Enterprise billing
Use the contract billing surface for invoices, quotes, and purchase-order workflows.
ForEnterprise adminsEnterprise billing admins
On this page10 sections
The Billing page shows your Enterprise contract: this month's credits, your contract details, quotes for extra credits, invoices and the details Yori puts on them. Use it to check how much your partners have used and to buy more credits when you need them.
Where to find it
Open Enterprise and select Billing under Insights & billing. Only Enterprise admins and Billing Managers can see it. Partner/Content Managers and partner workspaces never see this page.
What you'll see
Header
- Billing details jumps to the billing details tab.
- Request more credits starts a quote. It's greyed out while another quote request is still being prepared.
If your contract is billed by purchase order and managed by Yori, the header shows Contact Yori instead. See Contracts billed by purchase order.
This month's credits
The left side of the summary card shows how many credits are left this month out of your monthly total, when they reset, and a bar split into credits used by partners and credits left. Unused credits don't roll over to the next month.
Contract facts
The right side lists your contract. Depending on your contract you'll see:
- Plan: Enterprise, plus its state if it isn't active.
- Monthly commitment or Monthly credits.
- Next invoice: the amount and date.
- Contract ends, Changes on a date, or Contract started.
- Billing: shown for purchase-order contracts, with your PO number.
Notices
Notices appear under the summary when something needs you:
- An invoice is overdue: shows how many days overdue, the amount and due date, with Download invoice and Pay now.
- A quote is waiting for your purchase order: shows the extra credits, the price, and who asked for it, with View quote and Upload purchase order.
- A quote request is still being prepared: use Resume to carry on or Cancel request to stop it. Cancelling asks Cancel this quote request?; confirm with Cancel request or choose Keep it. You must finish or cancel it before you can start another.
Tabs
The page has three tabs: Invoices, Quotes and Billing details. The first two show a count.
Request more credits
Extra credits are added to your monthly total through a quote and a purchase order.
- Select Request more credits.
- Set Extra credits each month. Use the − and + buttons, the
↑and↓arrow keys, type a number, or pick 500, 1,000, 2,000 or 5,000. Use steps of 50, up to 500,000. - Check the summary: your new monthly total, the new monthly price, what's charged now (prorated for the rest of the billing period) and the first full invoice.
- Check Billing details. If anything required is missing, Yori asks you to add it first. Select Add or Edit to go to the billing details tab.
- Select Create quote. Yori confirms with Quote created and asks you to upload your purchase order.
Upload a purchase order
Your new credits start once Yori approves your purchase order.
- Select Upload purchase order on the notice, in the quote, or from the Quotes tab.
- Enter the PO number, for example PO-88213.
- Add the purchase order file. You can use a PDF, Word, PNG, JPG or WebP file up to 10 MB.
- Select Send for approval. Yori confirms with Purchase order sent.
Yori reviews it and adds your credits once it's approved. To change the file before then, open the quote and choose Replace purchase order.
Quotes
The Quotes tab lists every request with Quote, Credits, Price, Requested by, Sent and Status. Select a row to open it. With no quotes yet you'll see No quotes yet and a Request more credits button.
| Status | What it means |
|---|---|
| Waiting for PO | The quote is ready and needs your purchase order. |
| In review | Your purchase order has been sent and Yori is reviewing or approving it. |
| Active | Approved. Your extra credits have been added. |
| Overdue | The credits are paused until the invoice is paid. |
| Declined | Yori declined the request. |
| Cancelled | The request was cancelled. |
| Expired | No purchase order arrived before the quote expired. |
Opening a quote shows a Progress list (quote created, purchase order uploaded, approved by Yori, credits added), the price breakdown, the invoice and its due and paid dates, who it's billed to, and any reviewer notes. Use Download PDF to save the quote, or Contact Yori to email the accounts team about it.
Invoices
The Invoices tab lists Invoice, Amount, Issued, Due and Status (Paid, Unpaid, Overdue, Draft, Void or Uncollectible). Use the download button on a row to get the PDF. Select Load more invoices to see older ones. With none yet you'll see No invoices yet.
Billing details
The Billing details tab holds Who we invoice. Required fields:
- Legal company name
- Billing email
- Address
- Postcode
- Country
Optional fields: VAT number, Billing contact, City and PO or finance reference. Select Save details. The new details show up on your next quote and invoice.
Contracts billed by purchase order
Some contracts are billed by purchase order and changed by Yori rather than through quotes in the app. For these:
- The header shows Contact Yori, which opens an email to the Yori accounts team.
- The contract facts show Monthly credits, Billing with your PO number, and Contract end (or Renews monthly).
- The Invoices and Billing details tabs are hidden. Quotes only appears if you have past requests.
- A note at the bottom, Changing your partner credits, reminds you to contact Yori to change them.
Troubleshooting
If the page shows We couldn't load billing, your credits and partners aren't affected. Select the retry button, or contact your Yori account manager if it keeps happening.