Introduction for billing managers
You've been added to your account as a billing manager, which means you can access the account's billing information, payment history, and payout reports if available. Use this guide to familiarize yourself with all you now have access to.
View and update billing information
Billing managers can view and update the account's billing information, such as payment frequency, payment method, and more.
Select Subscriptions in the top navigation in your account settings.
Choose Billing Info on the left.
Select Edit frequency in the Subscription section to update your payment frequency. You can make payments monthly, quarterly, every six months, or annually.
Select Edit payment in the Card information section to update the account's payment method. Remove the existing card and re-enter the card information.
Select Edit address in the Billing address section to update the account's billing address. This address determines whether or not you are required to pay sales tax.
Upload a tax exemption certificate
If your church is located in a state that charges sales tax, and churches are exempt, upload a tax exemption certificate in the Sales tax exemption certificate box.
Important
Your tax exemption status is based on the account's billing address. If you do not see the box and believe you should be exempt, update your billing address.
Select Subscriptions in the top navigation.
Choose Billing Info on the left.
In the Sales tax exemption certificate box, select Upload certificate.
Enter an optional document title that will be used for your reference.
Upload a PDF, JPEG, or PNG file.
If your tax exemption certificate expires, enter the expiration date in the Expiration date box. If it does not expire, turn off the expiration date toggle.
Select Upload.
After your tax exemption certificate is uploaded, it will be reviewed. If approved, you will no longer be charged sales tax. For more information on sales tax, check out the sales tax article.
Billing managers receive billing emails to the address(es) listed on their profile. To change which email receives billing emails, a manager or editor in People can update the billing manager's profile, or an organization administrator can add a new billing manager.
View payment history and receipts
Billing managers receive an emailed statement or receipt for each transaction on the account. Organization administrators and billing managers can access these statements from the Billing History tab on the Subscriptions page.
Select Subscriptions in the top navigation.
Select Billing History on the left.
Choose a date to view the details of that payment or print the receipt.
Tip
For card payments, you can access receipts without logging in by visiting the charges page and entering the last four digits of the card used and your billing zip code.
View payout reports for online payments
If your account receives and processes payments with Giving and Registrations, head to the Payments tab to view payout reports for each deposit you receive.
Get help and support
Any time you have questions, Planning Center's support team is here to help! Use the ? question mark icon in the toolbar to open the Help and support sidebar.
From here you can:
Search online documentation for an instant answer to your question. The toolbar also suggests help articles based on the page you are currently viewing.
Access getting started resources or jump into Planning Center University (PCU). You can also connect with other Planning Center customers in the customer communities and see what's new by checking out the changelog.
Connect with a support agent for one-on-one help. You can email them directly from the toolbar, or schedule a phone call if you prefer.
Depending on which Planning Center product you're using, you can also contact support directly from the corresponding mobile app:
Services/People: Tap your profile icon in the top right, then tap Help to access help articles or open a ticket with support.
Check-Ins: Tap the ⚙️ settings icon in the bottom right, then tap Contact Support to open a ticket with support.
Music Stand: Tap the menu icon (three horizontal lines) in the top left, then tap Help to access help articles or open a ticket with support.
Organization administrator requests
The following Support requests can only be made by organization administrators:
Data removal or corrections you can't make yourself (undo old CSV imports, iCal imports, etc)
Gain access to anything that was created and managed by someone else in the account
Restore or fully delete a canceled account
Request access to Giving (if there are currently no Giving administrators in the account)