Full Transcript (click arrow below):
0:00 Hi, this is Hannu. In this video, we'll be covering the billing and invoices tab of the Redo Merchant dashboard. The billing tab is a subset in the settings section.
0:09 The billing tab is where you, as a merchant, will input your credit card on file that's used for Redo to collect the coverage prices that you have already collected as a merchant.
0:19 As a reminder, when your customers check out with Redo, that credit first travels to you in Shopify as a part of your payout, and Redo utilizes the company card to collect that coverage from you every two weeks.
0:29 In essence, these are all one-to-one transactions, which enables Redo to stay completely free to you. If you ever need to change the credit card, it's super easy to come to the billing section and update it at any point.
0:42 The next tab is the Invoices tab. You can find the Invoices tab here, right beneath the Settings section. The Invoices tab will show you a bi-weekly invoice, or every two weeks, you will receive an invoice that you'll be able to open up and export.
0:57 The invoice will include all the line items that list the coverages that were checked out during that billing cycle by your account.
1:04 So, for your finance or accounting teams that need to reconcile the credit card charges, it's a great resource for them to do so.
1:12 Again, that will be in the Invoices tab, and you'll be able to export those invoices as a CSV. Hopefully, this helps, and hopefully, you are able to continue using and benefiting from the Redo Merchant dashboard.
Managing Billing and Invoices in the Redo Merchant Dashboard
The Billing and Invoices tabs within your Merchant Redo Dashboard simplify financial transactions and record-keeping.
Billing Tab
In the Billing tab, you can:
Enter and update your credit card information.
Your credit card is used by Redo to collect the coverage fees that have already been credited to your Shopify account through customer purchases.
Transactions are processed bi-weekly, making them simple and transparent.
Note: Updating your credit card details is straightforward—just enter the new information whenever necessary.
Invoices Tab
The Invoices tab provides a clear overview of your billing records:
Receive detailed, bi-weekly invoices listing all coverage transactions.
Invoices clearly outline each coverage fee collected during the billing cycle.
Easily export invoices as CSV files, aiding reconciliation for your finance or accounting teams.
Regularly reviewing invoices ensures accuracy in financial reporting and simplifies your accounting processes.
Efficient management of these tabs helps maintain financial clarity and streamlined operations.