Expensify.org/hunger SNAP campaign status
We’re no longer accepting new participants as our focus is on reimbursing existing claims. While we’re unable to provide a specific timeline on when your report will be reimbursed, we’re doing our best to drive donations and keep reimbursements moving forward. If you know anyone who can donate to this campaign please encourage them to enable Personal or Corporate Karma on their Expensify account.

How-to: Change the billing owner for your policy

Isabela StisserIsabela Stisser Expensify Team Posts: 180 Expensify Team
edited July 28 in How-to Docs

In Expensify, each Policy has a Billing Owner. The Billing Owner, displayed on the Policies pageis the person responsible for all payments for that policy's Subscription. More on what a Billing Owner is can be found here.

If you have just set up a new group policy, you'll first need to add a new payment card to your account. You can add a payment card in the web app via your Inbox page payment card task or directly via your Payments page under Settings > Account > Payment.

Current group policy subscription owners can edit a payment card or manage subscription options in the web app from  Settings > Policies > Group > Subscription section.

Individual policy owners can Activate a new monthly subscription in the web app from the Settings > Policies > Individual > Subscription section.

Changing Billing Ownership

A group policy Billing Owner is usually the same user who created the policy, but any Policy Admin can become the Billing Owner if they choose to "Take Over Billing".

If you are currently the group policy Billing Owner, but would like to have a different user take over this responsibility, you will need to ask that Policy Admin to "Take Over Billing". If they are not yet a Policy Admin, you will first need to make them one. 

Take Over Billing 

To take over billing go to Settings > Policies > Group and click on the appropriate policy name. Then, on the policy Overview page, click on Take Over Billing. If you do not already have a payment card entered in your settings, you will be prompted to add one once you click "Take Over Billing". You will need to add a payment card to complete the transfer.

Note: If you don't see a Take Over Billing button or can't open the policy at all, then you are not a Policy Admin. An existing Policy Admin of that policy must add you as a Policy Admin before you can complete this step.

Taking over an existing Subscription

If the billing owner you are taking over from has an existing 12-month subscription, this will be transferred to your Expensify account:

If you already have an annual subscription, their user numbers will be added to yours. So if you already have a subscription for 10 users, and you take over from someone with 50 users, your subscription will increase to 60 users.

Note: In order to take over the Annual Subscription, you will need to transfer billing ownership of all the policies under the Billing Owners name. e.g. If Jack takes over billing ownership of Policy A from Jill, but Jill is still the Billing Owner for Policy B, Jill will retain the Annual Subscription.

Take over Consolidated Domain Billing

If a Domain Admin has enabled Consolidated Domain Billing, all group policies owned by any user with an email address matching the domain will instead be billed to the Consolidated Domain Billing owner:

To take over billing for the entire domain, you must:

  1. Have a card linked on your Settings > Account > Billing page
  2. Be set as the Primary Domain Admin
  3. Navigate to Settings > Domains[domain name] > Domain Admins and enable Consolidated Domain Billing

A note on subscriptions and consolidated domain billing:

Currently, all the Consolidated Domain Billing functionality does is collate the amounts due for each Group Policy Billing Owner (listed on the Settings > Policies > Group page). If you'd like to take advantage of the Annual Subscription across all policies on the domain, you will also need to be the policy Billing Owner of all group policies.

That's it! Each month, you (as the new Billing Owner) will receive an email with the receipt for the group policies you own. If you'd like, you can get caught up on how to manage your Billing here.

Related articles

Tagged:
Sign In or Register to comment.