> ## Documentation Index
> Fetch the complete documentation index at: https://docs.petrasecurity.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing & Payment

> Access invoices, manage payment methods, and resolve billing portal login issues.

## Overview

Billing in Petra is managed through [Stripe](https://stripe.com). Each month you receive an invoice, and you can view invoices, manage payment methods, and update your billing information through the Stripe Billing Portal.

## Accessing Billing Settings

Go to **Settings → Usage** in the Petra dashboard. The billing section at the top of the page shows:

* Your current **billing email** — the email address associated with your Stripe account
* A **Billing Portal** button — visible to Admins and Billing-role users
* A **Download** button — for the itemized billing report

## Who Can Access Billing

| Action                | Admin | Full Member | Sales | Billing | External Guest |
| --------------------- | ----- | ----------- | ----- | ------- | -------------- |
| View billing email    | ✓     | ✓           | —     | ✓       | —              |
| Update billing email  | ✓     | —           | —     | —       | —              |
| Open Billing Portal   | ✓     | —           | —     | ✓       | —              |
| Download usage report | ✓     | ✓           | —     | ✓       | —              |

To assign the Billing role to a team member, see [Member Roles and Permissions](/settings/member-roles-and-permissions).

## Opening the Billing Portal

The Billing Portal is powered by Stripe. From it you can:

* View and download past invoices
* Add or update payment methods
* Review subscription details

To open it, click the **Billing Portal** button in **Settings → Usage**. The portal opens in a new browser tab.

### How Billing Portal Login Works

There are two flows depending on your account:

**Direct access (no login required):** Users with the Billing role, and certain accounts whitelisted by Petra, are taken directly into the portal without needing to log in.

**Magic link login:** All other users (including Admins not on the whitelist) are taken to the Stripe login page with the billing email pre-filled. Enter the email and Stripe sends a one-time login link to that address.

### Resolving Login Issues

If you cannot log in to the billing portal:

1. **Use the billing email on file.** The portal login only works with the exact email shown in **Settings → Usage** next to "Billing email." Using any other email address will not work.
2. **Check your spam folder.** Stripe sends a one-time login link to your billing email. If you don't see it within a few minutes, check spam or junk folders.
3. **Update the billing email.** If the address on file is no longer accessible, have an Admin change it in **Settings → Usage** (see below), then try logging in again.

## Updating the Billing Email

Only **Admins** can update the billing email. To change it:

1. Go to **Settings → Usage**.
2. Click the edit icon next to the billing email.
3. Enter the new email address and click **Save**.

The billing email is the address Stripe uses for invoice delivery and billing portal login.

## Downloading the Itemized Billing Report

Admins, Full Members, and Billing users can download a per-tenant breakdown of billable users and costs for any given month:

1. Go to **Settings → Usage**.
2. Select the month using the month picker.
3. Click the **Download** button near the top of the page.
4. An Excel file is saved to your computer. Each tenant has its own tab showing billable users and prorated cost.

Itemized billing data is available from January 2026 onward.

## Invoices and Payment Terms

* Invoices are issued monthly at the end of each billing period.
* Payment terms are **Net 30**.
* All invoices and payment history are available in the [Billing Portal](#opening-the-billing-portal).

## Partial Tenant Coverage

Petra does not support partial coverage of a tenant at this time. When a tenant is onboarded, all accounts are monitored, both licensed and unlicensed. Selectively monitoring or billing a subset of users within the same tenant is not supported.

### Education billing exception (.edu)

We make an exception for schools (edu billing / education billing) where students and staff share a tenant but use different email domains. If the tenant is on a **.edu** domain and students and staff can be told apart by email domain, we can bill the two groups separately.

To request this, contact support with:

* The name of the tenant
* The email domain (or list of addresses) used by students
* The email domain (or list of addresses) used by staff