See how Opus bills your business, where to view and update your billing details, and how licenses and credits differ.
✅ Before you start: You need the Manage Billing permission to see the Billing page. Admins have it by default.
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 your business has purchased, either per team member or per Location.
Team member licenses: A license activates automatically when a new team member is onboarded into Opus.
Location licenses: A Location activates once you add the first team member to it. The Locations page shows how many of your Locations are active.
Your invoice shows fixed fee and usage-based charges, described in Types of Charges.
How to Access and Update Your Billing Information
You can view your billing history and manage your billing details in the dashboard.
To view billing details:
In the left nav, go to Settings > Billing.
On the Overview tab, you'll see:
Billing details: your Payment method, Billing email, and Additional emails.
Premium content credits: your Credit balance, including credits assigned but not yet spent.
On the Invoices tab, you'll see your past and upcoming invoices. Click an invoice to open it.
On the Credit ledger tab, you'll see every credit spent, with the team member, Location, Franchise, and Role.
From the Billing page, you can:
Update billing details: click Edit next to your payment method, billing email, or additional emails.
Open the Billing Portal: click Billing Portal to manage payment details and past receipts.
Buy credits: click Add next to your credit balance to buy credits for premium content, like compliance training.
💡 Track spending: Your Draft invoice is the invoice for your current billing cycle, so you can follow new charges before it's issued.
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: the invoice for your current billing cycle.
Issued: a finalized invoice that hasn't been paid yet.
Paid: an invoice that has been paid.
Past due: an invoice still unpaid after its due date.
Types of Charges
Fixed fee charges: your license purchases and any one-time setup fees.
Usage-based charges: credits and other variable costs, listed as separate line items. Licenses for new Locations or team members beyond your contract 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
Team member licenses give each team member a seat in Opus. They are transferable: when you deactivate a team member, their license becomes available for someone new at no extra cost.
Location licenses cover everyone at a Location. They are also transferable: if you delete a Location, its license becomes available for a new Location. When you add new locations that exceed your contract agreement, you'll receive a dashboard alert about additional charges.
Credits
What they're for: credits are how you pay for premium content in Opus, such as compliance training.
How to buy: you can purchase credits annually upfront or directly through the dashboard, from Settings > Billing by clicking Add next to your credit balance.
When they're spent: a credit is deducted when a team member starts a premium content assignment, not when it's assigned.
Running out: if your credit balance reaches 0, new premium content assignments that start are 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 Emails
In the left nav, go to Settings > Billing.
On the Overview tab, click Edit (or Add) next to Billing email or Additional emails.
Enter their email and save.
2. Give Them Access to Manage Billing Only
If they need the dashboard just for billing:
In the left nav, click New > Invite Users > Admin or Manager.
Select Admin, fill in their First Name, Last Name, and Email Address, then click Invite.
Go to the Users page and click their name.
Open the Permissions tab and click Override user's permissions.
Set Manage Billing to Always and every other permission to Never.
Click Save.
This gives them access to view the billing page only.
➡️ Learn more:
Billing FAQs: who can manage billing, invoice notices, and license questions.
Credits Overview: your credit balance, the Credit ledger, and buying credits.
If you have questions about your invoice, email billing@opus.so.