Table of Contents:
How You're Charged in Opus
Billing begins on the day your Opus agreement starts. Your contract outlines your billing cycle, contract length, and payment terms. It also states how many licenses (user- or location-based) your business has purchased
User-based licenses: A license activates automatically when a new team member is onboarded into Opus.
Location-based licenses: A location activates once you add the first person to it. You can view a location's activation date from the Locations page in the dashboard.
Your invoice will generally show two types of charges:
Fixed fee charges: These cover your license purchases and any one-time setup fees.
Usage-based charges: These include credits, other variable costs, and any additional licenses from new locations or people beyond your agreement.
How to Access and Update Your Billing Information
You can access your billing history and manage details directly via the dashboard.
To view billing details:
Go to the navigation bar > Settings > Billing
On the Overview tab, you'll see:
Payment Method
Billing Emails
Premium Content Credit Balance
On the Invoices tab:
A List of past and upcoming invoices
On the Credits tab:
A breakdown of past credit usage
From the Billing page in your dashboard, you can:
Update your billing emails and payment method
Access your Billing Portal for more detailed information
Purchase additional credits for accessing premium content (like compliance training) in Opus
đĄYour "Draft" invoice updates in real-time, showing usage and new charges so you can track spending throughout the billing cycle.
How to Read Your Invoice
Your monthly invoice shows your purchased licenses and any additional charges from that month, such as extra licenses or premium content credits.
Invoice statuses:
Draft: Current billing cycle invoices
Paid: Previous invoices that have been paid
Past Due: Previous invoices with outstanding payments
Types of charges you'll see:
Fixed fee charges: Your initial license purchases and any one-time setup fees
Usage-based charges: These include credits and other variable costs, listed as separate line items. When you add new locations or people beyond your contract agreement, these additional charges will also appear here
Example: "Taylor's World of Beef" signed up for Opus and purchased 150 licenses at $93.12 each, paying upfront for an annual discount. These initial charges and setup fees appear as "Fixed fee charges." Premium content credits are listed separately.
Invoice Example
What's the Difference Between Credits and Licenses?
Licenses:
User licenses provide your team with a "seat" in Opus. They are transferable between people, meaning when one person is deactivated, their license becomes available, allowing someone new to use it without any additional purchase.
Location licenses cover everyone at a specific location. These are also transferable: if you delete a location, that license becomes available to cover a new location. When you add new locations that exceed your contract agreement, you'll receive a dashboard alert about additional charges.
Credits:
Credits are how you "pay" for Premium Content in Opus, such as compliance training
You can purchase credits annually upfront or directly through the dashboard (Settings > Billing > Credits)
Credits are consumed when a team member begins a premium content training
If your credit balance reaches 0, additional premium content assignments will be charged at $10 per credit
How to Add a New Billing Contact
If you want someone on your team, like an accountant or finance lead, to receive billing emails and manage payments, follow these two steps:
1. Add their email to billing notifications
In the dashboard, go to Settings > Billing > Edit Billing Email or Additional Emails. You can add any email here to receive invoices and payment reminders.
2. Give them access to manage billing (and nothing else)
If they need access to the Opus dashboard just for billing:
Sign into the dashboard
In the menu on the left, click + New > Invite Users > Admin
Fill in their name and email, then click Invite
Admins don't need to accept the invite. Once invited in, their profile will appear in the Users page
Go to the Users page
Find their name, scroll to Permissions, and click Override user's permissions
Set Manage Billing to Always and everything else to Never
Click Save
This gives them access to view the billing page only.
For more information about billing in Opus, see our Billing FAQ article.
If you have questions about your invoice, please contact support@opus.so.