OptiSigns supports managing billing for sub-accounts. With this feature, headquarters/corporate can manage the billing & payment on behalf of the subsidiaries, like franchisees or different departments. For example, a branch manages the account and screens on its own, but corporates can set up the subaccount and add payment methods for local branches.
Important Note: Sub-account is a separate account, so screens, contents, playlists, and schedules are segregated in the subaccount. The sub-account billing feature is only to support the main account to manage the billing and payment for the sub-account.
If you would like to manage the recourses in the "sub-account" instead, we suggest that you use the "Teams" feature so that you can reserve the screens per team, and then allocate the cost by the number of screens.
If you are a very large franchise or, organizations that need over 50+ sub-accounts, please reach out to us we have a team billing feature that may be more suitable for you.
Let's jump in and get started:
Log on to our portal: https://app.optisigns.com/app/s/sub-account-billing
Go to "Sub-Account Billing" and Click "Add Sub-account"
You will have two options.
- Link an existing OptiSigns account | Click Link Account
- Create a new sub-account for your new department | Create New Account
Once you link to the account, it will send the email notification to that email account.
After the sub-account approve the request. It will show the subscription detail.
You can update the payment method for the sub-account.
You can only do these for your sub-account
- Update the subscription plan
- See the payment history
- Update the billing email
- Update the billing information
- Update the billing address
Important Note: Sub-account is a separate account. The main account can update the billing info for the sub-account. All screens, contents, playlists, and schedules will not be able to be shared between the main account and the sub-account.
If you have any additional questions, concerns, or any feedback about OptiSigns, feel free to reach out to our support team at firstname.lastname@example.org