Management Dashboard — Billing & Invoices

The Billing area shows your plan, seats, and the invoices and statements for your organisation. Tiered — Basics for viewing and paying, Deep dive for seats and statements, Technical for how it's controlled.

Basics — your plan & invoices

Open Billing from the sidebar (org admins).
See your current plan and licensed seats.
View invoices — each with its number, date, amount and status (outstanding / paid).
Download an invoice to share with your finance team.

HousingSurvey Pro bills by seat. Your plan and seat count are set as part of your agreement; contact your account manager to change them.

Deep dive — seats, statements & agreements

Seats: a seat is a licensed user of the platform. Adding members beyond your licensed seats is prevented until seats are increased — this is a billing control, not something an org admin can self-grant.
Invoices: issued against your agreement, with a unique number and a clear status. Paid and outstanding invoices are both retained for your records.
Statements: a running record of charges and payments for reconciliation.
Billing agreement: the commercial terms (plan, rate, billing cadence, payment method — invoice/PO/bank transfer) are recorded against your organisation.

Technical — how billing is controlled

Server-side only: billing fields — seats, plan, invoice records — are not client-writable. An org admin can view them but cannot change seats or billing terms from the UI; changes go through audited server logic operated by the platform.
Audit: billing and commercial actions are recorded as immutable audit events.
Separation of duties: costing on work orders (your SOR rates) is separate from platform billing — one is your repair pricing, the other is your subscription.

Rollout note: invoice PDFs, statements, and accounting-integration exports are being delivered under the commercial-operations track — the core invoice/agreement records are in place today.

Next: Integrations — SSO (in progress), or back to the help index.