How to set up billing on first login

When your organisation is first set up, the person responsible for billing is asked to confirm the billing details and add a payment method. Completing this once activates your Sentinel OS subscription so your whole team can use the app. This guide walks through the three steps and what to expect at each one.

Before you start

• You need to be the billing contact for your organisation, signed in for the first time. If billing is already set up, you go straight to your projects and won't see this flow.
• Have a payment card ready. Your bank may ask you to confirm the payment for security (a 3-D Secure check), so use a device where you can complete that.

Step 1 — Confirm your billing details

On the Set up your account screen, the first step is Confirm your billing details. Your legal name and registered address are shown for reference and can't be edited here, because they come from your agreement. Enter the two fields you can edit:

• Billing email — where your invoices are sent.
• Billing contact phone.

Select Save & continue to payment.

Note: To change the legal name or registered address, contact your Account Manager. They appear on your invoices and are set on your agreement, so they aren't editable in the app.

Step 2 — Add a payment method

On Add a payment method, enter your card details. Select Add card & activate. If your bank requires it, you'll be asked to confirm the payment; once that clears, your subscription activates.

Step 3 — Go to your projects

When activation finishes, the You're all set step appears. Select Go to your projects to start using Sentinel OS.

Done

Your subscription is active and your team has full access to the app. Your chosen billing email will receive invoices from here on.

Next: Your subscription plan

Good to know

• If your organisation is set up to be invoiced rather than pay by card, you won't be asked for a payment method. The billing-details step still applies.
• You only do this once. After activation, billing is managed from Admin > Subscription, where you can update your card and download invoices.
• Activation depends on your card being confirmed. If the final step seems to hang, it is usually waiting on that confirmation.

Common questions

Why can't I edit the legal name or registered address? They come from your signed agreement and appear on your invoices. Contact your Account Manager to change them.

My bank asked me to confirm the payment. Is that normal? Yes. That's a standard 3-D Secure security check. Approve it and activation continues automatically.

Where do I manage billing after this? From Admin > Subscription. See Manage payment methods and View and download invoices.