Step 1: Create a billing account
To create a billing account:- In the Console, click the user menu near the upper right of the page and select Billing.
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Complete one of the following steps.
- If you have a trial Upsun account: Select the account type to create; then click Save and continue.
- Individual: For individuals who use Upsun for personal use or who are Upsun trial account users.
- Company: For incorporated companies or legal entities that have a tax ID for their country.
- Public sector: For government owned or funded entities.
- If you don’t have a trial account: In the Billing account section on the Details page, click Add new account.
- If you have a trial Upsun account: Select the account type to create; then click Save and continue.
- Enter the full name of the legal entity responsible for billing and the country in which the entity is located. Then click Save and continue.
Step 2: Create a billing profile
To create a billing profile:- Enter the billing profile details; then, save your changes.
- Billing profile name: The name as it should appear on the invoice. It also helps you identify this profile across invoices and billing settings.
- Billing contact email: The email address of the invoice recipient.
- Organization type: Choose which type of Upsun organization can be billed under this profile. You cannot change this setting later. Choose Fixed only when billing existing Upsun Fixed organizations.
- Choose a payment method and add the payment method details as prompted.
- Agree to the payment terms and save your changes.
- Follow any additional instructions, if presented, for linking payment information to your Upsun account.
Manage billing permission for it. To invite other billing members afterward, see Manage billing members on a billing profile.
From the user menu (upper right), select Billing or a billing account; then, on the Details page, click a billing profile.