Datto Partner Portal: Required billing updates for Datto partners

Follow

Topic

This article describes how to perform required updates to your billing information in the Datto Partner Portal.

Environment

  • Datto Partner Portal

Description

Confirming your payment information in the Datto Partner Portal

1. In the Partner Portal, click the Purchasing & Billing tab, then choose Payment Methods from the drop-down menu.

Figure 1: The Datto Partner Portal (click to enlarge)

2. Click the pencil icon next to the card you wish to edit.

Figure 2: The Manage Credit Cards page (click to enlarge)

Edit the card information. When finished, click the Update Card button.

Figure 3: The Update Card modal (click to enlarge)

Adding or updating a billing contact

1. Contact your Datto Sales Executive.

2. To add a user, give your Sales Executive the contact information for the person you'd like to add. If you are changing or removing an existing user, provide the existing user's information and details about the change you'd like to make.

3. Your Datto Sales Executive will update your account.

Adding a new payment method

Once a payment method is added you must link it to each subscription to take effect. See the "Linking subscriptions to your payment method" section below.

1. In the Partner Portal, click the Purchasing & Billing tab, then choose Payment Methods from the drop-down menu as in Figure 1, above.

2. Click the Add Payment Method button.

mceclip0.pngFigure 4: Payment methods (click to enlarge)

3. Select your payment method and fill out your billing information, then click Submit.

mceclip1.pngFigure 5: The payment method modal (click to enlarge)

Linking subscriptions to your payment method

1. In the Partner Portal, click the Purchasing & Billing tab, then choose Service Billing from the drop-down menu.

mceclip2.pngFigure 6: The Service Billing option in the menu (click to enlarge)

2. There are two tabs at the top of the Subscriptions page: Unified Continuity and Datto Networking. Click each tab to find all your subscriptions.

mceclip3.pngFigure 7: View options on the Subscriptions page (click to enlarge)

3. The Payment Method column of the subscription list shows the payment type for each subscription. To change the payment method on a subscription, click the arrow in the rightmost column to expand the information, then click Change Payment Method and select the new payment method in the drop-down menu.

mceclip0.pngFigure 8: Expanded subscription information (click to enlarge)

Additional Resources


Was this article helpful?

1 out of 1 found this helpful

You must sign in before voting on this article.

Want to talk about it? Have a feature request?

Head on over to our Community Forum or get live help.

For more Business Management resources, see the Datto RMM Online Help and the Autotask PSA Online Help .

Datto Homepage