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Companies can have several payment methods — a company card, company invoice, credits, and day passes. Both company managers and administrators can set who may use each one for each service: only company managers, or company managers and members.

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Set payment method permissions

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As a company manager

  1. Go to Membership > the section with the company name > Billing.
  1. In the Payment methods section, click (…) next to the payment method > Edit.
  1. Set the permission for each service:
    • Company managers — only company managers can use this payment method for this service.
    • Company members — both company managers and members can use this payment method for this service.
    • None — neither company managers nor members can use this payment method for this service. Available for Company invoice only.
Customer Management Company Payment Method Permissions Edit Permission Manager
  1. Press Save.
By default, permissions for company credits and day passes are set to Company members, while permissions for company cards are set to Company managers.
Only administrators can set a Company invoice service to None. Company managers see only the services an administrator set to Company managers or Company members, and can switch between those two.

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As an administrator

  1. Go to the Customers page > open the company.
  2. In the Payment methods section, click (…) next to the payment method > Edit.
  1. Set the permission for each service > press Save.

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How payment method permissions work

When company members may use a payment method for a service, it appears for them in the Payment section when they book or buy.
Company managers can view the payments made with each company payment method:
  • Membership > Billing > Transactions — payments made with the company card.
  • Membership > Billing > Pending invoice items — payments made with the company invoice that aren’t billed yet. Once billed, they appear on the subscription’s Upcoming invoice or on a separate invoice, depending on the subscription’s Add to subscription invoices setting.
  • Membership > Credits > Transactions — payments made with the company credits.
  • Membership > Day passes > Transactions — payments made with the company day passes.

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FAQs

Set the payment method’s permission to Company managers, and book for colleagues when needed.When making a booking, company managers see a Booker section where they can select a company member instead of themselves and pay with a company payment method.