How to Set Up Automatic Billing

Learn how to set up automated payments and invoice generation in this one-stop-shop

Getting Started

When you log in to your Phin partner portal, there is now a Billing option on the main menu on the left.

*If you see the following pop-up message when you log in, you are likely eligible for our automated billing payments, but your account is not quite configured yet. Submit a support ticket to get this resolved.

When submitting a ticket, choose Automated Billing Request for the ticket type.


If you don't see that pop-up, you will continue with these steps to create an account with our secure partner, ChargeBee. 


Set up your billing credentials:

The email that you set up here, does not have to be in the Phin portal, as this is a separate system. For example, you may choose to use an email that goes to a team, like Once added to billing, they will receive a welcome email with a summary of their billing and plan information.

If the email address you use to set up auto-billing is not in the Phin portal, use this link to access billing directly through Chargebee. There will be a required 2FA step when you log in to manage or update details. 

Reviewing your plan and invoices

Once your account is set up, you will have access to the following:

  1. A preview of your upcoming bill amount
  2. A preview of your payment information
  3. A list of downloadable invoices
  4. A list of downloadable usage reports to reconcile your invoice totals


A few notes about billing:

  • All licenses are billed monthly based on your contracted amount, and any additional licenses you deploy for that month will be added to your invoice, as we bill in arrears
  • When is a license considered billable?
    • A user is enrolled in a training course
    • A user is sent a phishing email
    • A user accesses a training course via the LMS
  • Situation A: If a user was created and never sent any of the previously mentioned emails/courses, they are not billed.
  • Situation B: If a user is created, sent content, and then slept, that user will be considered billable.

Please don't hesitate to reach out if you have any questions.