Manage Billing

Overview

The Billing section in 3PLICITY allows Companies to manage their payment method, review monthly usage charges, monitor outstanding balances, and access invoice history.

Instead of a subscription-based model, 3PLICITY uses a usage-based billing system. Charges are calculated based on completed Sales Orders and billed automatically at the beginning of each month.

The Billing module is available from the left-side navigation panel after onboarding is completed.

Billing Model

Usage-Based Charges

3PLICITY charges Companies based on the number of fulfilled Sales Orders processed during the billing period.

Only Sales Orders that reach the following statuses are included in billing calculations:

• Ready to Send

• Shipped

• Delivered

• Any subsequent fulfillment status

Orders that remain in earlier stages are not included in monthly billing calculations.

Monthly Charge Calculation

Throughout the month, the platform automatically tracks eligible Sales Orders and accumulates billing charges.

The Billing page displays:

• Total eligible Sales Orders

• Current accumulated balance

• Applied discounts (if applicable)

• Payment method information

• Invoice history

At the beginning of each month, 3PLICITY automatically generates and processes the invoice for the previous month's activity.

Discount Coupons

Promotional discount codes may be available during onboarding.

For example:

• 50% discount for 12 months

When a valid coupon is applied:

• The discount is automatically applied to eligible monthly charges

• Billing calculations reflect the discounted amount

• The discount remains active for the configured promotional period

Applying a Coupon During Onboarding

To Apply a Coupon

1. Enter the coupon code during onboarding.

2. Complete the required account information.

3. Continue through the setup process.

If the coupon is valid, the discount is applied automatically and will be reflected in future invoices.

Payment Method Management

Adding a Payment Method

A valid payment method is required before billing can be activated.

During onboarding:

1. Enter your payment card information.

2. Complete the account setup process.

The payment method is securely stored and used for future monthly billing transactions.

Updating a Payment Method

Companies can update their billing card at any time.

To Update a Payment Method

1. Navigate to Billing.

2. Locate the Payment Method section.

3. Click Update Payment Method.

4. Enter the new card information.

5. Save the changes.

The updated card becomes the default payment method for future invoices.

Viewing Billing Information

Billing Summary

The Billing page provides an overview of current usage and charges.

Available information may include:

• Number of billable Sales Orders

• Current accumulated balance

• Active discount information

• Payment method details

• Invoice history

This information updates automatically as new orders become eligible for billing.

Monthly Invoice Processing

Invoice Generation

At the beginning of each month, 3PLICITY automatically:

1. Calculates all eligible Sales Orders from the previous month.

2. Applies any active discounts.

3. Generates an invoice.

4. Attempts payment using the saved payment method.

If payment is successful:

• The invoice is marked as Paid.

• The billing cycle is completed automatically.

Invoice Management

Reviewing Invoices

The Billing section includes an Invoice History area where Companies can review previously generated invoices.

Invoices may display statuses such as:

• Paid

• Open

• Past Due

Viewing Invoice Details

To review an invoice:

1. Navigate to Billing.

2. Locate the invoice within the invoice list.

3. Click the invoice entry to open its details.

Invoice details include:

• Billing period

• Number of billed Sales Orders

• Applied discounts

• Total amount charged

• Payment status

Downloading an Invoice

To download an invoice:

1. Navigate to Billing.

2. Locate the desired invoice.

3. Click Download.

The invoice is downloaded as a PDF document for accounting and record-keeping purposes.

Managing Open Invoices

If a payment could not be processed successfully, the invoice may remain unpaid.

Invoices awaiting payment may display statuses such as:

• Open

• Past Due

To Pay an Outstanding Invoice

1. Navigate to Billing.

2. Open the unpaid invoice.

3. Click Pay Online.

4. Complete the payment process.

5. Confirm the transaction.

After successful payment:

• The invoice status updates to Paid.

• Account restrictions are removed if applicable.

Failed Payments and Account Restrictions

Payment Failures

Payments may fail for reasons such as:

• Insufficient funds

• Expired cards

• Declined transactions

• Invalid payment methods

When a payment fails, the platform automatically attempts to recover the payment.

Failed Payment Attempts

The system may attempt payment multiple times during a recovery window.

If three payment attempts fail within a 24-hour period:

• Company access becomes restricted.

• Operational modules become unavailable.

• Billing remains accessible.

• Users can still sign out of the platform.

This allows Companies to resolve payment issues without losing access to billing management tools.

Restoring Full Access

To restore full access:

1. Navigate to Billing.

2. Update the payment method if necessary.

3. Pay any outstanding invoice.

4. Confirm the payment.

Once payment is successfully processed:

• Outstanding invoices are updated.

• Account restrictions are removed.

• Full platform functionality is restored.

Access Rules

Accounts in Good Standing

When billing obligations are current:

• All operational modules remain available.

• Companies can manage inventory, orders, returns, shipping, and reporting.

• Merchant operations continue normally.

Accounts with Outstanding Billing Issues

When invoices remain unpaid after repeated failed payment attempts:

Company Users

Access is limited to:

• Billing

• Logout

Merchant Users

Merchant accounts may receive service suspension notifications until the outstanding balance is resolved.

Discontinuing Platform Usage

Since 3PLICITY uses a usage-based billing model, there is no subscription cancellation process.

Companies that no longer wish to incur charges can simply stop creating and processing Sales Orders through the platform.

Because billing is based only on eligible Sales Orders that reach Ready to Send or later statuses:

• No new charges are generated when no qualifying orders are processed.
• Existing invoices remain payable if outstanding.
• The payment method remains on file unless removed according to platform policies.

Companies may continue accessing the platform without generating additional billing activity, provided no new billable orders are created.

Operational Billing Summary

3PLICITY uses a usage-based billing model that charges Companies according to fulfilled Sales Orders.

The process follows this sequence:

1. Sales Orders reach Ready to Send or later statuses.

2. Eligible orders are counted automatically.

3. Charges accumulate throughout the month.

4. Discounts are applied when available.

5. An invoice is generated at the beginning of the following month.

6. Payment is processed using the stored payment method.

7. Invoice history remains available within the Billing section for future reference and accounting purposes.