EDI implementation: Billing how-tos, setting up payment, part 2 (#57045)

Co-authored-by: mc <[email protected]>

Author: felicitymay

content/billing/how-tos/set-up-payment/add-sales-tax-certificate.md

@@ -1,6 +1,6 @@
 ---
 title: Adding a sales tax certificate
-intro: 'If you''re a customer in the United States with a {% data variables.product.company_short %} Customer Agreement and you''re exempt from sales tax, you can upload a certificate to ensure the correct sales tax amount is calculated.'
+intro: 'If you''re a customer in the United States with a {% data variables.product.github %} Customer Agreement and you''re exempt from sales tax, you can upload a certificate to ensure the correct sales tax amount is calculated.'
 redirect_from:
   - /billing/managing-your-github-billing-settings/adding-a-sales-tax-certificate
   - /billing/using-the-billing-platform/adding-a-sales-tax-certificate
@@ -9,6 +9,7 @@ versions:
   fpt: '*'
   ghec: '*'
   ghes: '*'
+product: 'US-based organization and enterprise accounts that use the {% data variables.product.github %} Customer Agreement, see {% ifversion fpt or ghec %}[AUTOTITLE](/organizations/managing-organization-settings/upgrading-to-the-github-customer-agreement){% elsif ghes %}[AUTOTITLE](/enterprise-cloud@latest/organizations/managing-organization-settings/upgrading-to-the-github-customer-agreement) in the {% data variables.product.prodname_ghe_cloud %} docs{% endif %}'
 topics:
   - Billing
   - Organizations
@@ -17,42 +18,21 @@ shortTitle: Add sales tax certificate
 contentType: how-tos
 ---
 
-If you're a {% data variables.product.company_short %} customer in the United States, you need to ensure that your account is set up to calculate sales tax correctly. If you're exempt from sales tax, you can upload a certificate to your account. The format of the certificate you upload must be one of the following:
+If you're a {% data variables.product.github %} customer in the United States, you need to ensure that your account is set up to calculate sales tax correctly. If you're exempt from sales tax, you can upload a certificate to your account in JPEG (`.jpg`, `.jpeg`), PNG (`.png`), or PDF (`.pdf`) format.
 
-* JPEG (`.jpg`, `.jpeg`)
-* PNG (`.png`)
-* PDF (`.pdf`)
+## Adding a sales tax exemption certificate to your account
 
-Your account is marked as tax exempt while your certificate is reviewed. If your certificate is not approved, you will need to upload a new one.
-
-## Adding a sales tax exemption certificate to your organization account
-
-You can upload a sales tax exemption certificate to your organization account if your account uses the {% data variables.product.company_short %} Customer Agreement.
+Enterprise owners, organization owners, and billing managers can upload a sales tax exemption certificate to an enterprise account if the account uses the {% data variables.product.company_short %} Customer Agreement.
 
-{% ifversion fpt or ghec %}
+1. In the upper-right corner of any page on {% data variables.product.github %}, click your profile picture.
 
-> [!NOTE]
-> This option is not available for accounts that use the {% data variables.product.company_short %} Standard Terms of Service. For information about updating your organization, see [AUTOTITLE](/organizations/managing-organization-settings/upgrading-to-the-github-customer-agreement).
+1. Select the account you want to view and then access the "Billing & Licensing" pages:
 
-{% endif %}
+   * **Organizations**: Click **Your organizations**, then next to the organization, click **Settings**. In the organization sidebar, click **{% octicon "credit-card" aria-hidden="true" aria-label="credit-card" %} Billing & Licensing**.
+   * For **enterprises**, click **Your enterprises**, then click the enterprise name. Click the **{% octicon "credit-card" aria-hidden="true" aria-label="credit-card" %} Billing & Licensing** tab at the top of the page.
 
-{% data reusables.organizations.billing-settings %}
-1. In the sidebar, under **{% octicon "credit-card" aria-hidden="true" aria-label="credit-card" %} Billing and licensing**, click **Payment information**.
+1. From the list of "Billing & licensing" pages, click **Payment information**.
 1. Review your "Billing information" and update any incorrect data. You must ensure that the address fields are correct and that the "City" and "Postal/Zip code" fields are accepted. If there is any missing information or any errors are reported, the option to upload a sales tax certificate is hidden.
-1. At the bottom of the page in the "Additional information" section next to "Sales Tax," click **Upload certificate**, and select the certificate file you want to upload. If "Sales Tax" is missing, check that your billing information defines your country as "United States of America."
-1. To remove a sales tax certificate, click {% octicon "trash" aria-label="Delete sales tax certificate" %} next to the certificate you want to remove.
-
-{% ifversion ghec or ghes %}
-
-## Adding a sales tax exemption certificate to your enterprise account
+1. At the bottom of the page in the "Sales Tax" section, click **Upload certificate**, and select the certificate file you want to upload. If "Sales Tax" is missing, check that your billing information defines your country as "United States of America."
 
-Enterprise owners and billing managers can upload a sales tax exemption certificate to an enterprise account if the account uses the {% data variables.product.company_short %} Customer Agreement.
-
-{% data reusables.enterprise-accounts.access-enterprise %}
-{% data reusables.enterprise-accounts.billing-tab %}
-1. In the sidebar, under **{% octicon "credit-card" aria-hidden="true" aria-label="credit-card" %} Billing and licensing**, click **Payment information**.
-1. Review your "Billing information" and update any incorrect data. You must ensure that the address fields are correct and that the "City" and "Postal/Zip code" fields are accepted. If there is any missing information or any errors are reported, the option to upload a sales tax certificate is hidden.
-1. At the bottom of the page, next to "Sales Tax," click **Upload certificate**, and select the certificate file you want to upload. If "Sales Tax" is missing, check that your billing information defines your country as "United States of America."
-1. To remove a sales tax certificate, click {% octicon "trash" aria-label="Delete sales tax certificate" %} next to the certificate you want to remove.
-
-{% endif %}
+Your account is marked as tax exempt while your certificate is reviewed. If your certificate is not approved, you will need to upload a new one.

content/billing/how-tos/set-up-payment/index.md

@@ -1,7 +1,7 @@
 ---
 title: Setting up and managing payment
 shortTitle: Set up payment
-intro: Learn how to change your payment method and manage invoices.
+intro: Learn how to change your payment method, view your payment history, and manage invoices.
 versions:
   fpt: '*'
   ghec: '*'
@@ -18,4 +18,3 @@ children:
   - /india-one-time-payments
 contentType: how-tos
 ---
-

content/billing/how-tos/set-up-payment/manage-enterprise-invoice.md

@@ -6,37 +6,32 @@ redirect_from:
   - /billing/managing-billing-for-your-github-account/managing-invoices-for-your-enterprise
   - /billing/managing-the-plan-for-your-github-account/managing-invoices-for-your-enterprise
 versions:
+  fpt: '*'
   ghec: '*'
+  ghes: '*'
+product: '{% data reusables.gated-features.enterprise-invoices %}'
 topics:
   - Billing
   - Enterprise
   - Licensing
 contentType: how-tos
 ---
 
-## About invoices for your enterprise
-
-For invoiced {% data variables.product.prodname_enterprise %} customers, {% data variables.product.company_short %} bills through an enterprise account on {% data variables.product.prodname_dotcom_the_website %}. Each invoice includes a single bill charge for all of your paid {% data variables.product.prodname_dotcom_the_website %} services and any {% data variables.product.prodname_ghe_server %} instances. For more information, see [AUTOTITLE](/billing/managing-your-billing/about-billing-for-your-enterprise).
-
-Only invoiced customers can view invoices on {% data variables.product.prodname_dotcom %}. If you pay automatically via credit card or PayPal, you can view receipts and payment history instead. For more information, see [AUTOTITLE](/billing/managing-your-billing/managing-your-payment-and-billing-information).
-
-For more information about viewing the subscription and usage for your enterprise account, see [AUTOTITLE](/billing/managing-the-plan-for-your-github-account/viewing-the-subscription-and-usage-for-your-enterprise-account).
-
-{% data reusables.billing.ghes-with-no-enterprise-account %}
+{% data variables.product.github %} bills invoiced customers through an enterprise account on {% data variables.product.prodname_dotcom_the_website %}. Each invoice includes a single bill charge for all of your paid {% data variables.product.prodname_dotcom_the_website %} services and any {% data variables.product.prodname_ghe_server %} instances. For more information, see [AUTOTITLE](/billing/managing-your-billing/about-billing-for-your-enterprise).
 
 ## Viewing your current invoice
 
 {% data reusables.enterprise-accounts.access-enterprise-on-dotcom %}
-{% data reusables.enterprise-accounts.settings-tab %}
 {% data reusables.enterprise-accounts.billing-tab %}
 1. Under "Latest invoice", click **View**.
 
    ![Screenshot of the billing summary for an enterprise account. A link, labeled "View", is highlighted with an orange outline.](/assets/images/help/business-accounts/view-invoice-link.png)
 
+To view details of subscriptions and usage for your enterprise account, see [AUTOTITLE](/billing/managing-the-plan-for-your-github-account/viewing-the-subscription-and-usage-for-your-enterprise-account).
+
 ## Paying your current invoice
 
 {% data reusables.enterprise-accounts.access-enterprise-on-dotcom %}
-{% data reusables.enterprise-accounts.settings-tab %}
 {% data reusables.enterprise-accounts.billing-tab %}
 1. Under "Latest invoice", click **Pay invoice**.
 
@@ -46,7 +41,6 @@ For more information about viewing the subscription and usage for your enterpris
 ## Downloading your current invoice
 
 {% data reusables.enterprise-accounts.access-enterprise-on-dotcom %}
-{% data reusables.enterprise-accounts.settings-tab %}
 {% data reusables.enterprise-accounts.billing-tab %}
 1. Under "Quick Actions", click **Download current invoice**.
 
@@ -55,7 +49,6 @@ For more information about viewing the subscription and usage for your enterpris
 ## Viewing your payment history
 
 {% data reusables.enterprise-accounts.access-enterprise-on-dotcom %}
-{% data reusables.enterprise-accounts.settings-tab %}
 {% data reusables.enterprise-accounts.billing-tab %}
 1. To see a summary of your past billing activity, under "Billing", click the **Past invoices** tab.
 

content/billing/how-tos/set-up-payment/redeem-coupon.md

@@ -15,6 +15,7 @@ redirect_from:
 versions:
   fpt: '*'
   ghec: '*'
+product: 'Personal, organization, and enterprise account owners<br>Organization and enterprise billing managers'
 topics:
   - Billing
   - Discounts
@@ -24,29 +25,23 @@ topics:
 shortTitle: Redeem coupon
 contentType: how-tos
 ---
-{% data variables.product.company_short %} can't issue a refund if you pay for an account before applying a coupon. We also can't transfer a redeemed coupon or give you a new coupon if you apply it to the wrong account. Confirm that you're applying the coupon to the correct account before you redeem a coupon.
 
-{% data reusables.dotcom_billing.coupon-expires %}
+## Prerequisites
 
-> [!NOTE]
-> You cannot apply coupons to paid plans for {% data variables.product.prodname_marketplace %} apps.
+> [!IMPORTANT]
+> {% data variables.product.company_short %} can't issue a refund if you apply a coupon to the wrong account or to an account that you have already paid for.
 
-## Redeeming a coupon for your personal account
+Before you redeem a coupon:
+1. Confirm which account the coupon is intended for.
+1. Verify that the account you want to apply the coupon to is not already paid for, see [AUTOTITLE](/billing/how-tos/set-up-payment/manage-payment-info).
+1. Be aware that coupons cannot be used for paid plans for {% data variables.product.prodname_marketplace %} apps.
 
-{% data reusables.dotcom_billing.enter_coupon_code_on_redeem_page %}
-1. Under "Redeem your coupon", click **Choose** next to your _personal_ account's username.
-{% data reusables.dotcom_billing.redeem_coupon %}
-
-## Redeeming a coupon for your organization
-
-{% data reusables.dotcom_billing.org-billing-perms %}
+## Redeeming a coupon for your personal or organization account
 
 {% data reusables.dotcom_billing.enter_coupon_code_on_redeem_page %}
-1. Under "Redeem your coupon", click **Choose** next to the _organization_ you want to apply the coupon to. If you'd like to apply your coupon to a new organization that doesn't exist yet, click **Create a new organization**.
+1. Under "Redeem your coupon", click **Choose** next to the username of the account to apply the coupon to.
 {% data reusables.dotcom_billing.redeem_coupon %}
 
-{% ifversion ghec %}
-
 ## Redeeming a coupon for your enterprise
 
 Redeeming a {% data variables.product.prodname_ghe_cloud %} coupon will create a new enterprise account. You can't redeem a coupon for an existing enterprise account yourself. If you have an existing enterprise account and want to redeem a coupon, you can [contact {% data variables.contact.github_support %}](/support/contacting-github-support).
@@ -55,4 +50,11 @@ Redeeming a {% data variables.product.prodname_ghe_cloud %} coupon will create a
 1. Select the organization that you would like to add to your new enterprise.
 {% data reusables.dotcom_billing.redeem_coupon %}
 
-{% endif %}
+## When the coupon expires
+
+If you use a coupon to pay for a subscription, when the coupon expires you will be charged the **full cost** for that subscription if you have a **payment method defined**.
+
+If you **do not have a payment method defined**, your account will be affected:
+* Personal accounts are downgraded to {% data variables.product.prodname_free_user %}
+* Organization accounts are downgraded to {% data variables.product.prodname_free_team %}
+* Enterprise accounts are locked until you add a payment method