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Billing Portal

Guides and FAQ's related to Billing at Partly

Table of Contents

1. How does billing work at Partly?

2. How do I see and or download my monthly activity/Invoices?

3. How can my accounts team access the billing portal?

4. Marking parts as returned. 

5. Verifying Partly's Bank Account

6. Billing Support and Help

1. How does billing work at Partly?

Transactions and invoicing

  • Partly treats an order as a transaction from the moment it is confirmed, using Coordinated Universal Time (UTC).
  • All confirmed, non-returned parts within a UTC calendar month are invoiced as successful transactions and are subject to a 3.9% success fee.
  • The formal invoice is sent to your primary billing contact, if you require this to be changed please contact billing@partly.com. Anyone with admin or accounts permissions can see a version and full breakdowns of the invoices in the billing portal.
 

Returns and credits

  • Parts marked as returned in a confirmed order are not invoiced.
  • If a part is marked as returned after that month’s invoice has been issued, it will be credited on your next invoice.
  • Partly will fully credit parts marked as returned up to 4 weeks after the delivery date.
    • If you have any issues or cases that sit outside of this please email billing@partly.com
  • For instructions on marking parts as returned click here.
  • If you accidentally mark a part as returned, email billing@partly.com.
 

Billing portal

  • Partly provides a billing portal where you can view all your invoices and the corresponding details to make month-end reconciliation easier.
  • Read through the following points below to learn all the features and functionality within this portal.

2. How do I see and or download my monthly activity/Invoices?

  1. Go to app.partly.com and log in. Ensure you have Admin or Accounts permissions. If you need help setting permissions, email helpdesk@partly.com.
  2. In the left-hand sidebar, select Billing to open your billing dashboard.
  3. Under Billing Portal, select Invoices.
  4. Choose the invoice you want to view or download information about.
  5. In the Supplier Order Data section, you can:
    • Export all order details for that month’s invoice to an Excel file by clicking the `Export # Orders` button in the top-right of the section.
    • Click an Order # to view the full order details, including an overview and all items in the order.

Export invoice orders to Excel and review order line items

 

3. How can my accounts team access the billing portal information?

To provide access to the billing portal to your staff, head to settings > Members & Groups > invite the staff member to join the "Accounts" group.
Invite a new member to a billing group (1)

 

4. Marking parts in an order as returned.

1. Navigate to the order you need to return parts for in the Orders page.

2. Select the parts that need to be returned by clicking the checkbox in front of the part/s.

3. Click 'Mark items as returned' in the top right-hand corner.

4. Select the correct return reason and add a note to help with the validation process. Then you can click 'Mark as returned'.
Note: You cannot undo this action.

5. Now you can see the parts marked as returned and our team will work to validate the credit.
Partly-1

 

5. Verifying Partly's Bank Account

If you require documentation to verify our bank account, please click the link below to download our Confirmation of Partly Group Limited Bank Account Details.

Bank Account Confirmation PDF link

 

6. Billing Support and Help

Our team are here to help! If you have any issues regarding billing or invoicing flick us an email at billing@partly.com

For any other enquires reach out to helpdesk@partly.com and our team will be happy to help you. 


Many thanks!
The team at Partly