Top up your balance
Add to the practice's balance, or switch on auto top-up so work never waits for it.
Source reviewed Product documentation
BeforeMay Workpapers and BeforeMay Verify draw from one balance, shown in Australian dollars. Open Plan & balance from the sidebar to see it. Usage shows what each product spent, month by month, and every charge.
To add to it, choose Top up. Pick an amount under Add balance; the button underneath shows what you'll pay. Check that figure before continuing to checkout. Top-ups never expire.
To stop work waiting on the balance, switch on Auto top-up on the same page. Choose when to refill (When the balance falls below), how much to Add, and the most it may charge (At most each month). It needs a card on file, which you add under Payment. With auto top-up off, a build or check that the balance can't pay waits until someone tops up.
Only the practice owner and admins can manage billing; a member should ask one of them to top up.
Before a build starts, the case shows its own price. A simple, standard or complex return costs a different amount, so read that figure rather than assuming one price for every case.