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Settings, payments, and billing

Whether you’ve just kicked off your business or you’re scaling up, streamline all your Fiverr projects, teamwork, and finances into one productive workspace using Fiverr Pro. 

 

Administration

On the Administration tab from the profile drop-down menu, the Admin has access to their Admin panel where they can see the following options: ‘Billing and payments’, ‘Policies’, ‘Account members’, and ‘Business details. 


They also have the option to: 

  • Add Account name
  • Close the Fiverr Pro account

By clicking on ‘Business details’, the Admin can:

  • Add a Business logo (public)
  • Add a Business name (public)
  • Write ‘About their business
  • Provide details about their organization type, Business stage, number of employees, business industry, and business website.

Administrators can change this information at any time. Billing managers have access to invoicing (Billing History and Billing info tab) and to the Payment methods tab from their Profile drop-down menu > Billing and payments.

Learn more about the Admin role with Admins: Member account management.
Learn more about Member roles with Account Members.

 

Add Billing information

For Admins, to access your Billing information:

  1. Click on your profile picture > Administration>  Billing and payments > Billing information.
  2. Scroll to the bottom and complete the details required.

 

For Billing managers, to access your Billing information:

  1. Log in, click on your profile picture > Billing and payments > Billing information.
  2. Scroll to the bottom and complete the details required.

Billing information from your check-out page 

1. Admins and billing managers have the option to add/edit the current billing information of the account from the checkout page itself. 

2. Members of an account that does not have billing information filled out will be prompted to send a request to the admin during the checkout process to have them complete the billing information section before the payment.

 

Billing page

Administrators can access their Billing information, including their billing history, information, and payment methods from the drop-down menu under their profile picture. On the Billing page, admins have access to the financial part of the account with billing information, billing history, and payment methods:

  

Billing history tab
 In the Billing History tab you have the following options:
View the history of their billing
Options to sort by date, transaction, service, account member, currency, invoice, receipt, or order number.
Download a PDF or Doc report of all or selected invoices


In the Billing information tab, you have the option to:
Under billing information, admins and billing managers will be able to update the necessary billing details (name, Business name, address, VAT number) for their invoices.

 

Add a Payment method

Payment methods tab

For Admins, to access your Payment methods tab:

  1. Click on your profile picture > Administration>  Billing and payments > Payment method.
  2. Scroll to the bottom and complete the details required.

 

For Billing managers, to access your Payment method tab:

  1. Log in, click on your profile picture > Billing and payments > Payment method.
  2. Scroll to the bottom and complete the details required.

Note: If no card is associated with the Pro account when a member tries to pay, the administrator will receive a notification that they are required to add a payment method. After they add the payment method, the member will receive another notification directing them to the checkout page so they can make the payment.

 

 

Adding funds to your Account Balance


Add a deposit

For Admins, to add a deposit:

  1. Log in, click on your profile picture > Administrator>  Billing and payments> Payment methods.
  2. The administrator or billing manager can add deposits to their account balance by clicking on the + Deposit funds button.

For Billing managers, to add a deposit:

  1. Log in, click on your profile picture > Billing and payments> Payment methods.
  2. The administrator or billing manager can add deposits to their account balance by clicking on the + Deposit funds button.

Note: The minimum is $1000 USD or the equivalent in non-USD currency.

 

Add a Credit Card

For Admins to add a credit card: 

  1. Log in > click on your profile picture > Administrations >  Billing and payments > Payment methods.
  2. If previously defined, your saved credit card will be displayed. If not, click Add a Payment method, and enter your credit card details.
  3. A window will pop up where you can select credit/debit card and enter the credit card details.

 

For Billing managers, to add a credit card: 

  1. Log in > click on your profile picture > Billing and payments > Payment methods.
  2. If previously defined, your saved credit card will be displayed. If not, click Add a Payment method, and enter your credit card details.
  3. A window will pop up where you can select credit/debit card and enter the credit card details.

 

The Administrator has the option to add a credit card and set the default payment on the checkout page by choosing the credit card and debit card option under Payment options.

Administrators can save their PayPal from the checkout page or from the Billing and payments > Payment methods page.

1. Click on + Add a new payment method.

2. A window will appear, prompting you to select a payment method. Choose 'PayPal' from the list.

3. After selecting 'PayPal', you will be asked to provide your account details. If your PayPal account is not yet linked to a credit card, you'll be guided to connect one during this process.

4. Upon completion, a new window will open, enabling you to save this and any additional payment methods for future transactions.

 

Note: Once a payment method is added by an administrator or billing manager, all members can use it.

 

Removing a Payment method

Removing a saved Payment Method
Administrators and Billing managers can manage saved payment methods by clicking on the three dots next to each method. From the menu, they can set a payment method as the default payment or remove it. This applies to all payment methods.

 

Purchase policy

Admins can create invite policies for all member roles who want to invite other members to the account.
Learn more with Fiverr Pro Admins: Member account management.

When it comes to managing the finances, Admins can create a monthly limit policy to set a budget for the account’s purchases, or a purchase approval policy to manage the approval of purchases placed by the account.

Admins can create one purchase policy for each role.
The policy will come into effect immediately after the Admin has added it. If a member can’t purchase an order due to the policy’s restrictions, they will need to send a new request.

 

To add a purchase approval policy

1. Log in > Click on your profile picture > Administration > Policies > Add Policy.

  
2. Select the settings for the Purchase approval:
  • Who it applies to
    Billing manager or member
  • The order amount that requires Admin approval
  • Additional message (optional)

3. Click Create Policy.		  

 

Purchase request and policies management

Once the Admin has created the policy, they can view each member’s purchase requests and request history.

Members

Admins
If a member attempts to make a purchase that requires approval:
A pop-up window will appear, explaining to them that they’ll need to submit a request for approval of that order, and that they will not be able to place the purchase.

 

1. When a member makes a purchase, Admins will receive a notification to approve or deny the request.

2. Admins will then be notified that the purchase requires approval, and will be taken to the check-out page to review and complete the payment.

 

FAQs

1. What am I charged for, and when am I charged?
You are only charged when you or one of your members places an order. No other charges are made when creating your Fiverr Pro account.

2. How do I keep activities between my Fiverr Pro account and my personal account separate?
Once your account becomes a Fiverr Pro account, you will no longer be able to place personal orders.  To place personal orders, you would need to create a separate Fiverr account. However, if you merge your personal and Pro account, and you have pre-existing orders, you will see them under the Orders menu under your profile picture or Orders from your top dashboard.

Please note: Members will be able to see high-level details on orders made with the Fiverr Pro account. Only you will have access to your personal order details

3. Who can use the card I added?
Only the members you choose to invite to your account can use the payment card saved.

4. Can I set a limit for the amount spent by my Pro members?
Yes, you may set a monthly spending limit. When this limit is reached, your Pro members will be asked to reach out to you regarding the shared payment method.

You can also set up a Purchasing policy, which requires Pro members to request authorization for all orders placed with the shared payment method, or request authorization for orders above a certain amount.
This is dependent on how you determine your settings in this section.

5. Who can see my billing information?
The billing information is visible only to the administrator and Billing Manager. The billing information will be used to create invoices on orders made with the Pro saved payment method and will be sent to the admin's registered email address.

6. Can I use alternative payment methods for my Pro account (other than a credit card)?
Yes, you can add funds to your account (as described above). Please keep in mind that PayPal is available for purchases, but isn't supported for deposits.

7. How long does it take for my funds to appear in my account?
Usually, 3-5 business days, and is largely dependent on your bank. Fiverr Pro will deposit the account as soon as the funds are received.

8. How can my account use the saved payment card?
During the process of placing an order, members will reach the payment page and will be able to pay with the default payment method.


9. How can I receive invoices for my Fiverr Pro account?
An invoice is sent to the Admin's email address for every order purchased with the business's saved payment card. If you would like to get invoices with your business billing information, complete the details required under the Billing information tab. If you are not the Admin or billing manager of the account, please contact them to have them update the billing information

 

10. Why was my account balance used and not my other method of payment?

Account balance with funds to cover the amount of the purchase will always be used first before allowing a different method of payment.

 

 

 

 

 

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