[EDI] Audit and implement: /billing/how-tos/manage-for-client/* (#57052)
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: Anne-Marie <102995847+am-stead@users.noreply.github.com>
This commit is contained in:
Felicity Chapman
@@ -10,22 +10,23 @@ topics:
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- Enterprise
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- Upgrades
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shortTitle: Create as CSP partner
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product: 'Microsoft Cloud Solution Provider (CSP) partners setting up {% data variables.product.prodname_enterprise %}. <br>{% data variables.product.github %} partners should see [AUTOTITLE](/billing/how-tos/manage-for-client/create-client-enterprise).'
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redirect_from:
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- /billing/setting-up-paid-accounts-for-procurement-companies/setting-up-enterprise-accounts-for-procurement-companies/creating-an-enterprise-account-as-a-microsoft-csp-partner
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contentType: how-tos
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---
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As a Microsoft Cloud Solution Provider (CSP) partner, you can create an enterprise account on {% data variables.product.prodname_dotcom %} on behalf of your customer. You can also invite your customer to become an enterprise owner.
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## Requirements
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## Prerequisites
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Before you start, make sure you know:
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* The {% data variables.product.prodname_dotcom %} username of the client who will become the owner of the enterprise account you create
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* The {% data variables.product.prodname_dotcom %} username for the CSP partner that must be assigned to the customer’s enterprise account to manage metered billing and access support
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* The name your client would like to use for the enterprise account
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* The email address where you would like receipts to be sent
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* {% data variables.product.github %} username of the client who will become the owner of the enterprise you create
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* {% data variables.product.github %} username for the CSP partner that must be assigned to the customer’s enterprise account to manage metered billing and access support
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* Enterprise name your client would like to use
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* Email address for receipts
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* Number of seats your client needs in the enterprise
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* Enterprise account type required by your client, see [AUTOTITLE](/admin/managing-iam/understanding-iam-for-enterprises/choosing-an-enterprise-type-for-github-enterprise-cloud)
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## Step 1: Create the enterprise account
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## Step 1: Create the enterprise account in the Azure portal
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As a Microsoft CSP partner, you can get started with {% data variables.product.prodname_enterprise %} from the Microsoft Azure portal.
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@@ -46,7 +47,7 @@ At any time during the trial, you can purchase {% data variables.product.prodnam
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1. To sign in to your Microsoft account, follow the prompts.
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1. Review the "Permissions requested" prompt. If you agree with the terms, click **Accept**.
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If you don't see a "Permissions requested" prompt, and instead see a message indicating that you need admin approval, see [AUTOTITLE](/billing/managing-the-plan-for-your-github-account/connecting-an-azure-subscription#message-need-admin-approval).
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If you don't see a "Permissions requested" prompt, and instead see a message indicating that you need admin approval, see [AUTOTITLE](/billing/how-tos/troubleshooting/azure-sub-connection).
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1. Under "Select a subscription", select the Azure Subscription ID that you want to connect to your organization. {% data reusables.enterprise-accounts.tenant-app-permissions %}
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{% data reusables.enterprise-accounts.connect-azure %}
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@@ -10,21 +10,21 @@ topics:
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- Enterprise
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- Upgrades
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shortTitle: Create client enterprise
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product: '{% data variables.product.github %} partners setting up {% data variables.product.prodname_enterprise %}. <br> Microsoft Cloud Solution Provider (CSP) partners should see [AUTOTITLE](/billing/how-tos/manage-for-client/create-as-csp-partner).'
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redirect_from:
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- /billing/setting-up-paid-accounts-for-procurement-companies/setting-up-enterprise-accounts-for-procurement-companies/about-enterprise-accounts-for-procurement-companies
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- /billing/setting-up-paid-accounts-for-procurement-companies/setting-up-enterprise-accounts-for-procurement-companies/creating-and-paying-for-an-enterprise-account-on-behalf-of-a-client
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contentType: how-tos
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---
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>[!NOTE] If you are a Microsoft Cloud Solution Provider (CSP) partner and want to create an enterprise account for your customer, see [AUTOTITLE](/billing/setting-up-paid-accounts-for-procurement-companies/setting-up-enterprise-accounts-for-procurement-companies/creating-an-enterprise-account-as-a-microsoft-csp-partner).
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## Requirements
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## Prerequisites
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Before you start, make sure you know:
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* The {% data variables.product.prodname_dotcom %} username of the client who will become the owner of the enterprise account you create
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* The name your client would like to use for the enterprise account
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* The email address where you would like receipts to be sent
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* The number of paid seats your client would like you to purchase for the enterprise account (see [AUTOTITLE](/billing/managing-the-plan-for-your-github-account/about-per-user-pricing))
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* {% data variables.product.github %} username of the client who will become the owner of the enterprise you create
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* Enterprise name your client would like to use
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* Email address for receipts
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* Number of seats your client needs in the enterprise
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* Enterprise account type required by your client, see [AUTOTITLE](/admin/managing-iam/understanding-iam-for-enterprises/choosing-an-enterprise-type-for-github-enterprise-cloud)
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## Step 1: Create your personal account on {% data variables.product.prodname_dotcom %}
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@@ -37,7 +37,12 @@ If you already have a personal account on {% data variables.product.prodname_dot
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## Step 2: Create the enterprise account
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{% data reusables.enterprise.create-enterprise-account %}
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1. Depending on your client's requirements:
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* Enterprise with personal accounts on {% data variables.product.prodname_dotcom_the_website %}: click **Get started with personal accounts**
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* Enterprise with managed users, and optional data residence: click **Get started with managed users**
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1. Complete the form with your client's information.
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If you chose Enterprise managed users, define your data hosting requirements [AUTOTITLE](/admin/data-residency/about-github-enterprise-cloud-with-data-residency).
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1. Click **Create your enterprise**.
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## Step 3: Upgrade the enterprise to a yearly paid subscription
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@@ -64,5 +69,6 @@ Invite your client to become an enterprise owner. For more information, see [AUT
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## Next steps
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{% ifversion fpt %}1. If you would like your credit card to be removed from the enterprise account so that it's not charged again, contact {% data variables.contact.contact_support %}.
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1. {% endif %}When it's time to renew your client's paid subscription, see [AUTOTITLE](/billing/setting-up-paid-accounts-for-procurement-companies/setting-up-enterprise-accounts-for-procurement-companies/renewing-your-clients-enterprise-account).
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1. Contact your client and ask them to add you to the enterprise as a billing manager. You'll need to be a billing manager for the enterprise so that you can renew or make changes to your client's subscription in the future. See [AUTOTITLE](/admin/managing-accounts-and-repositories/managing-users-in-your-enterprise/inviting-people-to-manage-your-enterprise).
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1. Your client's paid subscription will automatically renew unless you remove your company's payment method from the enterprise, see [AUTOTITLE](/billing/how-tos/set-up-payment/manage-payment-info).
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1. If you want to remove your company's credit card from the enterprise so that it's not automatically charged for renewals and any other costs, contact {% data variables.contact.contact_support %}.
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@@ -16,6 +16,7 @@ redirect_from:
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versions:
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fpt: '*'
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ghec: '*'
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product: '{% data variables.product.github %} partners setting up {% data variables.product.prodname_team %}'
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topics:
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- Billing
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- User account
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@@ -25,14 +26,15 @@ shortTitle: Create client org
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contentType: how-tos
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---
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## Requirements
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If you want to create an enterprise account for a client, see [AUTOTITLE](/billing/how-tos/manage-for-client/create-client-enterprise) or [AUTOTITLE](/billing/how-tos/manage-for-client/create-as-csp-partner).
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## Prerequisites
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Before you start, make sure you know:
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* The {% data variables.product.prodname_dotcom %} username of the client who will become the owner of the organization you create
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* The name your client would like to use for the organization
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* The email address where you would like receipts to be sent
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* The [product](/get-started/learning-about-github/githubs-plans) your client would like to purchase
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* The number of [paid seats](/billing/managing-the-plan-for-your-github-account/about-per-user-pricing) your client would like you to purchase for the organization
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* {% data variables.product.github %} username of the client who will become the owner of the organization you create
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* Organization name your client would like to use
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* Email address for receipts
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* Number of seats your client needs in the organization
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## Step 1: Create your personal {% data variables.product.prodname_dotcom %} account
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@@ -53,27 +55,18 @@ If you already have a personal account on {% data variables.product.prodname_dot
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{% data reusables.dotcom_billing.owned_by_business %}
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1. Click **Next**.
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## Step 3: Upgrade the organization to a yearly paid subscription
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## Step 3: Upgrade the organization to a paid plan with yearly payment
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{% data reusables.profile.access_org %}
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{% data reusables.profile.org_settings %}
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{% data reusables.organizations.billing_plans %}
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{% data reusables.organizations.billing_plans_or_licensing %}
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{% data reusables.dotcom_billing.upgrade_org %}
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{% data reusables.dotcom_billing.choose_org_plan %} (You can add more seats to the organization in the next step.)
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1. Under "Upgrade summary", select **Pay yearly** to pay for the organization yearly.
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1. Under "How often do you want to be billed?", select **Pay yearly** to pay for the organization yearly.
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1. Under "How many seats do you want to include?", define the number of seats you require.
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{% data reusables.dotcom_billing.enter-payment-info %}
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{% data reusables.dotcom_billing.finish_upgrade %}
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1. Review the information, then click **Save** to confirm the changes.
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## Step 4: Upgrade the number of paid seats in the organization
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{% data reusables.profile.access_org %}
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{% data reusables.profile.org_settings %}
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{% data reusables.organizations.billing_plans %}
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{% data reusables.dotcom_billing.add-seats %}
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{% data reusables.dotcom_billing.number-of-seats %}
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{% data reusables.dotcom_billing.confirm-add-seats %}
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## Step 5: Invite your client to join the organization
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## Step 4: Invite your client to join the organization
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{% data reusables.profile.access_org %}
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{% data reusables.user-settings.access_org %}
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@@ -81,9 +74,12 @@ If you already have a personal account on {% data variables.product.prodname_dot
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{% data reusables.organizations.invite_member_from_people_tab %}
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1. In the search field, type your client's {% data variables.product.prodname_dotcom %} username and press **Enter**.
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1. Select **Owner**, then click **Send invitation**.
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1. Your client will receive an email inviting them to the organization. They will need to accept the invitation before you can move on to the next step.
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1. Your client will receive an email inviting them to the organization.
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## Step 6: Transfer organization ownership to your client
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>[!NOTE]
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> You cannot move on to the next step until your client accepts the invitation to become an organization owner.
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## Step 5: Transfer organization ownership to your client
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{% data reusables.profile.access_org %}
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{% data reusables.user-settings.access_org %}
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@@ -97,6 +93,6 @@ If you already have a personal account on {% data variables.product.prodname_dot
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## Next steps
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1. Contact your client and ask them to [add you to the organization as a billing manager](/organizations/managing-peoples-access-to-your-organization-with-roles/adding-a-billing-manager-to-your-organization). You'll need to be a billing manager for the organization so that you can renew or make changes to your client's subscription in the future.
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1. If you would like your organization's credit card to be removed from the organization so that it's not charged again, contact {% data variables.contact.contact_support %}.
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1. When it's time to renew your client's paid subscription, see [AUTOTITLE](/articles/renewing-your-client-s-paid-organization).
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1. Contact your client and ask them to add you to the organization as a billing manager. You'll need to be a billing manager for the organization so that you can renew or make changes to your client's subscription in the future. See [AUTOTITLE](/organizations/managing-peoples-access-to-your-organization-with-roles/adding-a-billing-manager-to-your-organization).
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1. Your client's paid subscription will automatically renew unless you remove your company's payment method from the organization. See [AUTOTITLE](/billing/how-tos/manage-for-client/manage-client-org).
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1. If you want to remove your company's credit card from the organization so that it's not automatically charged for renewals and any other costs, contact {% data variables.contact.contact_support %}.
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@@ -14,16 +14,12 @@ redirect_from:
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versions:
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fpt: '*'
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ghec: '*'
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ghes: '*'
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topics:
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- Billing
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children:
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- create-client-org
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- create-client-enterprise
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- create-as-csp-partner
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- renew-client-enterprise
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- renew-client-organization
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- manage-client-org
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contentType: how-tos
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---
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@@ -1,17 +1,26 @@
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---
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title: Upgrading or downgrading your client's paid organization
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intro: Billing managers can upgrade or downgrade a client's paid organization at any time.
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title: Managing your client's paid organization
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intro: Billing managers can upgrade or downgrade a client's paid organization at any time, and set their plan to renew.
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redirect_from:
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## Renewing article's redirects
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- /github/setting-up-and-managing-billing-and-payments-on-github/renewing-your-clients-paid-organization
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- /articles/renewing-your-client-s-paid-organization
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- /articles/renewing-your-clients-paid-organization
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- /github/setting-up-and-managing-billing-and-payments-on-github/setting-up-paid-organizations-for-procurement-companies/renewing-your-clients-paid-organization
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- /billing/setting-up-paid-organizations-for-procurement-companies/renewing-your-clients-paid-organization
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- /billing/setting-up-paid-accounts-for-procurement-companies/setting-up-paid-organizations-for-procurement-companies/renewing-your-clients-paid-organization
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- /billing/how-tos/manage-for-client/renew-client-organization
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## Original article's redirects
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- /github/setting-up-and-managing-billing-and-payments-on-github/upgrading-or-downgrading-your-clients-paid-organization
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- /articles/upgrading-or-downgrading-your-client-s-paid-organization
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- /articles/upgrading-or-downgrading-your-clients-paid-organization
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- /github/setting-up-and-managing-billing-and-payments-on-github/setting-up-paid-organizations-for-procurement-companies/upgrading-or-downgrading-your-clients-paid-organization
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- /billing/setting-up-paid-organizations-for-procurement-companies/upgrading-or-downgrading-your-clients-paid-organization
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- /billing/setting-up-paid-accounts-for-procurement-companies/setting-up-paid-organizations-for-procurement-companies/upgrading-or-downgrading-your-clients-paid-organization
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versions:
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fpt: '*'
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ghec: '*'
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permissions: 'Billing manager or organization owner'
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topics:
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- Billing
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- Organizations
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@@ -19,13 +28,20 @@ topics:
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shortTitle: Manage client org
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contentType: how-tos
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---
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{% data reusables.organizations.reseller-ask-to-become-billing-manager %}
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> [!TIP]
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> * Before you upgrade your client's organization, you can [view or update the payment method on file for the organization](/billing/managing-your-billing/managing-your-payment-and-billing-information).
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> * These instructions are for upgrading and downgrading organizations on the _per-seat subscription_. If your client pays for {% data variables.product.github %} using a _legacy per-repository_ plan, you can upgrade or [downgrade](/billing/managing-the-plan-for-your-github-account/downgrading-your-accounts-plan) their legacy plan, or [switch their organization to per-seat pricing](/billing/managing-the-plan-for-your-github-account/upgrading-your-accounts-plan).
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If you're not already billing manager for the organization, an organization owner at your client will need to add you to the organization as a billing manager. See [AUTOTITLE](/organizations/managing-peoples-access-to-your-organization-with-roles/adding-a-billing-manager-to-your-organization).
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## Upgrading an organization's number of paid seats
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## Renewing a client's paid plan
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If your client's organization already has a valid payment method, the plan will automatically renew at the start of each billing cycle. Otherwise, you or the client will need to add a payment method.
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{% data reusables.organizations.billing-settings %}
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{% data reusables.dotcom_billing.update_payment_method_organization_account %}
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1. Under "Payment method", click **New Card**.
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{% data reusables.dotcom_billing.enter-payment-info %}
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## Upgrading the number of paid seats
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{% data reusables.organizations.billing-settings %}
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{% data reusables.dotcom_billing.add-seats %}
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@@ -34,7 +50,7 @@ contentType: how-tos
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After you add seats, the payment method on file for the organization will be charged a pro-rated amount based on the number of seats you're adding and the amount of time left in your billing cycle.
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## Downgrading an organization's number of paid seats to free
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## Downgrading an organization's plan to free
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{% data reusables.organizations.billing-settings %}
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{% data reusables.dotcom_billing.downgrade-org-to-free %}
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@@ -1,27 +0,0 @@
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---
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title: Renewing your client's enterprise account
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intro: You can renew your client's enterprise account by adding a payment method.
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versions:
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fpt: '*'
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ghec: '*'
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topics:
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- Billing
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- Enterprise
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shortTitle: Renew client enterprise
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redirect_from:
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- /billing/setting-up-paid-accounts-for-procurement-companies/setting-up-enterprise-accounts-for-procurement-companies/renewing-your-clients-enterprise-account
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contentType: how-tos
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---
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If your client's enterprise account has a valid payment method on file, their yearly subscription will automatically renew. If not, you can renew the enterprise account by adding a payment method.
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You must be a billing manager to add a payment method. If you're not already a billing manager, ask your client to have an enterprise owner add you. For more information, see [AUTOTITLE](/enterprise-cloud@latest/admin/user-management/managing-users-in-your-enterprise/inviting-people-to-manage-your-enterprise#inviting-an-enterprise-administrator-to-your-enterprise-account).
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{% data reusables.enterprise-accounts.access-enterprise %}
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{% data reusables.enterprise-accounts.settings-tab %}
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{% data reusables.enterprise-accounts.billing-tab %}
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{% data reusables.dotcom_billing.update_payment_method %}
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{% data reusables.billing.edit-billing-information %}
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{% data reusables.dotcom_billing.enter-billing-info %}
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{% data reusables.billing.edit-payment-method %}
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{% data reusables.dotcom_billing.enter-payment-info %}
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@@ -1,31 +0,0 @@
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---
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title: Renewing your client's paid organization
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intro: 'If your client''s organization has a valid payment method on file, their yearly subscription will automatically renew. Billing managers can view and update the organization''s payment method and subscription.'
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redirect_from:
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- /github/setting-up-and-managing-billing-and-payments-on-github/renewing-your-clients-paid-organization
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||||
- /articles/renewing-your-client-s-paid-organization
|
||||
- /articles/renewing-your-clients-paid-organization
|
||||
- /github/setting-up-and-managing-billing-and-payments-on-github/setting-up-paid-organizations-for-procurement-companies/renewing-your-clients-paid-organization
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||||
- /billing/setting-up-paid-organizations-for-procurement-companies/renewing-your-clients-paid-organization
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- /billing/setting-up-paid-accounts-for-procurement-companies/setting-up-paid-organizations-for-procurement-companies/renewing-your-clients-paid-organization
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versions:
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fpt: '*'
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ghec: '*'
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||||
topics:
|
||||
- Billing
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- Organizations
|
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shortTitle: Renew client organization
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||||
contentType: how-tos
|
||||
---
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{% data reusables.organizations.reseller-ask-to-become-billing-manager %}
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> [!TIP]
|
||||
> Billing managers can also [change the organization's number of paid seats](/billing/setting-up-paid-organizations-for-procurement-companies/upgrading-or-downgrading-your-clients-paid-organization) anytime.
|
||||
|
||||
## Updating your organization's credit card
|
||||
|
||||
{% data reusables.organizations.billing-settings %}
|
||||
{% data reusables.dotcom_billing.update_payment_method_organization_account %}
|
||||
1. Under "Payment method", click **New Card**.
|
||||
|
||||
{% data reusables.dotcom_billing.enter-payment-info %}
|
||||
@@ -4,6 +4,8 @@ intro: 'Learn how to view and manage your payment information and billing contac
|
||||
versions:
|
||||
feature: enhanced-billing-platform
|
||||
redirect_from:
|
||||
- /billing/setting-up-paid-accounts-for-procurement-companies/setting-up-enterprise-accounts-for-procurement-companies/renewing-your-clients-enterprise-account
|
||||
- /billing/how-tos/manage-for-client/renew-client-enterprise
|
||||
- /billing/using-the-enhanced-billing-platform-for-enterprises/managing-your-payment-and-billing-information
|
||||
- /billing/using-the-billing-platform/adding-or-editing-a-payment-method
|
||||
- /billing/using-the-billing-platform/viewing-your-payment-history-and-receipts
|
||||
|
||||
@@ -1,3 +1 @@
|
||||
1. Under "Current plan", next to the name of your plan, select **Edit** and click **Add seats**.
|
||||
|
||||
|
||||
|
||||
@@ -1 +1 @@
|
||||
1. Click **Upgrade** next to "Current plan".
|
||||
1. Click **Upgrade to Team** next to "Current plan".
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
{% data reusables.user-settings.access_settings %}
|
||||
1. In the "Access" section of the sidebar, click **{% octicon "organization" aria-hidden="true" aria-label="organization" %} Organizations**.
|
||||
{% data reusables.profile.org_settings %}
|
||||
1. If you are an organization owner, in the "Access" section of the sidebar, click **{% octicon "credit-card" aria-hidden="true" aria-label="credit-card" %} Billing and licensing**.
|
||||
1. If you are an organization owner or billing manager, in the "Access" section of the sidebar, click **{% octicon "credit-card" aria-hidden="true" aria-label="credit-card" %} Billing and licensing**.
|
||||
|
||||
Reference in New Issue
Block a user