Billing: invoices, reminders and your account team

Open Settings, then Billing in your organization to see what you owe, which reminders went out, and who to call. The page has three cards: Invoices, Billing notices and Your Account Team.

Note

Billing only appears for people whose role can view billing details. If you cannot see it, ask an organization admin to change your role. Your contract, plan and usage against limits are managed by Sessionboard and are not shown to customers on this page.

Invoices

The top line shows how many invoices are open and the total outstanding. When nothing is due it reads Nothing outstanding.

Each row shows:

Column	What it is
Invoice	The invoice number
For	What the invoice covers
Amount	The invoice total
Open	What is still unpaid on it
Due	The due date
Status	Whether it is paid, open or overdue

An unpaid invoice has a Pay button that opens the payment page for that invoice in a new tab. If a reminder has been emailed for an invoice, the row says Reminder sent with the date.

If the card says invoices could not be loaded, reload the page. If they still do not load, email support@sessionboard.com.

Billing notices

This is the record of every invoice reminder we emailed to your team, so you can answer “did finance get it?” without asking us.

Column	What it tells you
Sent	When the reminder went out
Invoice	Which invoice it was about
Sent to	Who received it
Sent by	Who at Sessionboard sent it
Open at the time	How much of the invoice was unpaid when it went out
Delivery	Sent, Delivered, Opened, Delayed, Bounced, Not delivered, Marked as spam or Unsubscribed

If a reminder shows Bounced, Not delivered or Marked as spam, the person did not get it. Ask us to change who receives billing reminders, or ask the person to check their spam folder and allow mail from Sessionboard. Until nothing has been sent, the card reads No invoice reminders have been sent.

Your Account Team

Your Customer Success and billing contacts, with a link to book a meeting where they have shared one. If no one is assigned yet, the card gives support@sessionboard.com.

Common questions

Can I change who gets invoice reminders? Yes. Ask your account team or email support@sessionboard.com with the addresses to include or leave out.

Can I download a past invoice? Use Pay to open the invoice page for that invoice. Anything you cannot find there, your account team can send.

Where do I see my plan limits? Your account team can confirm your contract and plan limits.