Skip to content

Commit 2348a16

Browse files
docs: updates to billing and usage guides (medusajs#13222)
* docs: updates to billing and usage guides * address comments * fix build error * add note on billing questions * Update www/apps/cloud/app/billing/page.mdx Co-authored-by: Oli Juhl <[email protected]> --------- Co-authored-by: Oli Juhl <[email protected]>
1 parent 5707740 commit 2348a16

File tree

12 files changed

+328
-168
lines changed

12 files changed

+328
-168
lines changed

www/apps/cloud/app/billing-usage/page.mdx

Lines changed: 0 additions & 149 deletions
This file was deleted.
Lines changed: 94 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,94 @@
1+
import { InlineIcon } from "docs-ui"
2+
import { EllipsisHorizontal, ArrowDownTray, ChevronUpDown } from "@medusajs/icons"
3+
4+
export const metadata = {
5+
title: `Manage Billing Details`,
6+
}
7+
8+
# {metadata.title}
9+
10+
In this guide, you'll learn how to manage your organization's billing details in Cloud.
11+
12+
## Edit Billing Email
13+
14+
To edit the email used for billing:
15+
16+
1. Make sure you're viewing the [correct organization's dashboard in Cloud](../../organizations/page.mdx#switch-organization).
17+
2. Click on the <InlineIcon Icon={ChevronUpDown} alt="switch organization" /> icon in the [organization switcher](../../organizations/page.mdx#switch-organization) at the top left of the Cloud dashboard.
18+
3. Choose "Organization Settings" from the dropdown.
19+
20+
![Organization switcher dropdown opened](https://res.cloudinary.com/dza7lstvk/image/upload/v1750238273/Cloud/CleanShot_2025-06-18_at_12.17.33_2x_zcg69z.png)
21+
22+
4. In the Details section of the General settings, change the "Billing email" field.
23+
5. Once you're done, click the "Save changes" button.
24+
25+
![Billing email field highlighted in the General settings](https://res.cloudinary.com/dza7lstvk/image/upload/v1750238440/Cloud/CleanShot_2025-06-18_at_12.19.41_2x_owgz4a.png)
26+
27+
---
28+
29+
## Edit Tax ID
30+
31+
To edit the Tax, VAT, EIN, GST, or other tax identification numbers for your organization:
32+
33+
1. Make sure you're viewing the [correct organization's dashboard in Cloud](../../organizations/page.mdx#switch-organization).
34+
2. Click on the <InlineIcon Icon={ChevronUpDown} alt="switch organization" /> icon in the [organization switcher](../../organizations/page.mdx#switch-organization) at the top left of the Cloud dashboard.
35+
3. Choose "Organization Settings" from the dropdown.
36+
4. In the Details section of the General settings, change the "Tax ID" field.
37+
5. Once you're done, click the "Save changes" button.
38+
39+
![Tax ID field highlighted in the General settings](https://res.cloudinary.com/dza7lstvk/image/upload/v1755264073/Cloud/CleanShot_2025-08-15_at_16.20.44_2x_mukxbe.png)
40+
41+
---
42+
43+
## Edit Billing Information
44+
45+
Billing information is used in your organization's invoices. You can edit the billing information to make sure the invoices include the correct details.
46+
47+
To edit the billing information:
48+
49+
1. Make sure you're viewing the [correct organization's dashboard in Cloud](../../organizations/page.mdx#switch-organization).
50+
2. Click on the <InlineIcon Icon={ChevronUpDown} alt="switch organization" /> icon in the [organization switcher](../../organizations/page.mdx#switch-organization) at the top left of the Cloud dashboard.
51+
3. Choose "Organization Settings" from the dropdown.
52+
4. Change to the "Billing" settings from the sidebar.
53+
5. In the "Billing information" section, you can edit the legal name, country, address line, city, and post code.
54+
6. Once you're done, click the "Save changes" button.
55+
56+
The new billing information will be used in your organization's next invoice.
57+
58+
![Billing information section in the Billing settings](https://res.cloudinary.com/dza7lstvk/image/upload/v1750241643/Cloud/CleanShot_2025-06-18_at_13.13.34_2x_fjpqpu.png)
59+
60+
---
61+
62+
## Manage Payment Methods
63+
64+
You can manage the payment methods used for the monthly Cloud payment subscriptions for your organization.
65+
66+
### Add Payment Method to Organization
67+
68+
To add a payment method that can be used for Cloud payments in an organization:
69+
70+
1. Make sure you're viewing the [correct organization's dashboard in Cloud](../../organizations/page.mdx#switch-organization).
71+
2. Click on the <InlineIcon Icon={ChevronUpDown} alt="switch organization" /> icon in the [organization switcher](../../organizations/page.mdx#switch-organization) at the top left of the Cloud dashboard.
72+
3. Choose "Organization Settings" from the dropdown.
73+
4. Change to the "Billing" settings from the sidebar.
74+
5. In the "Payment methods" section, click the "Add new" button.
75+
6. This will open a form where you can add credit card details.
76+
7. Once you're done, click the "Save" button.
77+
78+
### Set Payment Method as Default
79+
80+
When Cloud captures the subscription payment for your organization, it first uses the default payment method in your organization. If payment fails, Cloud tries to use other payment methods in the organization, if available.
81+
82+
When you have multiple payment methods added to your organization, you can change the default payment method.
83+
84+
To change the default payment method:
85+
86+
1. Make sure you're viewing the [correct organization's dashboard in Cloud](../../organizations/page.mdx#switch-organization).
87+
2. Click on the <InlineIcon Icon={ChevronUpDown} alt="switch organization" /> icon in the [organization switcher](../../organizations/page.mdx#switch-organization) at the top left of the Cloud dashboard.
88+
3. Choose "Organization Settings" from the dropdown.
89+
4. Change to the "Billing" settings from the sidebar.
90+
5. In the "Payment methods" section, find the payment method you want to set as default.
91+
6. Click the <InlineIcon Icon={EllipsisHorizontal} alt="three-dots" /> icon next to the payment method.
92+
7. Choose "Set as default" from the dropdown.
93+
94+
The next time Cloud captures the subscription payment for your organization, it will use this payment method first.
Lines changed: 106 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,106 @@
1+
import { InlineIcon } from "docs-ui"
2+
import { ArrowDownTray, ChevronUpDown } from "@medusajs/icons"
3+
4+
export const metadata = {
5+
title: `Billing`,
6+
}
7+
8+
# {metadata.title}
9+
10+
In this guide, you'll learn how billing works in Cloud, and how to view and download invoices.
11+
12+
## How Billing Works
13+
14+
Medusa bills your organization monthly.
15+
16+
Your monthly invoice contains:
17+
18+
- An upfront charge for the plan you are currently on.
19+
- An upfront charge for the add-ons you have.
20+
- Pro-rated charges for the add-ons you added in the previous billing cycle.
21+
- Charges for your [Flex Usage](../usage/page.mdx#what-is-flex-usage) in the previous billing cycle.
22+
23+
If your organization goes over its plan's usage limits within the current billing period, charges for your [Flex Usage](../usage/page.mdx#what-is-flex-usage) will be added to your next invoice.
24+
25+
Learn how to monitor your organization's usage in the [Usage](../usage/page.mdx) guide.
26+
27+
<Note title="Got questions?">
28+
29+
You can reach out to `[email protected]` for assistance.
30+
31+
</Note>
32+
33+
---
34+
35+
## View Billing History and Invoices
36+
37+
You can view your payment history in the organization's settings, and download invoices for each payment.
38+
39+
To view your organization's billing history and invoices:
40+
41+
1. Make sure you're viewing the [correct organization's dashboard in Cloud](../organizations/page.mdx#switch-organization).
42+
2. Click on the <InlineIcon Icon={ChevronUpDown} alt="switch organization" /> icon in the [organization switcher](../organizations/page.mdx#switch-organization) at the top left of the Cloud dashboard.
43+
3. Choose "Organization Settings" from the dropdown.
44+
4. Change to the "Invoices" settings from the sidebar.
45+
46+
This will show a table of your upcoming payment, including your plan's amount and flex charges.
47+
48+
You can also see a table with all the payments made for your organization, including the date, status, and amount of each payment.
49+
50+
![Invoices section in the Invoices settings](https://res.cloudinary.com/dza7lstvk/image/upload/v1750242280/Cloud/CleanShot_2025-06-18_at_13.20.39_2x_gar9lb.png)
51+
52+
### Download Invoice
53+
54+
To download an invoice for a specific payment, click the <InlineIcon Icon={ArrowDownTray} alt="download" /> icon in the same row as the payment you want to download.
55+
56+
This will open the invoice in a new tab, where you can view and download it as a PDF.
57+
58+
![Download invoice icon in the Invoices settings](https://res.cloudinary.com/dza7lstvk/image/upload/v1750242445/Cloud/CleanShot_2025-06-18_at_13.27.05_2x_qqibor.png)
59+
60+
---
61+
62+
## Purchase Add-On Resources
63+
64+
Your organization can purchase additional resources beyond its plan's limits as add-ons. For example, you can purchase additional user seats or environments.
65+
66+
You can purchase an add-on resource as you're creating that resource. For example, if you're creating a new project and you've already reached your plan's limit for projects, you'll see a note indicating that this project will be billed as an add-on.
67+
68+
Add-ons are billed monthly in advance, and they are pro-rated based on the number of days remaining in the month when you purchase them.
69+
70+
For example, if you purchase a $10 Preview Environment halfway through the month, you'll be charged $5 (pro-rated) for usage in the previous billing cycle and $10 upfront for usage in the next.
71+
72+
### How can I know if I'm being charged for an add-on?
73+
74+
When you're creating a resource that exceeds your plan's limits, such as a project or user seat, look for a note indicating that you'll be charged an additional amount for that resource.
75+
76+
For example, you may see a note saying "Creating an additional project adds $X to your bill."
77+
78+
### Where can I view my add-ons?
79+
80+
You can view your add-on charges in the [Invoices](#view-billing-history-and-invoices) section of your organization's settings. The add-on charges will be included in the "Upcoming Payments" table.
81+
82+
---
83+
84+
## Change Plan
85+
86+
You choose your organization's plan when you sign up for Cloud. However, the plan may not be the best fit for your needs as your business grows.
87+
88+
If you want to change your plan, or learn more about your plan's resources and limits, contact support for assistance.
89+
90+
---
91+
92+
## Handle Unsuccessful Payments
93+
94+
If a payment for your organization's subscription fails, you'll receive a [notification](../notifications/page.mdx) in the Cloud dashboard.
95+
96+
The payment may fail for various reasons, such as insufficient funds, an expired card, or other issues with the payment method. Make sure to [update your payment method](./manage/page.mdx#manage-payment-methods) if needed.
97+
98+
If there are no issues with your payment method and the payment still fails, contact support for assistance.
99+
100+
---
101+
102+
## Cancelling your Organization's Plan
103+
104+
You can cancel your organization's plan at any time. The plan will be cancelled at the end of the current billing period, and you will be charged for the month's plan and Flex Usage.
105+
106+
To cancel your organization's plan, contact support for assistance.

www/apps/cloud/app/environments/long-lived/page.mdx

Lines changed: 2 additions & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -1,5 +1,5 @@
11
import { InlineIcon } from "docs-ui"
2-
import { EllipsisHorizontal } from "@medusajs/icons"
2+
import { EllipsisHorizontal, ChevronUpDown } from "@medusajs/icons"
33

44
export const metadata = {
55
title: `Long-Lived Environments`,
@@ -152,7 +152,7 @@ The environment's name at the top of the dashboard is also an environment switch
152152

153153
To switch to a different environment:
154154

155-
1. Click on the environment's name at the top of the Cloud dashboard, next to the project name.
155+
1. Click on the <InlineIcon Icon={ChevronUpDown} alt="switch environment" /> icon next to the environment's name at the top of the Cloud dashboard.
156156
2. Choose the environment you want to switch to from the dropdown.
157157

158158
![Environment switcher dropdown at the top of the dashboard](https://res.cloudinary.com/dza7lstvk/image/upload/v1749815237/Cloud/CleanShot_2025-06-13_at_14.46.54_2x_j4848b.png)

0 commit comments

Comments
 (0)