Your platform -> Billing in your admin dashboard.
This is the one place that shows what your firm pays Propper for the platform. It is about your subscription with us, not about what your traders pay you: that money runs through your own payment account under Payments.
Who can see it
The View billing permission opens the screen and everything on it. The owner of the firm and any role that holds every permission have it from the start, and no other role does until you tick it. Give it to a finance colleague and they can fetch invoices for the bookkeeping without seeing anything else in the panel.
Changing something needs Manage billing: replacing the payment method and editing the name, address, reference and tax ids on the invoices. It includes View billing. Without it the page shows every figure and every detail, the fields are read only, and a line says why.
The list of traders who count names people, so it also needs View traders. Without it the figure and its line are there, and the list says it is not yours to see.
The top of the page
The billing period that runs now, then one sentence with the thing that matters most: money that did not come in, a subscription that ends, or the amount and date of the next charge and the method it goes to. On the right the status of the subscription and Export.
While Propper runs Stripe in test mode the header says so, and no real money moves.
What you pay
Three figures that are the tabs of one chart. Each one keeps its own address, so a link to the traders opens on the traders.
Next invoice. What Stripe charges at the next renewal, fetched each time the page opens, with the date. The chart shows every invoice so far on the day its period starts, and the next one at the end. Under it are the lines of that next invoice, searchable and sortable by amount.
Until the last day and a half of the period the extra traders are not on the invoice yet, so the screen adds them as a separate line at today's count, marked as an estimate, and the figure says it includes one.
Billable traders. Only on a plan that charges per extra trader. How many traders count today against the number your tier includes. A trader counts while they have a challenge running, funded or suspended, and for 30 days after their last one ended. A trader who signed up and never started a challenge does not count. Staff never do: a member of your team with a role is never billed as a trader.
The line shows the count for each of the last 90 days, read from your accounts as they are now, with what your tier includes drawn across it once you reach half of it. The number that ends up on the invoice is the one counted on the invoice date, not today's.
Under the line is everybody who counts today, fifty at a time, with running challenges first and then the traders who stop counting soonest. Each row says how many challenges run or when the last one ended, and until which day the trader still counts. Search by name, email address or id. A row opens the trader in Users.
Paid so far. Everything paid to Propper since the subscription started, as a running total per month, and what is still open. Under it every invoice, newest period first, with its number, period, the day it was paid, its status and the amount. A row opens the PDF as Stripe issued it, which is the copy for your bookkeeping. Search by number, period or status, or sort by amount.
Every row has a menu on a right click with the ways to open it and to copy what identifies it.
Payment method
The column on the right, or right under the header on a narrow screen, starts with what pays the invoices: the card with its expiry date, or the bank account or wallet. It warns when a card has expired, when it expires before the next invoice, when a payment did not go through, and when no method is on file.
Add or Replace opens Stripe's own payment form inside the page. It saves the method for the next invoice and charges nothing, and the method it replaces is removed from your account. The methods on offer are the ones Propper accepts in your country. A card is saved straight away. If Stripe cannot be reached at that moment, the form stays open with the reason and saving again finishes the job without typing the card a second time.
A method your bank has to confirm first, such as a bank account verified with two small deposits, shows under the current one as waiting, with a link to verify the account when Stripe asks for that. The current method keeps paying until then. Once the bank has confirmed it, the row offers Use it, which asks before it replaces the current method, unless the new method already took over by itself.
After a failed payment Stripe retries over the next days, and a new method is used from the next try.
Plan
What your plan costs a month after any partner discount, before extra traders and tax, and the lines from your contract, each with how it is billed:
- Monthly: the platform tier and any add-ons, charged at the start of every month of the subscription.
- Once: a one-time fee, such as the setup fee of a profit split, on the first invoice only.
- Per extra trader: your tier includes a number of traders, and every billable trader above that number is charged per month.
When your contract came with a partner discount, the monthly lines show the original price struck through under what you actually pay. One-time fees never carry the discount. Under the lines: when the subscription started, when it renews or ends, the minimum term while it runs, and the discount.
The plan itself is changed through your account manager, never on this screen. Ask Propper opens a conversation with us.
Contracts
The contracts your firm signed for this plan, each with the day it was signed and whether we countersigned it. A row downloads the PDF.
On your invoices
What Propper's invoices say and where they go, saved with Stripe and used from the next invoice:
- Name: usually your firm's legal name.
- Invoices go to: the address Stripe sends every invoice and receipt to.
- Address: printed on every invoice. The country decides which tax applies.
- Reference: one line on every invoice, such as a purchase order number, with a name of your choosing.
- Tax ids: each picked from the kinds Stripe knows per country, up to ten new ones per save. Stripe refuses a number that does not fit its kind when you save, and checks EU, UK and Australian numbers with the authority afterwards. Each number shows whether it was verified.
Changes collect in the bar at the bottom of the screen and are saved together. Only what you changed is sent, so a colleague who changed another part at the same time keeps theirs. If Stripe refuses one tax id, the ones before it are saved and the form keeps the rest for you to fix. If Stripe does not answer, the form keeps everything you typed for the next try.
Export
Export downloads a CSV of every invoice, with its period, status, amount, what is still open and the day it was paid. On a plan with a per-trader line, and with View traders, it also downloads everybody who counts today, not only the page on screen, with until when they count. Every export is written to your activity log.
Without a subscription
A firm that has no subscription with us yet sees that, and a way to ask us. Your account manager sets one up together with your contract.
In the older designs
On the Propper - OG and Tactical designs the page is read only and laid out as panels: the plan with its lines and discount, the number of active traders against the ones included, an estimate of the next invoice, every invoice with its PDF, and a panel on the right listing what needs attention. The payment method, the details on the invoices, the contracts, the list of traders who count, the lines over time and the export are on the new design only.