Let someone else handle billing

Often the person who pays for SankeyArt isn't the one who makes the diagrams: a finance colleague, procurement or a reseller. Make that person a billing admin. They manage the subscription, seats and invoices, and you don't pay a seat for them.

The billing admin role is available on the Business plan and on enterprise plans. It isn't available on Pro. To see what billing admins can and can't do, read Roles and permissions.

The payer subscribes#

Use this when the payer sets up the subscription and one colleague makes the diagrams.

1. The payer signs up, goes to Subscription and subscribes to the Business plan with 1 seat. As the one who subscribes, the payer is an administrator and uses that seat.
2. The payer goes to Organization and selects their own name.
3. In Role, they select Billing admin and then Update Role. This frees the seat.
4. Back on Organization, under Invite members, they enter the colleague's email, select Administrator or Editor and select Send invitation.

Switch the role before you invite. While the payer uses the only seat, no seat is free, so you can only invite a billing admin. Invite the colleague after step 3.

For more colleagues, subscribe with more seats: one per colleague who makes diagrams. The billing admin needs none.

A colleague subscribes and invites the payer#

The colleague who makes the diagrams can also set everything up:

1. The colleague subscribes to the Business plan with 1 seat.
2. They go to Organization. Under Invite members, they select invite a billing admin, enter the payer's email and select Invite billing admin.
3. The payer accepts the invitation from the email.

You can invite billing admins even when all seats are in use, so this needs no extra seat.

Each person can be in only one organization. If the payer already manages another organization that has or had a subscription, they accept with a second email address, which gets its own SankeyArt account.

Buy through a reseller#

A reseller follows the same steps as in The payer subscribes: the reseller subscribes, switches to billing admin and invites your colleague as administrator or editor.

A SankeyArt account can only be in one organization. If you're a reseller buying for several customers, contact us at support@sankeyart.com and we'll help you find a setup that fits.

You already pay a seat for the payer#

If the payer is an administrator and uses a seat they don't need, free and remove that seat:

1. The payer goes to Organization, selects their own name and switches their Role to Billing admin. If they have diagrams, they choose who gets them, then select Update Role.
2. They go to Subscription and lower the number of seats under Update seats. See Invite members and manage seats.

Do it in this order. If you lower the number of seats first, SankeyArt removes members who use a seat until the organization fits the plan, editors first. That can remove the colleague who makes your diagrams.

What the billing admin manages#

Billing admins land on Subscription when they sign in. From there they can open Manage billing, which takes them to the Stripe customer portal, change seats, cancel the subscription and set up invoices by email. On Organization they invite and remove members and change roles.

In the Stripe customer portal, billing admins can update the payment method, the billing address, phone number and tax ID, and see past invoices.