Billing in the Site Dashboard

Add a new credit card, remove the current card or transfer billing to a new site owner within the Billing tab of the Settings tool in the Site Dashboard.


Access Site Billing

  1. Go to the Site Dashboard and select Settings.
  2. Click the Billing tab.

Note

Changing your site billing is typically done at launch time. For a comprehensive step-by-step guide to going live, refer to Launch Essentials.

Roles & Permissions

The permission to transfer ownership or update payment method is granted only to the role of Site Owner. You can see who is assigned the role of Site Owner by clicking Team in the Site Dashboard. Other roles do not have access to billing as described on this page.

Note

If you need to assume site and billing ownership, the current Site Owner must transfer it to you directly, as described below.

Transfer Ownership and Billing for This Site

This is the most common way agencies handle billing. The invitation will guide the recipient through adding their payment method to the site for the designated plan.

We recommend communicating with the business owner well in advance of sending an invitation. It's a good idea to have them notify you once they've upgraded so you can continue the going live procedure. Feel free to share the Site Owner FAQ guide with them.

Warning

This process will transfer ownership of the site. The account paying for the site is automatically assigned the Site Owner role. Agencies maintain access by being associated as a Supporting Organization.

  1. From the Pantheon Site Dashboard, click Settings.
  2. Click Transfer ownership and billing for this site.
  3. Enter the intended site owner’s email.

    The business owner will get an email that directs them to create a Pantheon account or log in to an existing account. Once inside, they need to provide their contact and billing info.

  4. Ask the new site owner to add your agency as a Supporting Organization so you can continue the going live procedure on their behalf.

Add New Credit Card

  1. Go to the Site Dashboard and select Settings, then click Billing.
  2. Enter your credit card information and click Add Card.

    Your credit card has been added to your account. Use the selector above to apply it to this Site

    You should get a message saying "Your credit card has been added to your account. Use the selector above to apply it to this Site."

This process will add a new credit card profile in Account > Billing of your User Dashboard. Once you have added the card, set it as the new payment method for the site as described in the next section.

Your Credit Cards

Bill This Site to a New Card

Select the card you want the site to use as the new payment method after it has been added as described in the previous section.

  1. Go to the Site Dashboard and select Settings, then click Billing.
  2. Select a new card from the drop down menu within Your Credit Cards section.
  3. Click Update Payment Method.

    Card has been updated

    You should get a message saying "Card has been updated."

Do Not Bill This Site to a Card

After downgrading from a paid plan to Sandbox, remove the card as a payment method for the site:

  1. Go to the Site Dashboard and select Settings, then click Billing.
  2. Select Do not bill this site to a card from the drop down menu within Your Credit Cards section.
  3. Click Update Payment Method.

    There is no longer a credit card associated with this site

    You should get a message saying "There is no longer a credit card associated with this site."

See Also