Enable Flex Billing

To enable Flex Billing, complete the following steps:

1. Log in to ChargePoint and navigate to Organizations.

2. Navigate to the organization for which you want to enable Flex Billing and click anywhere inside the Org Name field.

3. Click View/Edit Organization.

4. Navigate to the Flex Billing tab.

   The Flex Billing information for the organization is displayed.

5. Find your organization in the table and click Activate.

6. Make sure that the ChargePoint Org Name, ChargePoint Org ID and Group Name is accurate.

7. Specify who the payment is to be remitted to in the Remit to drop-down list.

   Please allow 2-3 business days for your changes to be processed by ChargePoint.

8. Select one of the following options to apply your Net session fees:

   1. Apply Net Session Fees to offset my fees for upcoming Cloud Plan renewals.

      By selecting this option, you agree to ChargePoint’s Fee Offset Policy.

   2. I will pay separately for upcoming Cloud Plan renewals. Do not apply my Net Session Fees to offset upcoming Cloud Plan renewals.

      Certain plans, such as the Essential Cloud Plan, do not allow this option to be selected.

9. You will need to provide your banking details. You can choose to provide the banking details later.

   If you choose the Yes, I can provide banking details at this time option, please enter the following Subscriber's Information:

   Status View

   Field Name	Description
   Subscriber’s Organization’s Legal Name	Enter the subscriber's organization's legal name.
   Subscriber’s Legal Address Line 1	Enter the first line of the subscriber's legal address.
   Subscriber’s Legal Address Line 2	Enter the second line of the subscriber's legal address.
   Country	Select the subscriber's organization's country.
   State/Province	Select the subscriber's organization's state/province from the drop-down list.
   City	Enter the subscriber's organization's city.
   Postal Code	Enter the subscriber's organization's postal code.
   Subscriber’s Federal Tax ID or Social Security Number	Enter the subscriber's federal tax ID or the Social Security number.
   Payment Information
   Accounts Receivable Contact Name	Enter the contact name of receiving account.
   Accounts Receivable Contact E-mail	Enter the e-mail address of the receiving account.
   Accounts Receivable Contact Phone	Enter the phone number of the receiving account.
   Bank Name	Enter the name of the bank receiving the payment.
   Bank Address Line 1	Enter the first line of the bank's address.
   Bank Address Line 2	Enter the second line of the bank's address.
   Bank Country	Enter the country of the bank.
   Bank State/Province	Enter the state/province of the bank.
   Bank City	Enter the city of the bank.
   Bank Postal Code	Enter the postal code of the bank.
   ABA Routing Number	Enter the ABA routing number.
   Bank Account Number	Enter the bank account number.
   Account Type	Select one of the following account types: Checking Savings

10. Click Submit to confirm the changes. Click Reset to start over again and Cancel to discard the changes.

    The form is submitted to ChargePoint and your Flex Billing status changes to Pending.

When Flex Billing has been approved for your organization, you will receive an email confirmation from ChargePoint and your Flex Billing status will change to Enabled. It may take 2–3 business days for Flex Billing to be approved. Once Flex Billing is enabled, you can set pricing for your stations.

You can Update and Disable Flex Billing for your organization. Navigate to your organization and click Update to edit the details of your Flex Billing configuration. Click Submit to confirm the updates.