Manage subscription, invoices and separate contracts
Read subscription, taxes and contracts in their respective paths.
Task 1
Subscription, taxes and invoices
Before you start
- Permission to manage billing and a contract with a valid tax profile.
Steps
- Check the contract environment, tax profile, plan and quantity before preparing a change.
- Read the quote, version, effective date and taxes. Taxes shown as estimated require confirmation at payment; complete the requested recent authentication before confirming.
- Open the authorised portal or billing documents. To cancel, use the dedicated action with a reason, then review subscription state.
Task 2
View a managed contract
Before you start
- Specific contract-read permission and a managed contract assigned to the customer.
Steps
- Open Managed contract and inspect current terms, state, period, references and usage quotas.
- Use Refresh contract to reread current data; this customer page has no history or pagination.
- Use the platform’s authorised contract console for changes and history; viewing terms is not a purchase.
Task 3
Manual-contract administration
Before you start
- Dedicated platform permission and a selected synthetic customer; approved quotas and terms to record.
Steps
- Find the customer and open the current contract and version.
- Enter name, reference, dates and quotas, including the storage limit.
- Review the revision, confirm with a reason and inspect history and resulting commercial access.
What to check
You distinguish tax estimates, provider documents and tax obligations; contract history belongs to the platform console.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support