Subscription Billing & Invoices

Billing in the DaVinci Lock Web Portal

The Billing section of the DaVinci Lock® Web Portal allows authorized users to review invoices, organize facilities into invoice groups, review payment methods, and view an estimate of the upcoming bill. Company Owners can also manage saved payment methods.

Who Can Access Billing?

Company Owners can access the Billing section and view and manage billing details, including invoices, invoice groups, saved payment methods, and the estimated upcoming bill.

Open Billing

1. Sign in to the DaVinci Lock Web Portal.
2. Select Billing from the navigation menu.
3. Choose Invoices, Invoice Groups, Payment Methods, or Upcoming Bill.

View Invoices

The Invoices page displays the company’s billing history, including:

• Invoice number
• Billing period
• Due date
• Status
• Billing recipient
• Payment method
• Total

Select an invoice to view its complete billing details. The list can be filtered to locate a specific invoices or exported using Export to Excel for reporting.

View Invoice Details

Invoices can be individually downloaded using Download PDF. Details on each individual invoice include:

• Invoice number and status
• Billing period
• Issue and due dates
• Amount due
• Billing address
• Itemized charges
• Subtotal, taxes, and total

Manage Invoice Groups

Invoice groups allow you to organize facilities for billing purposes. Each group can have its own billing email, billing address, payment method, and tax eligibility. Invoice groups are useful when:

• Different facilities need separate invoices.
• Different payment methods are used for different facilities.
• Invoices need to be sent to different billing contacts.
• Facilities require different billing addresses for applicable tax determination.

Default Invoice Group

Facilities that have not been assigned to another invoice group remain in the Default group. The Default group uses the company-level billing information and default payment method.

Select the Default group to review its facilities and reassign them as needed.

Create an Invoice Group

1. Select Add Invoice Group.
2. Enter a name for the group.
3. Enter the billing email and address information.
4. Save the invoice group.

If optional billing information is left blank, the group uses the company’s default billing information.

Reassign Facilities

1. Open the invoice group containing the facility.
2. Locate the facility in the Facilities table.
3. Use Reassign to to select the new invoice group.
4. Save or confirm the change.

Reassignments take effect on the next invoice. To place a facility on its own invoice, create a separate invoice group and assign only that facility to it.

Manage Payment Methods

A valid payment method, either ACH or credit card, is required for recurring subscription billing. To add or manage payment methods select Billing → Payment Methods.

Owners can:

• Add or manage payment methods
• Set a default payment method

View the Upcoming Bill

Select Billing → Upcoming Bill to view an estimate of the company’s next bill, including:

• Estimated total
• Billing period
• Number of facilities
• Number of expected invoices
• Estimated charges for each invoice group
• Facility-level usage and applicable discounts