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Billing Accounts

Learn how to create and manage billing accounts on Skysize.

What is a Billing Account?​

A billing account is a container for billing information and payment methods. Each project must be associated with a billing account, which is charged for the project's resource usage.

Creating Multiple Billing Accounts​

Skysize allows you to create multiple billing accounts, which is useful for:

Client Separation​

  • Separate billing for each client
  • Clear cost attribution
  • Individual invoices per client
  • Easy client reporting

Project-Based Billing​

  • Dedicated billing account per project
  • Precise cost tracking
  • Budget management per project
  • Clear accounting separation

Department or Team Billing​

  • Separate accounts for different departments
  • Cost center tracking
  • Budget allocation by team
  • Departmental chargebacks

Organizational Structure​

  • Different legal entities
  • Regional offices
  • Business units
  • Subsidiary companies

Setting Up a Billing Account​

To create a billing account, you'll need to provide:

Company Information​

Company Name

  • Legal business name
  • Used on invoices and receipts

Address

  • Complete billing address
  • Street, city, postal code
  • Country information

VAT Number (if applicable)

  • Tax identification number
  • Required for EU businesses
  • Used for tax compliance and reporting

Payment Method​

Add at least one payment method:

  • Credit card (recommended)
  • Bank transfer details (if eligible)

See Payment Options for more details on payment methods.

Access Rights​

Skysize provides three levels of access for billing accounts:

View Name​

Minimal access level that allows users to:

  • See the billing account name only
  • Know which billing account a project uses
  • No access to financial information

Use cases:

  • Team members who need to select the right billing account when creating a project
  • Users who shouldn't see financial details
  • Basic project association

View Billing​

Read-only access to billing information:

  • View billing account name
  • See company information
  • Review invoices and receipts
  • Check payment history
  • Monitor usage and costs
  • Cannot modify any billing information

Use cases:

  • Finance team members who review costs
  • Stakeholders who need visibility
  • Auditors reviewing expenses
  • Project managers tracking budgets

Admin​

Full control over the billing account:

  • All "View Billing" permissions, plus:
  • Edit company information
  • Add/remove payment methods
  • Manage access rights for other users
  • Update billing details
  • Download invoices
  • Set up committed discounts

Use cases:

  • Finance administrators
  • Billing managers
  • Account owners
  • Authorized financial personnel

Managing Billing Accounts​

Updating Company Information​

Admins can update billing information at any time:

  1. Navigate to billing account settings
  2. Edit company details
  3. Update VAT number if changed
  4. Modify billing address
  5. Save changes

Updates apply to future invoices immediately.

Managing Payment Methods​

Keep your payment methods current:

  • Add new credit cards
  • Update card expiration dates
  • Switch primary payment method
  • Remove old payment methods

See Payment Options for detailed payment management.

Managing User Access​

Control who can access your billing information:

  1. Go to billing account settings
  2. Navigate to access management
  3. Add users by email
  4. Assign appropriate role (View Name, View Billing, or Admin)
  5. Send invitations

Users can be added or removed at any time.

Invoice Management​

Accessing Invoices​

View and download invoices:

  • Monthly invoices for resource usage
  • Receipts for payments
  • Credit notes for refunds
  • Tax documentation

Invoice Details​

Each invoice includes:

  • Company information
  • VAT number (if provided)
  • Detailed usage breakdown
  • Per-project costs
  • Payment information
  • Tax calculations

Best Practices​

Organizational Structure​

  • Create logical groupings: Organize billing accounts by client, project, or cost center
  • Use descriptive names: Make it easy to identify billing accounts
  • Document ownership: Keep track of who manages each billing account

Access Management​

  • Limit Admin access: Only grant Admin role to financial administrators
  • Use View Billing wisely: Give read access to those who need visibility
  • Regular audits: Review who has access periodically

Compliance​

  • Keep VAT information current: Update tax information when it changes
  • Maintain accurate addresses: Ensure billing addresses are correct
  • Archive invoices: Keep copies for your records and compliance

Cost Tracking​

  • Review invoices monthly: Check usage and costs regularly
  • Set up committed discounts: Save money on predictable workloads
  • Monitor usage trends: Watch for unexpected cost increases

Troubleshooting​

Can't Create Billing Account​

If you can't create a billing account:

  • Verify you have account creation permissions
  • Ensure all required fields are filled
  • Check VAT number format (if applicable)
  • Contact support if issues persist

Access Issues​

If you can't access a billing account:

  • Verify you've been granted access
  • Check your role level (View Name, View Billing, or Admin)
  • Ensure you're logged in with the correct account
  • Ask a billing account admin to verify your access

Invoice Questions​

For invoice-related questions:

  • Check the invoice details in your billing account
  • Review the usage breakdown
  • Compare with your project resource usage
  • Contact support for clarification