Billing Overview

Everything related to money - invoices, payment methods, credits, refunds, subscriptions - lives under Billing in the sidebar. This page is the map: what each tab does, who can see it, and where to go for any common billing task.

Billing always operates on the active organization. If you belong to several orgs, switch the org switcher at the top of the sidebar first so you're paying the right account.

• Billing pages are role-gated. Only members with the billing role (and owners / admins) see the Billing entry in the sidebar. Technical and read-only members don't.
• Money values returned by the portal are exact - the page formats them for you. If you copy a number into a spreadsheet, copy from the PDF, not from the screen.

In the sidebar, under the active organization's name, click Billing. 

In the accordeon you'll see three tabs:

• Invoices: every invoice the org has ever received.
• Payment Settings: your saved payment methods and the default.
• Services: the subscriptions feeding into future invoices.

The main billing page. Lists every invoice with summary cards at the top and a filterable table below.

Top of the page:

• Total invoiced: lifetime total of everything ever billed.
• Total paid: how much of that has been settled.
• Outstanding: what's still owed right now. Highlighted red if anything is overdue.

The table below has filter pills (All, Unpaid, Overdue, Paid) and one row per invoice. Click a row to open the detail panel on the right with the line items, payment history, and PDF download.

• Paying an Invoice: settle an unpaid invoice with a saved method.
• Paying with Cryptocurrency: pay with BTC / ETH / USDC via BitPay.

Your saved payment methods and the default-payment-method selection.

Each card in the list shows the method type (Card, PayPal, Crypto), nickname, last-used date, and a Default badge on whichever one is currently default. Above the list is an Add payment method button.

What you can do here:

• Adding a Payment Method: add a new card, PayPal account, ACH bank, or crypto.
• Setting a Default Payment Method: pick which one runs automatically.

A few rules to know:

• Cards, PayPal, and crypto (BitPay) are all eligible for new orders. ACH bank-transfer methods can only be used to pay an existing invoice - not to place a new order.
• The default method is what auto-charges on the day each invoice issues if you don't pay it manually first.
• You can have multiple methods of any one type - for example, two cards with different nicknames.

Every recurring service tied to this org - VPS instances, dedicated servers, transit, addons, storage - listed by billing service rather than by resource. This is the view you use when you want to understand what's actually feeding into your monthly invoice.

Each row shows:

• The service name (resource hostname for servers, port name for transit, etc.).
• The project it belongs to.
• The monthly recurring cost.
• The next-renewal date.
• The status (Active, Pending cancellation, Suspended).

Clicking through to a service takes you to the underlying resource - for example, clicking a VPS row goes to its detail page where you can manage power, networking, and ultimately cancel it. 

Account credit is money you've pre-paid to the org that gets applied against future invoices automatically. You can also issue credit yourself (e.g. to a teammate's invoice) if you have the billing role.

There isn't a dedicated tab for credits - the balance summary at the bottom of the Payment Settings page shows your current credit balance.

For topping up credit, see Adding Credits.

A resource > invoice > payment chain runs every billing cycle. Here's what happens, in order:

1. A service is provisioned: you order a VPS, transit port, etc. The service starts a subscription tied to your default payment method.
2. An invoice is generated: at the start of the next billing month, the portal generates an invoice with one line per service active during that cycle.
3. The invoice is issued: you get an email with the PDF and a link to pay. The invoice shows up in your Invoices tab as Unpaid.
4. Payment runs: on the due date, your default payment method is charged automatically. (You can also pay manually any time before that.) Successful charges flip the invoice to Paid.
5. Failures retry: if the charge fails, the invoice moves to Overdue after the due date. Retries happen on a schedule and you get reminder emails. Multiple failures may suspend, and then terminate the underlying resources - see Paying an Invoice.
6. Refunds or credits if needed. Refunds go back to the original payment method; credits stay on the org's balance for future invoices.

Every step is logged in Organization Settings > Activity - who paid, when, with what method.

A few things that come up often:

• The org's billing currency is fixed at creation time (USD, EUR, GBP). All invoices for that org are in that currency. You can't change it later - switching currencies means creating a new org.
• Your billing address lives under Settings > Details on the organization, not on Billing itself. It's printed on every invoice PDF. Changing it on Settings takes effect on the next invoice generated.

If a charge ends up disputed with your card issuer, the bank notifies us via Stripe / GoCardless / PayPal webhooks. The dispute shows up internally and a Synteq admin handles it - you'll see the affected invoice flagged on your end.