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ShareFile
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Billing

April 4, 2024
Contributed by: 
J

The Billing page allows you to view receipts, edit billing information, and other related activities.

In your ShareFile account, navigate to Settings > Admin Settings > Billing to access:

Receipts & Billing Notifications

Use the Receipts & Billing Notifications page to view and download to print your invoices for your ShareFile account.

You can select Pay Now to pay your invoice. See Pay Now for more information.

To download an invoice, select the download icon next to the month you want to review or print. A PDF is downloaded to your device.

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Pay Now

Pay Now allows you to make a one time payment using a credit card to pay your invoice.

Use the following steps to pay your account from the Receipts & Billing Notifications page.

  1. Select Pay Now from the Receipts & Billing Notifications page.

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    The Enter Card Details pop-up displays.

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  2. Enter the requested information.

  3. Select Continue to make the one-time credit card payment.

To pay all future invoices with a credit card, see Edit Billing Information for more information.

Edit Billing Information

The Edit Billing Information screen allows you to update your billing type from invoice billing to credit card. You can also make changes to your billing address.

Update Billing Type

Use the Update Billing Type to make a change to how your ShareFile bill is paid.

  1. Navigate to From ShareFile, navigate to Settings > Admin Settings > Billing > Edit Billing Info.

  2. In the Update Billing Type section, select Switch to Credit Card.

    The Update Billing Type screen displays.

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  3. Select Enter Card Details.

    The Enter Card Details pop-up displays.

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  4. Select Continue to go back to the Edit billing information screen to receive confirmation of the change.

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Update Billing Address

Use the Update Billing Address to make changes to your billing address.

  1. Navigate to From ShareFile, navigate to Settings > Admin Settings > Billing > Edit Billing Info.

  2. In the Update Billing Address section, select enter the new billing address information.

  3. Select Save.

Cancel account

How to cancel your account

Use the following directions to cancel your ShareFile account.

  1. In ShareFile, navigate Settings > Admin Settings > Billing.

  2. Under Billing select Cancel Account.

    The Cancel Account verification screen displays.

  3. Verify you want to cancel by selecting Continue Cancellation.

Notes:

  • Cancelling the account requires an Employee user with the request plan changes permission.

  • ShareFile accounts are set to auto renew. To avoid being charged for an unwanted renewal, cancellation must be completed prior to the renewal date.

  • Once cancelled, Admins and Clients can login for 30 days; afterwards, only the account owner can login to reactivate the account.

Billing
April 4, 2024
Contributed by: 
J
April 4, 2024
Contributed by: 
J

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