recommends spend management solutions to your clients, becoming an ExpensifyApproved! Accountant may be a great certification for you. This guide will walk you through the unique billing perks available to ExpensifyApproved! partners, emphasizing the importance of understanding and managing client billing effectively. To learn what perks partners receive, check out the ExpensifyApproved! program details here. + +# Get exclusive partner pricing + +All ExpensifyApproved! Partners are automatically eligible for a special rate of $9/seat monthly, without an annual commitment when they adopt the Expensify Card. This provides flexibility as active users can vary. Here are the specifics on pricing for our Approved! Partners’ clients: +- **Bundled pricing:** US Clients using the Expensify Card get up to a 50% discount, bringing their monthly bill to $9/seat. Reach out to your Partner Manager to discuss exclusive international pricing discount.s +- **Unbundled pricing (or pay-per-use pricing):** Clients not using the Expensify Card are billed at $18/seat monthly. +- **No annual commitment:** Partners pay only for what they use, with no annual subscriptions required. +- **Expensify Card revenue share:** All partners receive a 0.5% revenue share on Expensify Card transactions made by clients. This revenue share can be passed back to the client for an additional discount to offset their Expensify bill + +# Understanding the billing process + +Expensify bills the owner of the expense policy for the activity on that policy. If accountants retain ownership of client policies, they receive the bill and can then re-bill their clients based on individual agreements. + +Each month, Expensify will send a consolidated bill detailing: +- **Pay-per-use seats:** This is the number of active clients and their users for the month. +- **Expensify Card discount**: This amount reflects how much spend is put on your card, which then determines the discount for that month. +- **Total monthly price:** This amount is the overall price of Expensify when using the Expensify Card discount to offset the cost of the pay-per-use seats +- **Policy list:** This is an overview of all client policies with their respective active seats. + +## Consolidated Domain Billing + +If your firm wishes to consolidate all Expensify billing to a single account, the Consolidated Domain Billing feature is your go-to tool. It centralizes payment for all group policies owned by any domain member of your firm. + +### Activating Consolidated Domain Billing: + 1. Claim and verify your firm’s domain. + 2. Navigate to **Settings > Domains > [Domain Name] > Domain Admins** and set a **"Primary Domain Admin"** by using the drop down toggle to select an email address. + 3. Enable **Consolidated Domain Billing** in the same section. + +The Consolidated Domain Billing tool ensures that billing takes place under a single Expensify account associated with your firm. This eliminates the need to add multiple payment cards across various accounts to cover payments for multiple clients. + +## Maintaining a Console of all clients: + +If your firm wants to have a console view of all client policies and domains, you will want to create a single, centralized login to manage all client policies and domains, such as accounting@myfirm.com. + + 1. Create a dedicated email address that will act as the universal policy owner, for example, accounting@myfirm.com. + 2. Register this email with Expensify or your chosen platform and ensure it is verified and secured. + 3. Within each client policy settings, add your centralized email (e.g. accounting@myfirm.com) as a policy admin. + 4. Do the same with each client domain. + + +## Applying Client IDs to a bill + +Using client IDs for Optimized Billing in Expensify: A unique identifier feature for ExpensifyApproved! accountants. Streamline client Workspace recognition and make your billing process more efficient. + +# How to assign a client ID to a workspace + 1. Log in to your account: Ensure you’re using an Approved! accountant account. + 2. Navigate to the desired Workspace: Go to **Settings > Workspaces > [Workspace Name] > Overview**. + 3. Input the identifier: Here, you can input an alphanumeric unique identifier for each client workspace. +**Note:** If a client has multiple workspaces, ensure each workspace has a consistent client ID. + +# How to access and download billing receipts +Accessing Billing **Settings: Go to Settings > Your Account > Payments > Billing History.** +Download the Receipt: Click on **"Download Receipt CSV".** + + +# Deep Dive +Using client IDs for all Workspaces: It's beneficial to use client IDs for all Workspaces to ensure each one is easily recognizable. +Benefits of itemized billing receipts: Employing client IDs offers itemized billing by client, with each itemization detailing unique active users. + +# FAQ + +**Do I automatically get the special billing rate as an ExpensifyApproved! Partner?** +- Yes, when you join the ExpensifyApproved! program, you will automatically get the special billing rate. To join the ExpensifyApproved! Program, you need to enroll in ExpensifyApproved! University. + +**How can I check my billing details?** +- To check your billing details, be on the lookout for your detailed billing statement sent out at the end of each month. + +**Can I pass the bill to my clients?** +- Yes, you can pass the bill on to your clients. If you retain ownership of client policies in Expensify, you can re-bill your clients. If you’d like the client to own the billing of the Expensify, they can take over billing. + +**What if I don't want to use the Expensify Card?** +- If you prefer not to use the Expensify Card, your clients will be billed at $18/seat monthly. + +**Why use client IDs?** +- Client IDs provide a streamlined method to identify and manage policies, especially beneficial when a client has multiple policies. + +**Do I need a client ID for each Workspace?** +- Yes, if you want to ensure seamless identification and billing processes. + +** Where can I see the Billing Receipts?** +- All billing owners receive an emailed PDF of their monthly billing receipt, but a CSV version can also be downloaded from the platform. From b2c681abbb028739104d3380899938ea9da7f779 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Thu, 26 Oct 2023 00:46:28 +0800 Subject: [PATCH 02/18] Rename Partner-Billing-Guide to Partner-Billing-Guide.md --- .../{Partner-Billing-Guide => Partner-Billing-Guide.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/expensify-classic/expensify-partner-program/{Partner-Billing-Guide => Partner-Billing-Guide.md} (100%) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md similarity index 100% rename from docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide rename to docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md From 4e93762495dfbbf6995e4fd813817fb77978b3c7 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Fri, 17 Nov 2023 23:49:20 +0800 Subject: [PATCH 03/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index f87cdc974cc7..af642db47238 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -62,8 +62,8 @@ Download the Receipt: Click on **"Download Receipt CSV".** # Deep Dive -Using client IDs for all Workspaces: It's beneficial to use client IDs for all Workspaces to ensure each one is easily recognizable. -Benefits of itemized billing receipts: Employing client IDs offers itemized billing by client, with each itemization detailing unique active users. +- Using client IDs for all Workspaces: It's beneficial to use client IDs for all Workspaces to ensure each one is easily recognizable. +- Benefits of itemized billing receipts: Employing client IDs offers itemized billing by client, with each itemization detailing unique active users. # FAQ From 93d65b41e9c2fa0d3732c846c1fadde32a1bfd59 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Tue, 21 Nov 2023 08:10:12 +0800 Subject: [PATCH 04/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index af642db47238..907599b9f0a0 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -57,8 +57,8 @@ Using client IDs for Optimized Billing in Expensify: A unique identifier feature **Note:** If a client has multiple workspaces, ensure each workspace has a consistent client ID. # How to access and download billing receipts -Accessing Billing **Settings: Go to Settings > Your Account > Payments > Billing History.** -Download the Receipt: Click on **"Download Receipt CSV".** +- Accessing Billing: **Settings: Go to Settings > Your Account > Payments > Billing History.** +- Download the Receipt: Click on **"Download Receipt CSV".** # Deep Dive From 621ae5924d5f095cd2c86a15d00147ba64a0ed6d Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Tue, 21 Nov 2023 08:10:21 +0800 Subject: [PATCH 05/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 907599b9f0a0..628ab3aa6da0 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -10,7 +10,7 @@ The ExpensifyApproved! Partner Program offers exclusive billing rates and featur # Get exclusive partner pricing All ExpensifyApproved! Partners are automatically eligible for a special rate of $9/seat monthly, without an annual commitment when they adopt the Expensify Card. This provides flexibility as active users can vary. Here are the specifics on pricing for our Approved! Partners’ clients: -- **Bundled pricing:** US Clients using the Expensify Card get up to a 50% discount, bringing their monthly bill to $9/seat. Reach out to your Partner Manager to discuss exclusive international pricing discount.s +- **Bundled pricing:** US Clients using the Expensify Card get up to a 50% discount, bringing their monthly bill to $9/seat. Reach out to your Partner Manager to discuss exclusive international pricing discount. - **Unbundled pricing (or pay-per-use pricing):** Clients not using the Expensify Card are billed at $18/seat monthly. - **No annual commitment:** Partners pay only for what they use, with no annual subscriptions required. - **Expensify Card revenue share:** All partners receive a 0.5% revenue share on Expensify Card transactions made by clients. This revenue share can be passed back to the client for an additional discount to offset their Expensify bill From 6e26965002dd48012cd8be1e5541d4931da89826 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Tue, 21 Nov 2023 08:10:29 +0800 Subject: [PATCH 06/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 628ab3aa6da0..8bdc255513ab 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -22,7 +22,7 @@ Expensify bills the owner of the expense policy for the activity on that policy. Each month, Expensify will send a consolidated bill detailing: - **Pay-per-use seats:** This is the number of active clients and their users for the month. - **Expensify Card discount**: This amount reflects how much spend is put on your card, which then determines the discount for that month. -- **Total monthly price:** This amount is the overall price of Expensify when using the Expensify Card discount to offset the cost of the pay-per-use seats +- **Total monthly price:** This amount is the overall price of Expensify when using the Expensify Card discount to offset the cost of the pay-per-use seats. - **Policy list:** This is an overview of all client policies with their respective active seats. ## Consolidated Domain Billing From 40e4e66c2aa989f9e6e0aa48e465d83bb270d913 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Tue, 21 Nov 2023 08:10:35 +0800 Subject: [PATCH 07/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 8bdc255513ab..ea8cd830fa0e 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -42,7 +42,7 @@ If your firm wants to have a console view of all client policies and domains, yo 1. Create a dedicated email address that will act as the universal policy owner, for example, accounting@myfirm.com. 2. Register this email with Expensify or your chosen platform and ensure it is verified and secured. - 3. Within each client policy settings, add your centralized email (e.g. accounting@myfirm.com) as a policy admin. + 3. Within each client workspace settings, add your centralized email (e.g. accounting@myfirm.com) as a workspace admin. 4. Do the same with each client domain. From 9d248e8019e682a0d37657921d24ac0a209ebff1 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Tue, 21 Nov 2023 08:10:41 +0800 Subject: [PATCH 08/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index ea8cd830fa0e..f230ce731f31 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -17,7 +17,7 @@ All ExpensifyApproved! Partners are automatically eligible for a special rate of # Understanding the billing process -Expensify bills the owner of the expense policy for the activity on that policy. If accountants retain ownership of client policies, they receive the bill and can then re-bill their clients based on individual agreements. +Expensify bills the owner of the expense workspace for the activity on that workspace. If accountants retain ownership of client workspaces, they receive the bill and can then re-bill their clients based on individual agreements. Each month, Expensify will send a consolidated bill detailing: - **Pay-per-use seats:** This is the number of active clients and their users for the month. From 28db891d51b78b1a8531afba29c613e0c2f63c53 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Tue, 21 Nov 2023 08:10:47 +0800 Subject: [PATCH 09/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index f230ce731f31..0d28e4ed8d03 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -40,7 +40,7 @@ The Consolidated Domain Billing tool ensures that billing takes place under a si If your firm wants to have a console view of all client policies and domains, you will want to create a single, centralized login to manage all client policies and domains, such as accounting@myfirm.com. - 1. Create a dedicated email address that will act as the universal policy owner, for example, accounting@myfirm.com. + 1. Create a dedicated email address that will act as the universal workspace owner, for example, accounting@myfirm.com. 2. Register this email with Expensify or your chosen platform and ensure it is verified and secured. 3. Within each client workspace settings, add your centralized email (e.g. accounting@myfirm.com) as a workspace admin. 4. Do the same with each client domain. From 4ad4bba4e8148950764a7a4ed944a89b70848236 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Tue, 21 Nov 2023 08:10:56 +0800 Subject: [PATCH 10/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 1 - 1 file changed, 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 0d28e4ed8d03..2289ebabd7ea 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -60,7 +60,6 @@ Using client IDs for Optimized Billing in Expensify: A unique identifier feature - Accessing Billing: **Settings: Go to Settings > Your Account > Payments > Billing History.** - Download the Receipt: Click on **"Download Receipt CSV".** - # Deep Dive - Using client IDs for all Workspaces: It's beneficial to use client IDs for all Workspaces to ensure each one is easily recognizable. - Benefits of itemized billing receipts: Employing client IDs offers itemized billing by client, with each itemization detailing unique active users. From 2e36f7eb3786f6bf791bcb65ad93098e5047a525 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Thu, 23 Nov 2023 05:55:48 +0800 Subject: [PATCH 11/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 2289ebabd7ea..3588ac87297f 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -13,7 +13,7 @@ All ExpensifyApproved! Partners are automatically eligible for a special rate of - **Bundled pricing:** US Clients using the Expensify Card get up to a 50% discount, bringing their monthly bill to $9/seat. Reach out to your Partner Manager to discuss exclusive international pricing discount. - **Unbundled pricing (or pay-per-use pricing):** Clients not using the Expensify Card are billed at $18/seat monthly. - **No annual commitment:** Partners pay only for what they use, with no annual subscriptions required. -- **Expensify Card revenue share:** All partners receive a 0.5% revenue share on Expensify Card transactions made by clients. This revenue share can be passed back to the client for an additional discount to offset their Expensify bill +- **Expensify Card revenue share:** All partners receive a 0.5% revenue share on Expensify Card transactions made by clients. This revenue share can be passed back to the client for an additional discount to offset their Expensify bill. # Understanding the billing process From 5060810d8049913694a49eb98b7064261b2f7576 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Sat, 2 Dec 2023 01:07:27 +0800 Subject: [PATCH 12/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 3588ac87297f..f0f170c8707d 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -38,7 +38,7 @@ The Consolidated Domain Billing tool ensures that billing takes place under a si ## Maintaining a Console of all clients: -If your firm wants to have a console view of all client policies and domains, you will want to create a single, centralized login to manage all client policies and domains, such as accounting@myfirm.com. +If your firm wants to have a console view of all client workspaces and domains, you will want to create a single, centralized login to manage all client workspaces and domains, such as accounting@myfirm.com. 1. Create a dedicated email address that will act as the universal workspace owner, for example, accounting@myfirm.com. 2. Register this email with Expensify or your chosen platform and ensure it is verified and secured. From 298254dbda46c6da64753614dc14fcf02d917e5f Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Sat, 2 Dec 2023 01:07:39 +0800 Subject: [PATCH 13/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 1 - 1 file changed, 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index f0f170c8707d..3df593f712a4 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -45,7 +45,6 @@ If your firm wants to have a console view of all client workspaces and domains, 3. Within each client workspace settings, add your centralized email (e.g. accounting@myfirm.com) as a workspace admin. 4. Do the same with each client domain. - ## Applying Client IDs to a bill Using client IDs for Optimized Billing in Expensify: A unique identifier feature for ExpensifyApproved! accountants. Streamline client Workspace recognition and make your billing process more efficient. From 2101e426c1354d77e7b3568627a9127668663bbb Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Sat, 2 Dec 2023 01:07:53 +0800 Subject: [PATCH 14/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 3df593f712a4..436950fca8e1 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -72,7 +72,7 @@ Using client IDs for Optimized Billing in Expensify: A unique identifier feature - To check your billing details, be on the lookout for your detailed billing statement sent out at the end of each month. **Can I pass the bill to my clients?** -- Yes, you can pass the bill on to your clients. If you retain ownership of client policies in Expensify, you can re-bill your clients. If you’d like the client to own the billing of the Expensify, they can take over billing. +- Yes, you can pass the bill on to your clients. If you retain ownership of client workspaces in Expensify, you can re-bill your clients. If you’d like the client to own the billing of the Expensify, they can take over billing. **What if I don't want to use the Expensify Card?** - If you prefer not to use the Expensify Card, your clients will be billed at $18/seat monthly. From 5354f6967ba744b4bd15c898f6e48959fa1b155a Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Sat, 2 Dec 2023 01:08:17 +0800 Subject: [PATCH 15/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 436950fca8e1..902fb49fd8a1 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -27,7 +27,7 @@ Each month, Expensify will send a consolidated bill detailing: ## Consolidated Domain Billing -If your firm wishes to consolidate all Expensify billing to a single account, the Consolidated Domain Billing feature is your go-to tool. It centralizes payment for all group policies owned by any domain member of your firm. +If your firm wishes to consolidate all Expensify billing to a single account, the Consolidated Domain Billing feature is your go-to tool. It centralizes payment for all group workspaces owned by any domain member of your firm. ### Activating Consolidated Domain Billing: 1. Claim and verify your firm’s domain. From fe54b5c79ec71dd19edf895cf98b9ef1dfb51a8c Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Sat, 2 Dec 2023 01:09:13 +0800 Subject: [PATCH 16/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 902fb49fd8a1..78569fdc9fc1 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -78,7 +78,7 @@ Using client IDs for Optimized Billing in Expensify: A unique identifier feature - If you prefer not to use the Expensify Card, your clients will be billed at $18/seat monthly. **Why use client IDs?** -- Client IDs provide a streamlined method to identify and manage policies, especially beneficial when a client has multiple policies. +- Client IDs provide a streamlined method to identify and manage workspaces, especially beneficial when a client has multiple workspaces. **Do I need a client ID for each Workspace?** - Yes, if you want to ensure seamless identification and billing processes. From b6a4aa89ffa05f77deda70a36b39eee6630fbecc Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Sat, 2 Dec 2023 01:09:37 +0800 Subject: [PATCH 17/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 78569fdc9fc1..331384110222 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -23,7 +23,7 @@ Each month, Expensify will send a consolidated bill detailing: - **Pay-per-use seats:** This is the number of active clients and their users for the month. - **Expensify Card discount**: This amount reflects how much spend is put on your card, which then determines the discount for that month. - **Total monthly price:** This amount is the overall price of Expensify when using the Expensify Card discount to offset the cost of the pay-per-use seats. -- **Policy list:** This is an overview of all client policies with their respective active seats. +- **Workspace list:** This is an overview of all client workspaces with their respective active seats. ## Consolidated Domain Billing From d73b200402da6dca5cb8c3f2f8313b614ec0b029 Mon Sep 17 00:00:00 2001 From: David Cardoza Date: Tue, 5 Dec 2023 07:19:17 +0800 Subject: [PATCH 18/18] Update docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md Co-authored-by: Monil Bhavsar --- .../expensify-partner-program/Partner-Billing-Guide.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md index 331384110222..750a1fc10e77 100644 --- a/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md +++ b/docs/articles/expensify-classic/expensify-partner-program/Partner-Billing-Guide.md @@ -83,5 +83,5 @@ Using client IDs for Optimized Billing in Expensify: A unique identifier feature **Do I need a client ID for each Workspace?** - Yes, if you want to ensure seamless identification and billing processes. -** Where can I see the Billing Receipts?** +**Where can I see the Billing Receipts?** - All billing owners receive an emailed PDF of their monthly billing receipt, but a CSV version can also be downloaded from the platform.