diff --git a/docs/admin-guide/billing-account.md b/docs/admin-guide/billing-account.md index 03b0e8e..63a62cc 100644 --- a/docs/admin-guide/billing-account.md +++ b/docs/admin-guide/billing-account.md @@ -7,28 +7,29 @@ sidebar_position: 5 ### 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 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. ![billing-option-dropdown](/img/billing-option-dropdown.png) **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: +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 @@ -36,33 +37,34 @@ Follow the steps below to set up a billing account and manage billing details: ![billing-account-create-page](/img/billing-account-create-page.png) -- **Payment Method**: Choose "Coupon" as the payment method if applicable. +- **Payment Method**: Choose "Coupon" “Credit card”, “PO”, “Invoice” as the payment method if applicable. -![coupon-payment-method](/img/coupon-payment-method.png) +![billing-payment-method](/img/billing-payment-method.png) **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 +- Associating the billing account with the Team : please refer to the [https://docs-basepair.vercel.app/teams/billing](https://docs-basepair.vercel.app/teams/billing) document. -![billing-account-detail](/img/billing-account-detail.png) +- Once the billing account is successfully created, you will be redirected to a page with multiple tabs, each serving a different purpose + ![billing-account-detail](/img/billing-account-detail.png) -- **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. + - **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. ![add-new-member](/img/add-new-member.png) ![add-new-member-dialog](/img/add-new-member-dialog.png) -- For Plan tab, Quotes tab, Coupon tab:User can view the details but require Host admin access +- **For Plan tab, Quotes tab, Coupon tab**: User can view the details but require Host admin access -- Generate Quotes: +**Step 4: Purchase Credits** - 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. @@ -70,3 +72,38 @@ Once the billing account is successfully created, you will be redirected to a pa ![quotes-detail-page](/img/quotes-detail-page.png) +The quote will be sent to the user’s email address provided. +**Note**: A quote will not be generated unless the team is mapped to the corresponding billing account. + + +**To Make a Payment:** + +- **Coupon Activation**: For more details on coupons, please refer to the documentation: [https://docs-basepair.vercel.app/admin-guide/coupons](https://docs-basepair.vercel.app/admin-guide/coupons). + + **Note**: + Host Admin access is required to generate and activate coupons. + If you do not have Host Admin access, please contact the Basepair team to enable it. + +- **Credit Card / PO** + + ![credit-card-payment-option](/img/credit-card-payment-option.png) + + Enter the required details and click “**Make a Payment**” to purchase credits. + + ![credit-card-payment-page](/img/credit-card-payment-page.png) + + If the user has a Purchase Order (PO), they can upload/submit it via this page and proceed with the purchase. + + ![purchase-order-payment-page](/img/purchase-order-payment-page.png) + + + - Credits will be added to the account automatically. + - To view available credits: + - Go to Settings → Usage + - The remaining credits will be displayed there. + + If there is any issue with credits not reflecting, please reach out to the Basepair team for assistance. + + ![usage-option](/img/usage-option.png) + + ![usage-page](/img/usage-page.png) diff --git a/static/img/billing-payment-method.png b/static/img/billing-payment-method.png new file mode 100644 index 0000000..94565b6 Binary files /dev/null and b/static/img/billing-payment-method.png differ diff --git a/static/img/credit-card-payment-option.png b/static/img/credit-card-payment-option.png new file mode 100644 index 0000000..469905f Binary files /dev/null and b/static/img/credit-card-payment-option.png differ diff --git a/static/img/credit-card-payment-page.png b/static/img/credit-card-payment-page.png new file mode 100644 index 0000000..40d560c Binary files /dev/null and b/static/img/credit-card-payment-page.png differ diff --git a/static/img/purchase-order-payment-page.png b/static/img/purchase-order-payment-page.png new file mode 100644 index 0000000..f36c2d6 Binary files /dev/null and b/static/img/purchase-order-payment-page.png differ diff --git a/static/img/usage-option.png b/static/img/usage-option.png new file mode 100644 index 0000000..c036ace Binary files /dev/null and b/static/img/usage-option.png differ diff --git a/static/img/usage-page.png b/static/img/usage-page.png new file mode 100644 index 0000000..d8343b1 Binary files /dev/null and b/static/img/usage-page.png differ