This article answers some common questions related to Billing matters.
Contents (click a link to skip to that section)
- Invoice Billing Notification Sent on 2/21/17
- CTX239174 – How to Update Credit Card on Your ShareFile Account
- CTX239179 – How to Modify ShareFile Account Billing Cycle
- CTX221784 – How to Upgrade or Downgrade ShareFile Plan
- CTX239110 – How to Download a Copy of Your ShareFile Invoice
- Manage Billing Notifications
- CTX239084 – How to Add or Update Billing Contact for ShareFile Account
Invoice Billing Notification Sent on 2/21/17
If you are an Administrator user on a ShareFile account utilizing Invoice billing, you may have received an email from firstname.lastname@example.org about upcoming improvements to the Invoice billing experience.
NOTE: Fees for extra services or features, such as additional employee licenses, will be billed at the time of the order. You will initially be charged a prorated amount for the upgrade based on the number of days left until your regular billing date. Subsequently, you will be billed for all subscription charges on the normal billing date for your account. If you choose to cancel the extra features after your card has been billed for the month, you will not be reimbursed for the days you did not use the features. If you believe ShareFile has billed you incorrectly, you must contact ShareFile no later than 60 days after the closing date on the first billing statement in which the error or problem appeared, in order to receive an adjustment or credit. Inquiries should be directed via phone or email at sharefile.com/support
Modify a Billing Plan
ShareFile offers invoice billing to accounts on annual billing cycles. Monthly, quarterly and annual cycles are available.
To change your billing plan, access Admin Settings > Billing > Request Plan Changes (users that have not been updated to the New ShareFile can do so using the Admin link in the navigation bar, then selecting Edit Request Plan Changes in the sidebar.)
If you wish to switch to invoice billing, please contact ShareFile Support. Only employee users with the request plan changes permission can alter your billing plan.
View or Print Receipts and Billing Notifications
To view or print receipts or sign up for Billing Notifications, access Admin Settings > Billing > Receipts and Billing Notifications (users that have not been updated to the New ShareFile can do so using the Admin link in the navigation bar, then selecting View/Print Receipts in the sidebar.)
This link will only be available after your first billing and can only be accessed by employee users who have the “View Billing Receipts” and “Access Account-wide Reporting” permissions. This section will store all receipts for the entire length of your account.
There is an option to receive an email notification every time your account is billed and you can turn it on by selecting the checkbox for Send email notification when my account is billed. Select the checkbox and then click Add additional recipients to add a user that will receive Billing notifications.
Bandwidth is a measure of the total data transfer activity on an account. Every time a file is uploaded or downloaded using your ShareFile account, bandwidth is used. Bandwidth is recorded on your account for any downloads, both complete or incomplete. Uploads count toward your bandwidth if they have been completed. Bandwidth resets to zero on the first of every month. Bandwidth and Storage can be checked in the Admin section of your ShareFile account.
If you exceed your monthly bandwidth, you will be charged a small overage fee to cover the amount of bandwidth used. When you reach 80% of your bandwidth limit for the month, a notification email is sent to the billing contact on your account warning that you are approaching your bandwidth limit. Another notification is sent when you reach 100% of your account’s bandwidth limit. If you exceed your bandwidth limit for the month, your account will continue to function and employees/clients will still be able to upload/download files without interruption. At the end of the month, your bandwidth overage will be totaled and you will be charged a per megabyte usage fee. Please note that the fee is dependent on your plan level. You can also purchase additional bandwidth on your plan, which is more cost-effective than the overage fee. You can purchase additional gigabytes of bandwidth to your account by accessing Admin Settings > Billing > Request Plan Changes.