Checklist Help Center Checklist Help Center
  • Miscellaneous
    • Settings Overview
    • Clients: Universal Search
    • Account Info Overview
    • Service Providers: Universal Search
    • Checklist FAQ
    • Glossary
  • For Service Providers
    • Clients
      • View Clients
    • Service Provider Calendar
      • Service Provider Calendar
    • Jobs
      • Accepting or Rejecting Job Requests
      • Creating an Incident Report
      • How Do I reassign Jobs As A Service Provider?
      • Completing Jobs
      • How To View My Jobs?
    • Users
      • Service Provider: User Roles and Permissions
      • How to Delete a User from my Service Provider account?
      • How Do I add A User To My Service Provider Account?
    • Invoices
      • How To Send An Invoice To A Client?
      • How to Create An Invoice?
    • Payments
      • Add Payment Gateway
    • Service Provider: Dashboard
  • For Property Managers
    • Users
      • Client: User Roles and Permissions
      • How do I Delete a User from my Account?
      • How Do I add A User To My Account? (Clients)
    • Invoices
      • How To Add/Remove My Credit Card?
      • How Do I Pay My Service Provider?
    • Creating your Checklist
      • Creating a Checklist
    • Connections
      • Channel Connections
      • Troubleshooting iCal Connections
      • How To Manually Refresh a Channel?
    • Managing Service Providers
      • Deactivating a Service Provider
      • Inviting Service Providers
      • Service Provider Categories
    • Jobs
      • How Do I Create A Manual Job?
      • View Incident Reports
      • Flagging A Job for Follow-up
      • How Do I Re-assign a Job to a Different Service Provider?
      • Changing Your Job Date
      • Marking Incident Reports as Open/Closed
    • Calendar
      • Property Manager Calendar
      • Property Status
    • Assignment Rules
      • Creating Assignment Rules
      • Assignment Strategies
      • Recurring Jobs
    • Properties
      • How Do I Add Property Instructions to Jobs?
      • How Do I Add and Update Properties?
    • Checklist Client Setup Guide
    • Billing Information
    • Client: Dashboard
For Property Managers / Billing Information /
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Billing Information

The Billing Information page allows you to view and manage your charges and billing details.

On your dashboard, click your profile image or the icon at the bottom left and select Billing Info from the menu options.

Billing Info

On this page, you will be able to see:

  • A simple, affordable pricing tier.

  • The number of free jobs you will receive per month.

  • The number of accepted jobs in your account.

  • Your current billing amount.

Billing History

Your Billing History will display your charges incurred and invoices received from Checklist.

Payment Cards

This page allows you to add your payment cards. Your default card will be used for subscription payments to Checklist.

Click here for instructions on how to add your payment card.

As always, please contact us with questions at any time.  We are happy to help.
How did we do? Thank you! We appreciate your feedback.
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