How do I manage my billing history and payment information?

All billing and payment information is available from the Billing section of your organization or Global tenant.

Who can access and edit billing information?

Billing access is managed at the organization or Global tenant level.

Billing – View provides read-only access to billing information and invoices.
Billing – Edit allows users to update payment details.
Super Admin users have administrative access according to the permissions configured for the organization.

The Billing Portal is not accessible from an individual site-level tenant.

Who can access Billing?

Billing access must be authorized at the subscriber or account level. Access limited to an individual site, workspace, or project does not provide access to the Billing Portal, invoices, or the Take Me To My Billing option.

Only users with the Super Admin role can see and use the Billing section of the Auvik portal.

Admins and other user roles do not have access to Billing.

If you cannot see Billing:

Confirm that you are viewing the Global tenant rather than a site-level tenant.
Ask a current Super Admin to review your role.
Sign out and sign back in after your role is changed.

If your organization no longer has an active Super Admin, contact Auvik Support. Support may need to verify account ownership before helping restore access.

The Billing option appears in the portal navigation only for users with the Super Admin role. If it is still missing for a Super Admin, the tenant type or billing configuration may not support in-portal billing. Contact Auvik Support for assistance.

How to access the Billing Portal

Sign in to your Auvik account.
Use the tenant selector at the top of the application to switch to your organization or Global tenant.
Click Settings.
Click Billing > Device Usage.
Click Take Me To My Billing or View Billing Portal.

The exact button name may vary depending on the version of the Auvik interface.

If you are viewing a site-level tenant, the Billing button may not appear and usage pages may be empty.

View and download invoices

In the Auvik Billing Portal, you can view the posted invoices associated with your account.

You can:

Sort invoices by date, amount, or balance.
Download an invoice by clicking Download in the corresponding row.
Save the invoice as a PDF for your records.

Change your payment method

To add, replace, or update a payment method:

Open the Billing Portal from the organization or Global tenant level.
Click Edit Payment Details or open Payment Methods.
Select the payment method you want to add or update.
Enter the required information.
Complete any authorization or verification steps.
Click Save.

The saved payment method becomes the default payment method when supported by the account and portal configuration.

Update a credit card

To replace a credit card:

Open Edit Payment Details or Payment Methods.
Add the new card.
Complete the required card and billing-address information.
Save the change.
Confirm that the new card is shown as the default payment method.

If the portal provides a remove option, you can remove the previous card after confirming that the replacement card is active.

Update a bank account for direct debit or ACH

Direct debit or ACH availability depends on your region and account configuration.

To add or update a bank account:

Open Edit Payment Details.
Select the available direct-debit or ACH option.
Complete the secure bank-account authorization process.
Enter any required billing information.
Click Save.
Confirm that the bank account is shown as the default payment method.
See Additional Payment Method of Direct Debit for additional information.

Automatic payments

If your account is configured for automatic payments and a valid default payment method is saved, Auvik will process payments according to your account’s billing schedule.

The exact payment timing depends on your billing terms, invoice schedule, payment method, and payment-processing requirements.

If you add or change a payment method near a due date, confirm the payment status and invoice balance in the Billing Portal.

If Billing or the Billing Portal is missing

If you cannot see Billing, Device Usage, Take Me To My Billing, View Billing Portal, or Payment Methods:

Confirm that you are signed in to the correct Auvik account.
Use the tenant selector to switch from the site-level tenant to the organization or Global tenant.
Confirm that your role includes Billing – View or Billing – Edit, depending on the action you need to perform.
If you were recently granted permissions, sign out and sign back in.
Confirm that your account is associated with the organization that owns billing.

Some managed or partner accounts centralize billing at another organization level. In those cases, Billing and payment options may not be available from an individual client or site tenant.

If the options are still missing:

Ask an organization administrator to confirm or update your Billing permissions.
Contact Auvik Support to confirm whether billing access is enabled for your organization.

Tax credits and reissued invoices

If a tax credit is applied to your account, Auvik will issue a credit for the tax amount and reissue the affected invoice.

You can expect:

An email confirming that the tax has been credited.
A revised invoice reflecting the adjustment.
No action unless the email provides additional instructions.

Use the revised invoice for your records and any pending payments.

Update the billing email

The Billing Portal does not currently allow you to change the email addresses used for invoices, statements, or payment reminders.

To update billing recipients, contact Customer Success at success@auvik.com.

How can we help?