Overview

The Billing & Payments section allows administrators to configure their Evo subscription billing information, manage payment methods, apply discount codes, and review subscription details and invoice history.

This article covers:

Initial billing setup during account activation

Managing billing information after activation

Updating payment methods

Reviewing subscription details and invoices

Initial Billing Setup During Account Activation

When activating your Evo account, you will be prompted to complete your billing setup before your subscription becomes active.

Note: Your payment method is collected during setup, but your card will not be charged until the account is activated and the trial period (if applicable) has ended.

Step 1: Configure Initial License Quantities

Enter your starting license counts for each licensed product:

MFA & SSO

Technician Elevation

End User Elevation

Help Desk Verification

Minimum license quantities may apply depending on the product.

Important: License quantities can be adjusted later from the Billing & Payments page.

For RADIUS licensing:

RADIUS licensing is automatically managed based on provisioned RADIUS servers.

No starting quantity selection is required.

Step 2: Enter Billing Contact Information

Provide the required billing details:

Full Name

Billing Email

Optional fields include:

Phone Number

Address Line 1

Address Line 2

City

State/Region

Postal Code

Step 3: Apply a Coupon Code (Optional)

If provided by Evo, enter your discount or promotional code in the Coupon Code field.

Select Apply Code to validate the discount before activation.

Step 4: Add a Payment Method

Enter a valid credit or debit card.

Evo uses Stripe for secure payment processing.

Evo does not store your full card details. Payment information is securely managed by Stripe.

Step5: Activate Your Account

After completing all required fields, select Activate Account.

Your billing profile will be created and your subscription will become active according to your billing schedule.

Managing Billing After Activation

After your account has been activated, billing can be managed from:

Evo Admin → Licensing & Billing → Billing & Payments

This page allows administrators to update billing details, manage payment methods, review subscription information, and view invoice history.

Updating Billing Contact Information

Under the Billing Contact section, you can update:

Billing Contact Name

Billing Contact Email

Billing Contact Phone

Address Information

City

State/Region

Postal Code

After making changes, select Save Billing Changes.

Managing Payment Methods

Under Discount Code & Payment Method, administrators can:

Add a New Payment Method

Select Add a Card.

Enter the new card information through Stripe's secure payment form.

Save the card.

Set a Default Payment Method

If multiple cards exist on the account:

Locate the desired card.

Select Set as Default.

Future invoices and subscription charges will use the default card.

Remove Unused Cards

Administrators may remove payment methods that are no longer needed.

A valid default payment method must remain on the account for active subscriptions.

Applying Discount Codes

If Evo provides a promotional or discount code after activation:

Enter the code in the Discount Code field.

Select Apply Code.

If valid, the discount will be applied to future billing according to the promotion's terms.

Viewing Invoice History

The Invoice History section provides visibility into:

Trial Activity

Billable Invoices

Historical Invoices

Use the available filters to quickly locate billing records. Additionally, you can download invoices as a PDF from Invoice History

License Adjustments and Billing Changes

Administrators can modify license quantities at any time through:

Evo Admin → Licensing & Billing

The timing of billing changes depends on whether licenses are being added or removed.

Increasing License Counts

When additional licenses are added to an active subscription:

The new licenses become available immediately.

Evo calculates a prorated charge based on the remaining time in the current billing cycle.

A new invoice is generated automatically for the prorated amount.

The payment method on file is charged for the prorated balance.

Decreasing License Counts

When license quantities are reduced:

The reduction is scheduled for the next billing cycle.

Current licensing remains active through the remainder of the current billing period.

No credits or refunds are issued for unused time in the current cycle.

The lower license count and updated billing amount will take effect on the next renewal date.

Note: All licenses changes are immediate ( Upgrades / Downgrades ) without any charges while in trial period.