Skip to main content

Billing

The Billing section on the Chisquares platform allows users to manage their payment details, view invoices, and handle team member billing permissions. This guide provides a step-by-step walkthrough of the billing interface and its functionalities.

billing interface

Accessing the Billing Section

  1. Log in to your Chisquares account.

  2. Navigate to the Billing tab in your dashboard.

  • (Full View Mode: The Billing option is located on the left pane under the "Others" section.

  • Collapsed Menu Mode: Click on the Billing icon (💰) to access the Billing.)

  1. You will see two main sections:
  • Billing History (default view)

  • Team Member Management

Subscription Details

  • Current Plan: Professional Plan (Organizational Plan)

  • Billing Cycle: Annually at $324,000.00

  • Subscription Status: Active

  • Time Remaining: 11 months 29 days

  • Next Payment Date: January 27, 2026

Billing History

The Billing History tab provides a record of all invoices.

Viewing Invoices

billing view

  1. Locate an invoice from the list.

  2. Click View under the Action column.

  3. The invoice will display the following details:

  • Invoice Number

  • Invoice Date

  • Billing Status (Paid/Unpaid)

  • Receipt to (Customer Name)

  • Receipt from (Chisquares)

  • Itemized List of Services

  • Total Amount Due

Downloading or Printing an Invoice

  1. After opening an invoice, you have the option to:
  • Click Download Invoice to save a copy.

  • Click Print Invoice to print a physical copy.

Filtering Invoices

billing filter Users can filter invoices using the Filter button.

  1. Click Filter.

  2. Select a category:

  • Project Containing:

    • Study Design

    • CollaboWrite

    • Data Analysis

  • Created by:

    • Me

    • Others

  1. View the filtered results.

Searching for an Invoice

  1. Use the Search by Invoice Number bar.

  2. Enter an invoice number (e.g., INV00000007).

  3. Press Enter to display results.

Team Member Management

The Team Member tab allows administrators to manage billing permissions for team members.

Add team members to billing

Adding a Team Member

  1. Click Add Members.

  2. Select an option from the dropdown list:

  • Copy and Paste Emails (Manually enter emails)

  • Upload From File (Upload a CSV or text file with email addresses)

  • Get Email Submission URL (Share a link for team members to join)

  1. Once added, the team member list will display the added users.

Searching for a Team Member

  1. Use the Search by Name or Email bar.

  2. Enter a team member's name or email.

  3. Press Enter to locate the member.

Need Assistance?

For any billing-related inquiries, contact Chisquares Support: