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Recurring billing for storage accounts

How to determine when invoices are generated each month and how totals are calculated

Written by Ren Jones

Viewing recurring storage billing settings

Navigate to Storage -> Accounts (or click here to go directly to the page), and select an account.

First, click the Storage Rates tab.

Next, view/modify the following auto-bill settings for the account:

  • Billing Cycle: When recurring storage invoices will be sent each month

  • Next Invoice: The date and time when the next invoice will be generated and sent to the customer, and how much will be billed. This amount is determined by the month recurring charges and, optionally, any unbilled charges.
    Note: One-time unbilled charges will be added to the next invoice and will then be removed from the unbilled charges list. Recurring unbilled charges will be added to every invoice.

  • Tax Rate: Whether the customer's invoices will have tax applied or if they are exempt from taxes

Then, click the Customer Information tab and view/modify the following settings:

  • Auto-collection: Whether the credit card on file will be automatically billed after the invoice is generated

  • Auto-send Monthly Invoice: Whether the customer will be notified of their invoice each month

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