Help CenterWhen are monthly invoices generated?
Monthly invoices for the prior month's services are usually generated on the 7th day of the following month. After month-end, you will be able to preview the estimated monthly billing amount before the invoice is finalized. You can view and download finalized invoices in the Admin Portal in the Payment History section on the Manage Account > Subscription page.
How do I add or update my payment information?
You can update your payment information in the Admin Portal by navigating to the Manage Account > Subscription page, and editing the Payment Information table. When prompted, provide the updated payment information.
When adding payment information for the first time, you will need to make sure that a billing contact name and email address have first been added to the Billing Contact table.
How is my monthly billing amount calculated?
Monthly invoices are calculated for services provided in the prior calendar month. These amounts are generally based on a combination of a firm-level base fee, the total number of administrative licenses that were active for any portion of the month, and any premium user or organization add-ons elected by the firm.
When are monthly invoices billed?
You can view the recurring monthly billing date in the Manage Account > Subscription page, which is generally set as the 10th of the following month.
What should I do if my payment failed?
If your payment fails, you will need to review and update your payment information in the Admin Portal in the Manage Account > Subscription page.
If it is the first time the payment has failed for the specified invoice, we will automatically try reprocessing the invoice again after 7 days from when you were first notified. If it is the second time the payment has failed for the specified invoice, you will need to locate the outstanding invoice under the Payment History section on the Subscription page, and select Retry payment in the three-dot menu after you have updated the payment information.
Althernatively, you may contact Savology directly to fully reconcile the payment after you have updated the payment information.