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Paying by invoice instead of card

Who can do thisPermission: billing ≥ 2

If card checkout doesn’t suit your organisation’s procurement process, you can request invoice billing instead — PO number, bank transfer, agreed payment terms — without losing the ability to check out by card while the request is being set up.

What it is

Requesting invoice billing raises a request the platform team actions manually; it’s available on the Team and Platform plans. Once set up, your billing agreement records a payment-terms period (30 days as standard) and whether a PO number is required, and every invoice raised against your organisation appears on the Billing page alongside any card-based history.

Before you start

Your organisation must already be on the Team or Platform plan — the option is hidden on Solo, and Enterprise is invoiced by default already, so there’s nothing to request there. Requesting invoice billing needs Edit-level access to Billing.

How to do it

  1. Open Settings → Billing and find Prefer to pay by invoice?.
  2. Select Request invoice billing.
  3. Enter a PO number if you have one, and any notes procurement needs to see (framework reference, budget cycle), then select Send request.
  4. Wait for confirmation by email — nothing about your billing changes until it’s actioned; card checkout stays available throughout.
  5. Once set up, invoices raised on the agreed schedule appear on this same page, with their number, due date and status.

How it integrates

A pending request shows on the Billing page so you’re never left wondering whether it went through. Once your organisation’s billing agreement is set to invoice, a recurring schedule can raise invoices automatically, optionally emailing the PDF straight to your billing contact using the same send flow as an on-demand invoice — see Invoices, VAT and the billing portal for where those land and how to reach the payment side of things.

Common problems

  • The request option isn’t there. It only appears on the Team or Platform plan, and disappears once your organisation is already invoice-billed — upgrade from Solo first if that’s the blocker.
  • I submitted a request but nothing has changed yet. That’s expected — a human confirms and sets it up; card checkout keeps working in the meantime, and you’ll hear back by email.
  • We’re on Enterprise and want to change our invoice terms. Enterprise is invoiced by default already — for a change to the terms themselves, contact your account manager rather than using this request.