Billing Account Hierarchy

Establish Billing Account Hierarchy:

With account hierarchy the subscription of child organizations can be mapped to, and managed by, a parent organization. This feature is relevant for customers who have created multiple organizations as a way to group and sandbox their devices, content, and/or users by client or department, but need to manage billing across all their organizations from one place. 

For more information on ArborXR's multi-organization support, please see the Organizations FAQ
OPTION 1 

You can establish billing account hierarchy during the creation of the child organization:

  1. When you are creating a new organization, select Map to existing billing account.
  2. Select the parent organization that should be responsible for billing from the Organization to bill dropdown.

Note 1: The organization that you are attempting to set as the parent responsible for billing must be subscribed to ArborXR with billing information on file. 

Note 2: You must be an Organization Owner in the parent organization in order to map billing during this step of the child organization creation process. If you are not an Organization Owner in any other organizations, the Organization to bill dropdown will be empty. 

OPTION 2

You can establish billing account hierarchy after the fact provided the child organization is still on ArborXR's free plan:

  1. Navigate to the child organization's Billing page.
  2. Click Upgrade Plan.
  3. You will then be prompted to either Create new billing account or Map to existing billing account.
  4. Select Map to existing billing account.
  5. Select the parent organization that should be responsible for billing from the Organization to bill dropdown.

Note 1: The organization that you are attempting to set as the parent responsible for billing must be subscribed to ArborXR's standard plan with billing information on file. 

Note 2: You must be an Organization Owner in the parent organization in order to map billing during this step of the child organization creation process. If you are not an Organization Owner in any other organizations, the Organization to bill dropdown will be empty. 


Manage Child Organizations' Subscription:

  1. Navigate to the parent organization's Billing Page.
  2. Click Manage Plan
  3. Click # Child Subscriptions.

  4. Select the child subscription that you would like to manage. 

    If you have multiple child subscriptions, you can identify which subscription belongs to which organization by matching the billing ID shown in the table Child Subscriptions table with the billing ID shown in the billing widget. 

  5. Click Edit Subscription.

  6. Select Standard Plan.

  7. Specify the device limit.

  8. Click Update Subscription.
  9. The child organization will now be upgraded to the standard plan with the specified device limit. 
Note: The billing information on file for the parent organization will be charged.


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