Skip to content

Commit 4715c04

Browse files
dcpenadcpena
authored
[Billing] Added dash button to Billing (#24908)
* Added dash button to Billing * Updated a straggler * Another straggler
1 parent 93b4287 commit 4715c04

File tree

5 files changed

+112
-87
lines changed

5 files changed

+112
-87
lines changed

‎src/content/docs/billing/cancel-subscription.mdx‎

Lines changed: 13 additions & 18 deletions
Original file line numberDiff line numberDiff line change
@@ -7,6 +7,8 @@ sidebar:
77
order: 7
88
---
99

10+
import { DashButton } from "~/components";
11+
1012
Cancellations are not processed until the end of the billing period, so you can continue using the add-on or subscription until the new billing period begins. To avoid unwanted charges, start the cancellation process before the end of your billing period.
1113

1214
If you are making a subscription downgrade including a change from a yearly plan to a monthly plan or a change from a paid plan to a free plan, be aware that downgrades and cancellations do not take immediate effect and that you will continue to be billed and have access to your service for the remainder of your contracted service period. You should not contact Cloudflare to ask for exceptions to this policy or refunds for early downgrades and cancellations.
@@ -15,10 +17,8 @@ In addition, you may not always see a cancel button present for each subscriptio
1517

1618
:::note
1719

18-
1920
All billing period dates on invoices and the dashboard are in UTC/GMT timezone, not your local timezone. We recommend any downgrades or changes to subscriptions be made at least 24 hours before stated billing date to avoid any timezone confusion.
2021

21-
2222
:::
2323

2424
***
@@ -27,34 +27,29 @@ All billing period dates on invoices and the dashboard are in UTC/GMT timezone,
2727

2828
To disable a subscription:
2929

30-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com), and select your account and website.
30+
1. In the Cloudflare dashboard, go to the **Billing** page.
3131

32-
2. Select the feature you want to disable under **Active Subscriptions** (Free or Pro customers) or **Plan Extensions** (Enterprise customers).
32+
<DashButton url="/?to=/:account/billing" />
3333

34-
3. Follow the instructions to disable the feature. Each feature has a different process which could include toggling a switch, clicking a button, or choosing *Disable* from a drop-down list.
34+
2. Select **Subscriptions**.
35+
3. Select the feature you want to disable under **Active Subscriptions** (Free or Pro customers) or **Plan Extensions** (Enterprise customers).
36+
4. Follow the instructions to disable the feature. Each feature has a different process which could include toggling a switch, clicking a button, or choosing *Disable* from a drop-down list.
3537

3638
## Step 2: Cancel the subscription in your billing profile
3739

38-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com) and select your account.
39-
40-
2. Select **Manage account** > **Billing**.
41-
42-
3. Select **Subscriptions**.
40+
1. In the Cloudflare dashboard, go to the **Billing** page.
4341

44-
4. Find the subscription you want to disable and select **Cancel**.
42+
<DashButton url="/?to=/:account/billing" />
4543

46-
5. You will be asked to share feedback with us. Choose all that apply.
47-
48-
6. Select **Confirm** to finish.
44+
2. Select **Subscriptions**.
45+
3. Find the subscription you want to disable and select **Cancel**.
46+
4. You will be asked to share feedback with us. Choose all that apply.
47+
5. Select **Confirm** to finish.
4948

5049
:::note
5150

52-
5351
To alter your plan, select **Change** under **Active Subscriptions** and choose a new plan type. If you would like to cancel your paid plan, select **Free**.
5452

5553
FEES ARE NONREFUNDABLE. YOU WILL BE BILLED IN FULL FOR THE SUBSCRIPTION TERM IN WHICH YOU CANCEL AND NO REFUNDS WILL BE PROVIDED FOR THE UNUSED PORTION OF SUCH SUBSCRIPTION TERM. Following any cancellation, however, you will continue to have access to the Paid Services through the end of your current Subscription Term (except with respect to Services subject to usage-based billing). We may, in our sole discretion, provide a refund, discount, or credit ("Credits") to you in a specific instance, however the provision of Credits in a specific instance does not entitle you to Credits in the future for similar instances or obligate us to provide additional Credits.
5654

57-
58-
59-
6055
:::

‎src/content/docs/billing/create-billing-profile.mdx‎

Lines changed: 20 additions & 16 deletions
Original file line numberDiff line numberDiff line change
@@ -5,7 +5,7 @@ sidebar:
55
order: 2
66
---
77

8-
import { Render } from "~/components";
8+
import { Render, DashButton } from "~/components";
99

1010
## Add a primary payment method
1111

@@ -15,11 +15,13 @@ A primary payment method is required to process payment for Cloudflare products
1515
Customers on an [Enterprise plan](https://www.cloudflare.com/plans/enterprise/contact/) have [additional payment options](/billing/create-billing-profile/#payment-options) such as wire and ACH, as well as yearly or quarterly billing.
1616
:::
1717

18-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com) and select your account.
19-
2. Go to **Manage account** > **Billing**.
20-
3. Select **Payment**. If no payment method is on file, the **Payment methods** dialog opens automatically.
21-
4. Select **Manage** next to your current payment method. The **Manage payment methods** dialog opens.
22-
5. Enter the required information based on the payment options below:
18+
1. In the Cloudflare dashboard, go to the **Billing** page.
19+
20+
<DashButton url="/?to=/:account/billing" />
21+
22+
2. Select **Payment**. If no payment method is on file, the **Payment methods** dialog opens automatically.
23+
3. Select **Manage** next to your current payment method. The **Manage payment methods** dialog opens.
24+
4. Enter the required information based on the payment options below:
2325
**Credit card**:
2426
1. Enter the required information under the **Credit Card Details** form.
2527
2. If applicable, add your business information to your invoice, including your **Company** and **VAT/GST Number**.
@@ -34,9 +36,9 @@ Customers on an [Enterprise plan](https://www.cloudflare.com/plans/enterprise/co
3436
Because some countries tax goods and services on personal accounts, you may be asked to indicate whether your Cloudflare account is personal or business to determine tax eligibility.
3537
:::
3638

37-
6. Review the payment method and contact information to ensure it is accurate.
38-
7. To finish, select **Confirm**.
39-
8. Ensure your new payment method appears in the **Payment Method** section.
39+
5. Review the payment method and contact information to ensure it is accurate.
40+
6. To finish, select **Confirm**.
41+
7. Ensure your new payment method appears in the **Payment Method** section.
4042

4143
Enterprise customers must email [[email protected]](mailto:[email protected]) with the last four digits of the credit card and its expiration date.
4244

@@ -46,13 +48,15 @@ Optionally, add a backup payment method to use if the primary payment method fai
4648

4749
<Render file="two-payment-methods" product="billing" />
4850

49-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com).
50-
2. Go to **Manage account** > **Billing**.
51-
3. Select **Payment**.
52-
4. From **Payment methods**, select **Manage**.
53-
5. From **Backup**, select **Add** to enter a backup payment method.
54-
6. Enter the required information based on your preferred payment method (credit card or PayPal) and select **Confirm**.
55-
7. To make the backup payment method the primary method, select **Make primary payment method**.
51+
1. In the Cloudflare dashboard, go to the **Billing** page.
52+
53+
<DashButton url="/?to=/:account/billing" />
54+
55+
2. Select **Payment**.
56+
3. From **Payment methods**, select **Manage**.
57+
4. From **Backup**, select **Add** to enter a backup payment method.
58+
5. Enter the required information based on your preferred payment method (credit card or PayPal) and select **Confirm**.
59+
6. To make the backup payment method the primary method, select **Make primary payment method**.
5660

5761
## Payment options
5862

‎src/content/docs/billing/invoices.mdx‎

Lines changed: 11 additions & 5 deletions
Original file line numberDiff line numberDiff line change
@@ -5,6 +5,8 @@ sidebar:
55
order: 10
66
---
77

8+
import { DashButton } from "~/components";
9+
810
You will receive an invoice in the **Billing** section of your Cloudflare account when you:
911

1012
* Change your Cloudflare plan type.
@@ -22,8 +24,10 @@ Enterprise customers receive invoices directly from the Cloudflare accounting te
2224

2325
To enable Cloudflare invoice emails which are sent when you add or remove subscriptions from your account:
2426

25-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com) and select your account.
26-
2. Go to **Manage Account** > **Billing**.
27+
1. In the Cloudflare dashboard, go to the **Billing** page.
28+
29+
<DashButton url="/?to=/:account/billing" />
30+
2731
3. Select **Invoices & Documents**.
2832
4. From **Billing email preferences**, toggle the notification switch to **On**.
2933

@@ -35,9 +39,11 @@ After you enable email invoices, you will receive invoices via email:
3539

3640
## Download invoice
3741

38-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com) and select your account.
39-
2. Go to **Manage Account** > **Billing**.
40-
3. Select **Invoices & Documents**.
42+
1. In the Cloudflare dashboard, go to the **Billing** page.
43+
44+
<DashButton url="/?to=/:account/billing" />
45+
46+
2. Select **Invoices & Documents**.
4147
4. Find the invoice you want to download and select the icon next to the invoice number.
4248

4349
:::note

‎src/content/docs/billing/pay-invoices-overdue-balances.mdx‎

Lines changed: 22 additions & 14 deletions
Original file line numberDiff line numberDiff line change
@@ -5,6 +5,8 @@ sidebar:
55
order: 4
66
---
77

8+
import { DashButton } from "~/components";
9+
810
If the automatic retry attempts to take payment fails, and you have not manually paid the invoice, your account will have an overdue balance. An overdue balance will block you from purchasing new products or subscriptions, upgrading existing ones, and you won’t be able to update your billing profile until you have successfully paid the balance. Attempts to purchase or upgrade subscriptions will return an error mentioning this:
911

1012
**You cannot add or modify subscriptions or services until the outstanding balance is paid.**
@@ -29,12 +31,14 @@ Please note that some unpaid invoices may not be visible. These unpaid invoices
2931

3032
When an outstanding balance is due, a new invoice will be created in your account for that amount. When you view that new invoice, it will show the original invoice number that the outstanding balance relates to. You can look up this original invoice to understand which product(s) were not fully paid for.
3133

32-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com) and select your account. If you have multiple accounts, select the account you want to manage from the list.
33-
2. Go to **Manage Account** > **Billing**.
34-
3. Select **Invoices and documents**.
35-
4. Select the most recent invoice - the amount shown should match your outstanding balance
36-
5. On the invoice PDF, look for the section below the **Pay Online** link: **Invoice that pays the following outstanding balance:** and note the invoice number
37-
6. Go back to the **Invoices and documents** section and click to view the invoice number
34+
1. In the Cloudflare dashboard, go to the **Billing** page.
35+
36+
<DashButton url="/?to=/:account/billing" />
37+
38+
2. Select **Invoices and documents**.
39+
3. Select the most recent invoice - the amount shown should match your outstanding balance
40+
4. On the invoice PDF, look for the section below the **Pay Online** link: **Invoice that pays the following outstanding balance:** and note the invoice number
41+
5. Go back to the **Invoices and documents** section and click to view the invoice number
3842

3943
## Pay an outstanding balance
4044

@@ -44,20 +48,24 @@ Allow up to 24 hours for your payment to be recognized and for your account to b
4448

4549
To pay the total outstanding balance:
4650

47-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com) and select your account. If you have multiple accounts, select the account you want to manage from the list.
48-
2. Go to **Manage Account** > **Billing**.
49-
3. Go to the **Pay overdue balances** section.
50-
4. Select **Pay now** next to the balance you want to pay.
51+
1. In the Cloudflare dashboard, go to the **Billing** page.
52+
53+
<DashButton url="/?to=/:account/billing" />
54+
55+
2. Go to the **Pay overdue balances** section.
56+
3. Select **Pay now** next to the balance you want to pay.
5157

5258
You will be redirected to our payment system to proceed.
5359

5460
## Manually pay invoices
5561

5662
If an automatic subscription renewal payment fails, Cloudflare automatically retries the payment using your default payment method five times over five days. During this period, you can log into the dashboard and attempt to manually pay the invoices.
5763

58-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com) and select your account. If you have multiple accounts, select the account you want to manage from the list.
59-
2. Go to **Manage Account** > **Billing**.
60-
3. Select **Invoices and documents**.
61-
4. Select **Pay now** next to the invoice you want to pay.
64+
1. In the Cloudflare dashboard, go to the **Billing** page.
65+
66+
<DashButton url="/?to=/:account/billing" />
67+
68+
2. Select **Invoices and documents**.
69+
3. Select **Pay now** next to the invoice you want to pay.
6270

6371
You will be redirected to our payment system to proceed.

‎src/content/docs/billing/update-billing-info.mdx‎

Lines changed: 46 additions & 34 deletions
Original file line numberDiff line numberDiff line change
@@ -5,7 +5,7 @@ sidebar:
55
order: 3
66
---
77

8-
import { Render } from "~/components";
8+
import { Render, DashButton } from "~/components";
99

1010
To avoid potential disruptions in your Cloudflare services, make sure your billing information is current and accurate.
1111

@@ -15,12 +15,14 @@ If Cloudflare is unable to process your payment, review [Troubleshooting failed
1515

1616
<Render file="two-payment-methods" product="billing" />
1717

18-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com) and select your account.
19-
2. Go to **Manage account** > **Billing**.
20-
3. Select **Payment**.
21-
4. Select **Manage** next to your current payment method. The **Manage payment methods** dialog opens.
22-
5. Select **Edit** next to the payment method you would like to edit.
23-
6. Enter the required information and select **Save Payment Information**.
18+
1. In the Cloudflare dashboard, go to the **Billing** page.
19+
20+
<DashButton url="/?to=/:account/billing" />
21+
22+
2. Select **Payment**.
23+
3. Select **Manage** next to your current payment method. The **Manage payment methods** dialog opens.
24+
4. Select **Edit** next to the payment method you would like to edit.
25+
5. Enter the required information and select **Save Payment Information**.
2426

2527
## Delete a payment method
2628

@@ -32,35 +34,41 @@ If you currently subscribe to any [add-on services](/billing/usage-based-billing
3234
You cannot delete a payment method if a payment fails or if there is an outstanding balance. Until Cloudflare processes payment, you can only add or edit your payment method.
3335
:::
3436

35-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com).
36-
2. Go to **Manage account** > **Billing**.
37-
3. Select **Payment**.
38-
4. From **Payment methods**, select **Manage**.
39-
5. Next to your current payment method, select **Delete**.
40-
6. Select **Confirm** to finish.
37+
1. In the Cloudflare dashboard, go to the **Billing** page.
38+
39+
<DashButton url="/?to=/:account/billing" />
40+
41+
2. Select **Payment**.
42+
3. From **Payment methods**, select **Manage**.
43+
4. Next to your current payment method, select **Delete**.
44+
5. Select **Confirm** to finish.
4145

4246
## Update your billing address
4347

4448
The billing address is associated with your payment method and is used to calculate your sales tax. If you need to update your billing address, you must also enter your payment method. The process for updating your billing address depends on the payment method.
4549

4650
If paying by credit card:
4751

48-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com).
49-
2. Go to **Manage account** > **Billing**.
50-
3. From **Billing Address**, select **Edit** and enter your information.
51-
4. Review the suggested address in the pop-up window. If the information is correct, select **Confirm**.
52+
1. In the Cloudflare dashboard, go to the **Billing** page.
53+
54+
<DashButton url="/?to=/:account/billing" />
55+
56+
2. From **Billing Address**, select **Edit** and enter your information.
57+
3. Review the suggested address in the pop-up window. If the information is correct, select **Confirm**.
5258

5359
If paying by PayPal, refer to PayPal's [billing address documentation](https://www.paypal.com/ai/smarthelp/article/how-do-i-edit-the-billing-address-linked-to-my-credit-card-faq680).
5460

5561
## Update billing email address
5662

5763
Your billing email address is particularly important if you have [opted into email invoices](/billing/invoices/#enable-email-invoices-from-cloudflare).
5864

59-
1. Log into the [Cloudflare dashboard](https://dash.cloudflare.com) and select your account.
60-
2. Go to **Manage Account** > **Billing**.
61-
3. Go to **Invoices and documents**.
62-
4. From **Billing email preference**, select **Change email address**.
63-
5. Enter and confirm your new email address, then select **Save**.
65+
1. In the Cloudflare dashboard, go to the **Billing** page.
66+
67+
<DashButton url="/?to=/:account/billing" />
68+
69+
2. Go to **Invoices and documents**.
70+
3. From **Billing email preference**, select **Change email address**.
71+
4. Enter and confirm your new email address, then select **Save**.
6472

6573
## Add or change a Tax ID, VAT, or GST number
6674

@@ -70,22 +78,26 @@ If you added a payment method but did not include a Tax ID, VAT or GST number, y
7078
You cannot apply a VAT or GST number to past invoices. Adding a VAT or GST number will only apply to future invoices issued in the account.
7179
:::
7280

73-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com) and select your account.
74-
2. Go to **Manage Account** > **Billing**.
75-
3. Go to **Payment**.
76-
4. From **Billing Address**, select **Edit**.
77-
5. In the **VAT/GST** field, enter your VAT or GST number.
78-
6. Select **Confirm**.
81+
1. In the Cloudflare dashboard, go to the **Billing** page.
82+
83+
<DashButton url="/?to=/:account/billing" />
84+
85+
2. Go to **Payment**.
86+
3. From **Billing Address**, select **Edit**.
87+
4. In the **VAT/GST** field, enter your VAT or GST number.
88+
5. Select **Confirm**.
7989

8090
## Remove a Tax ID, VAT, or GST number
8191

8292
:::note
8393
You cannot remove a VAT or GST number from past invoices. Removing a VAT or GST number will only apply to future invoices issued in the account.
8494
:::
8595

86-
1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com) and select your account.
87-
2. Go to **Manage Account** > **Billing**.
88-
3. Go to **Payment**.
89-
4. From **Billing Address**, select **Edit**.
90-
5. In the **VAT/GST** field, delete the VAT or GST number.
91-
6. Select **Confirm**.
96+
1. In the Cloudflare dashboard, go to the **Billing** page.
97+
98+
<DashButton url="/?to=/:account/billing" />
99+
100+
2. Go to **Payment**.
101+
3. From **Billing Address**, select **Edit**.
102+
4. In the **VAT/GST** field, delete the VAT or GST number.
103+
5. Select **Confirm**.

0 commit comments

Comments
 (0)