Paying shouldn’t cost you any time. Launching later this year, your new Datasite billing center will set you free to focus on your deals.
Using one simple billing center, you can make payments, manage payment methods, keep track of outstanding invoices, monitor your billing history, administer your account, and much more. Here’s a quick guide to how it works.
Select an account to see outstanding invoices and the total balance due. Pay with a click – either one or more invoices, or the whole balance. Partial payments are fine too.
Tip: Payment happens in a pop-up, so make sure pop-ups are enabled.
On this page you can also:
Your invoices will come in a new, improved format. You may also see your invoice date change to a new regular slot.
You can see:
Let’s say you want to manage your list of billing contacts. Just click on the list to:
Keep track of your recent bills, and view your billing over time.
You can view your billing history over any date range up to 24 months.
View any legal forms relating to your account.
Currently, all projects are billed on the date they were opened. Moving forward, we will be standardizing billing dates to the 5th or 15th of each month. You will not be receiving your normal November invoices. Instead, you will receive your next invoice on either Dec 5th or 15th, including all unbilled activity from November. Going forward, you will receive your invoice each month on the 5th or the 15th for the billable activity from the previous calendar month.
Yes – and it’s easy. Set up your payment method and make payments from the billing overview page. We accept all major credit card providers.
You can pay by ACH in the US, Canada, and Germany. We are evaluating additional countries for future availability.
From the billing center, you are able to submit a service request for any questions you might have. In the Billing Overview, select “More Options” and “Invoice Inquiry”. This will open a new window, and all invoices will be selected by default. Deselect all invoices that are not related to your question and enter your inquiry under “additional details”. Select “Submit Ticket” and then “Finish”. This will create a service request, and a representative will be in touch with you shortly.
You also can reach out to our team via phone or chat, if you prefer.
In the Billing Overview section, select “More Options” and “Request Refund.” Please note, you will only be able to request a refund if your selected balance is shown as negative.
In the Billing Center, select history. This will give you up to 24 months of history for your invoices, payments, and credit notes. You can also filter for specific time periods and export to Excel or PDFs.
If you need to see beyond 24 months of history, please contact our team for assistance.
Streamline all your billing needs
The answers to your questions, at your fingertips