Billing Account Management

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 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:
  • Student
  • Academic
  • Enterprise

• Payment Method: Choose "Coupon" “Credit card”, “PO”, “Invoice” as the payment method if applicable.

Step 3: After Creating the Billing Account

• Associating the billing account with the Team : please refer to the https://docs-basepair.vercel.app/teams/billing document.

• Once the billing account is successfully created, you will be redirected to a page with multiple tabs, each serving a different purpose

  

  • 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.

• For Plan tab, Quotes tab, Coupon tab: User can view the details but require Host admin access

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.

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.

  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

  

  Enter the required details and click “Make a Payment” to purchase credits.

  

  If the user has a Purchase Order (PO), they can upload/submit it via this page and proceed with the purchase.

  

  • 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.