diff --git a/doc/administration/gitlab_duo_self_hosted/_index.md b/doc/administration/gitlab_duo_self_hosted/_index.md index 0ca91ceace038c92940f63322d9c5f7b4339e096..0cf72ac95b63eb3106713b526558c0289a0ae681 100644 --- a/doc/administration/gitlab_duo_self_hosted/_index.md +++ b/doc/administration/gitlab_duo_self_hosted/_index.md @@ -145,7 +145,7 @@ While this configuration is fully self-hosted and you can use models like Mistra If you have an offline environment with physical barriers or security policies that prevent or limit internet access, and comprehensive LLM controls, you can use GitLab Duo Self-Hosted. -For licensing, you must have a GitLab Premium or Ultimate subscription, and [GitLab Duo Enterprise](https://about.gitlab.com/solutions/gitlab-duo-pro/sales/?type=free-trial). Offline Enterprise licenses are available for those customers with fully isolated offline environments. To get access to your purchased subscription, request a license through the [Customers Portal](../../subscriptions/customers_portal.md). +For licensing, you must have a GitLab Premium or Ultimate subscription, and [GitLab Duo Enterprise](https://about.gitlab.com/solutions/gitlab-duo-pro/sales/?type=free-trial). Offline Enterprise licenses are available for those customers with fully isolated offline environments. To get access to your purchased subscription, request a license through the [Customers Portal](../../subscriptions/manage_billing_account_settings.md). For more information, see: @@ -168,7 +168,7 @@ integrates with external vendor LLM providers, including: These LLMs communicate through the GitLab Cloud Connector, offering a ready-to-use AI solution without the need for on-premise infrastructure. -For licensing, you must have a GitLab Premium or Ultimate subscription, and [GitLab Duo Enterprise](https://about.gitlab.com/solutions/gitlab-duo-pro/sales/?type=free-trial). To get access to your purchased subscription, request a license through the [Customers Portal](../../subscriptions/customers_portal.md) +For licensing, you must have a GitLab Premium or Ultimate subscription, and [GitLab Duo Enterprise](https://about.gitlab.com/solutions/gitlab-duo-pro/sales/?type=free-trial). To get access to your purchased subscription, request a license through the [Customers Portal](../../subscriptions/manage_billing_account_settings.md) For more information, see the [GitLab.com AI gateway configuration diagram](configuration_types.md#gitlabcom-ai-gateway). diff --git a/doc/subscriptions/_index.md b/doc/subscriptions/_index.md index ac80eb0ba353c915303bf704453dd099933fbaed..e249559179acf9eb2c3483a05d060a48c2a8f4ce 100644 --- a/doc/subscriptions/_index.md +++ b/doc/subscriptions/_index.md @@ -18,7 +18,7 @@ Choose and manage the subscription that's right for you and your organization. - [GitLab Dedicated](gitlab_dedicated/_index.md) - [GitLab Duo add-ons](subscription-add-ons.md) - [Community programs](community_programs.md) -- [The Customers Portal](customers_portal.md) +- [Manage billing account settings](manage_billing_account_settings.md) - [Quarterly reconciliation and annual true-ups](quarterly_reconciliation.md) {{< /cards >}} diff --git a/doc/subscriptions/customers_portal.md b/doc/subscriptions/customers_portal.md index 5083c1b322ce636f27dea5b030c596da2d9d0b70..1cd66ca7f78e8f0664a561617b562d239efce7ee 100644 --- a/doc/subscriptions/customers_portal.md +++ b/doc/subscriptions/customers_portal.md @@ -1,294 +1,13 @@ --- -stage: Fulfillment -group: Subscription Management -info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://handbook.gitlab.com/handbook/product/ux/technical-writing/#assignments -description: Customers Portal is a comprehensive self-service hub for purchasing and managing GitLab subscriptions and billing. -title: The Customers Portal +redirect_to: 'manage_billing_account_settings.md' +remove_date: '2025-10-21' --- -The Customers Portal is your comprehensive self-service hub for managing GitLab subscriptions and billing. You can purchase GitLab products, manage your subscriptions throughout the entire subscription lifecycle, view and pay invoices, and access your billing details and contact information. + -See the following pages for specific instructions on managing your subscription: +This document was moved to [another location](manage_billing_account_settings.md). -- [GitLab SaaS subscription](gitlab_com/_index.md) -- [GitLab Self-Managed subscription](self_managed/_index.md) -- [Manage subscription](manage_subscription.md) - -If you made your purchase through an authorized reseller, you must contact them directly to make changes to your subscription. -For more information, see [Customers that purchased through a reseller](#customers-that-purchased-through-a-reseller). - -## Sign in to Customers Portal - -You can sign in to Customers Portal either with your GitLab.com account or a one-time sign-in link sent to your email (if you have not yet [linked your Customers Portal account to your GitLab.com account](#link-a-gitlabcom-account)). - -{{< alert type="note" >}} - -If you registered for Customers Portal with your GitLab.com account, sign in with this account. - -{{< /alert >}} - -To sign in to Customers Portal using your GitLab.com account: - -1. Go to [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. Select **Continue with GitLab.com account**. - -To sign in to Customers Portal with your email and to receive a one-time sign-in link: - -1. Go to [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. Select **Sign in with your email**. -1. Provide the **Email** for your Customers Portal profile. You will receive an email with a one-time sign-in link. -1. In the email you received, select **Sign in**. - -{{< alert type="note" >}} - -The one-time sign-in link expires in 24 hours and can only be used once. - -{{< /alert >}} - -## Confirm Customers Portal email address - -The first time you sign in to the Customers Portal with a one-time sign-in link, -you must confirm your email address to maintain access to the Customers Portal. If you sign in -to the Customers Portal through GitLab.com, you don't need to confirm your email address. - -You must also confirm any updates to the profile email address. You will receive -an automatic email with instructions about how to confirm, which you can [resend](https://customers.gitlab.com/customers/confirmation/new) -if required. - -## Change profile owner information - -The profile owner's email address is used for the [Customers Portal legacy sign-in](#sign-in-to-customers-portal). -If the profile owner is also a [billing account manager](#subscription-and-billing-contacts), -their personal details are used on invoices, and for license and subscription-related emails. - -To change profile details, including name and email address: - -1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. Select **My profile > Profile settings**. -1. Edit **Your personal details**. -1. Select **Save changes**. - -You can also [transfer ownership of the Customers Portal profile and billing account](https://support.gitlab.com/hc/en-us/articles/17767356437148-How-to-transfer-subscription-ownership) to another person. - -## Change your company details - -To change your company details, including company name and tax ID: - -1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. Select **Billing account settings**. -1. Scroll down to the **Company information** section. -1. Edit the company details. -1. Select **Save changes**. - -## Subscription and billing contacts - -### Change your subscription contact - -The subscription contact is the primary contact for your billing account. They receive subscription event notifications and information about applying subscription. - -To change the subscription contact: - -1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. On the left sidebar, select **Billing account settings**. -1. Scroll to the **Company information** section, then to **Subscription contact**. -1. To select a different subscription contact, select from the **Billing account manager** dropdown list. -1. Edit the contact details. -1. Select **Save changes**. - -### Add a billing account manager - -Billing account managers can view and edit subscriptions, payment methods, and account settings, as well as pay and download invoices. - -To add another billing account manager for your account: - -1. Ensure an account exists in the [Customers Portal](https://customers.gitlab.com/customers/sign_in) for the user you want to add. -1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. On the left sidebar, select **Billing account settings**. -1. Scroll to the **Billing account managers** section. -1. Select **Invite billing account manager**. -1. Enter the email address of the user you want to add. -1. Select **Invite**. - -The invited user receives an email with an invitation to the Customers Portal. -The invitation is valid for seven days. -If the user does not accept the invitation before it expires, you can send them a new invitation. -You can have maximum 15 pending invitations at a time. - -### Remove a billing account manager - -You can remove billing account managers from your account at any time. -After you remove a billing account manager, they no longer have access to view or edit your billing account information. - -To remove a billing account manager: - -1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. On the left sidebar, select **Billing account settings**. -1. Scroll to the **Billing account managers** section. -1. In the list, next to the billing account manager you want to remove, select **Remove**. -1. In the confirmation dialog, select **Remove** to confirm the action. - -### Revoke a billing account manager invitation - -You can revoke invitations that have not yet been accepted. -Users that have been invited but have not yet accepted the invitation display the name **Awaiting user registration**. - -To revoke an invitation: - -1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. On the left sidebar, select **Billing account settings**. -1. Scroll to the **Billing account managers** section. -1. In the list, next to the invited user with the **Awaiting user registration** name, select **Remove**. -1. In the confirmation dialog, select **Remove** to revoke the invitation. - -### Change your billing contact - -The billing contact receives all invoices and subscription event notifications. - -To change the billing contact: - -1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. On the left sidebar, select **Billing account settings**. -1. Scroll to the **Company information** section, then to **Billing contact**. - - - To change your billing contact to your subscription contact: - - 1. Select **Billing contact is the same as subscription contact**. - 1. Select **Save changes**. - - - To change your billing contact to a different billing account manager: - - 1. Clear the **Billing contact is the same as subscription contact** checkbox. - 1. Select a different billing account manager from the **User** dropdown list. - 1. Edit the contact details. - 1. Select **Save changes**. - - - To change your billing contact to a custom contact: - - 1. Clear the **Billing contact is the same as subscription contact** checkbox. - 1. Select **Enter a custom contact** from the **User** dropdown list. - 1. Enter the contact details. - 1. Select **Save changes**. - -### Troubleshooting your billing or subscription contact's name - -If the billing account manager's email is linked to contacts with different first or last names, you will be prompted to update the name. - -If you are the billing account manager, follow the instructions to [update your personal profile](#change-profile-owner-information). - -If you are not the billing account manager, notify them to update their personal profile. - -### Troubleshooting your subscription contact - -If the subscription contact is no longer a billing account manager, you will be prompted to select a new contact. Follow the instructions to [change your subscription contact](#change-your-subscription-contact). - -## Change your payment method - -Purchases in the Customers Portal require a credit card on record as a payment method. You can add -multiple credit cards to your account, so that purchases for different products are charged to the -correct card. - -If you would like to use an alternative method to pay, -[contact our Sales team](https://customers.gitlab.com/contact_us). - -To change your payment method: - -1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. On the left sidebar, select **Billing account settings**. -1. **Edit** an existing payment method's information or **Add new payment method**. -1. Select **Save Changes**. - -### Set a default payment method - -Automatic renewal of a subscription is charged to your default payment method. To mark a payment -method as the default: - -1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. On the left sidebar, select **Billing account settings**. -1. **Edit** the selected payment method and check the **Make default payment method** checkbox. -1. Select **Save Changes**. - -### Delete a default payment method - -You cannot delete your default payment method directly through the Customers Portal. To delete a default payment method, [contact our Billing team](https://customers.gitlab.com/contact_us) for assistance. - -## Pay for an invoice - -You can pay for your invoices in the Customers Portal with a credit card. - -To pay for an invoice: - -1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. On the left sidebar, select **Invoices**. -1. On the invoice you want to pay for, select **Pay for invoice**. -1. Complete the payment form. - -If you would like to use an alternative payment method, -[contact our Billing team](https://customers.gitlab.com/contact_us#contact-billing-team). - -## Link a GitLab.com account - -Follow this guideline if you have a legacy Customers Portal profile to sign in. - -To link a GitLab.com account to your Customers Portal profile: - -1. Trigger a one-time sign-in link to your email from the [Customers Portal](https://customers.gitlab.com/customers/sign_in?legacy=true). -1. Locate the email and click on the one-time sign-in link to sign in to your Customers Portal account. -1. Select **My profile > Profile settings**. -1. Under **Your GitLab.com account**, select **Link account**. -1. Sign in to the [GitLab.com](https://gitlab.com/users/sign_in) account you want to link to the Customers Portal profile. - -## Change the linked account - -If you want to link your Customers Portal account to a different GitLab.com account, -you must use your GitLab.com account to register for a new Customers Portal profile. - -If you want to change subscription contacts, you can instead do either of the following: - -- [Change the billing contact](#change-your-billing-contact). -- [Change the subscription contact](#change-your-subscription-contact). - -If you have a legacy Customers Portal profile that is not linked to a GitLab.com account, you may still [sign in](https://customers.gitlab.com/customers/sign_in?legacy=true) using a one-time sign-in link sent to your email. However, you should [create](https://gitlab.com/users/sign_up) and [link a GitLab.com account](#change-the-linked-account) to ensure continued access to the Customers Portal. - -To change the GitLab.com account linked to your Customers Portal profile: - -1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). -1. In a separate browser tab, go to [GitLab.com](https://gitlab.com/users/sign_in) and ensure you are not logged in. -1. On the Customers Portal page, select **My profile > Profile settings**. -1. Under **Your GitLab.com account**, select **Change linked account**. -1. Sign in to the [GitLab.com](https://gitlab.com/users/sign_in) account you want to link to the Customers Portal profile. - -## Tax ID for non-US customers - -A Tax ID is a unique number assigned by tax authorities to businesses registered for Value Added Tax (VAT), Goods and Services Tax (GST), or similar indirect taxes. - -Providing a valid Tax ID may reduce your tax burden by allowing us to apply reverse charge mechanisms instead of charging VAT/GST on your invoices. Without a valid Tax ID, we charge applicable VAT/GST rates based on your location. - -If your business isn't registered for indirect taxes (due to size thresholds or other reasons), we apply the standard VAT/GST rate according to local regulations. - -For detailed Tax ID formats by country and additional information, see our [complete Tax ID reference guide](https://handbook.gitlab.com/handbook/finance/tax/#frequently-asked-questions---tax-id-for-non-us-customers). - -## Customers that purchased through a reseller - -If you purchased a subscription through an authorized reseller (including GCP and AWS marketplaces), you have access to the Customers Portal to: - -- View your subscription. -- Associate your subscription with the relevant group (GitLab.com) or download the license (GitLab Self-Managed). -- Manage contact information. - -Other changes and requests must be done through the reseller, including: - -- Changes to the subscription. -- Purchase of additional seats, Storage, or Compute. -- Requests for invoices, because those are issued by the reseller, not GitLab. - -Resellers do not have access to the Customers Portal, or their customers' accounts. - -After your subscription order is processed, you will receive several emails: - -- A "Welcome to the Customers Portal" email, including instructions on how to sign in. -- A purchase confirmation email with instructions on how to provision access. - -## Get support - -If you encounter issues or have questions about your GitLab subscription, visit the [Contact us](https://customers.gitlab.com/contact_us) page. -This page lists resources, services, and contact options of the sales, billing, and support teams, ensuring quick access to the right help. + + + + diff --git a/doc/subscriptions/gitlab_com/gitlab_subscription_troubleshooting.md b/doc/subscriptions/gitlab_com/gitlab_subscription_troubleshooting.md index a4566477fea10a671941dd442663b80ff46f373e..bcaba9c65889261abc7ecc9fa6d57364c7fa6b30 100644 --- a/doc/subscriptions/gitlab_com/gitlab_subscription_troubleshooting.md +++ b/doc/subscriptions/gitlab_com/gitlab_subscription_troubleshooting.md @@ -75,7 +75,7 @@ you might get the error `Subscription not allowed to add...`. This issue occurs when you have an active subscription that: -- Was [purchased through a reseller](../customers_portal.md#customers-that-purchased-through-a-reseller). +- Was [purchased through a reseller](../manage_billing_account_settings.md#customers-that-purchased-through-a-reseller). - Is a multi-year subscription. To resolve this issue, contact your [GitLab sales representative](https://customers.gitlab.com/contact_us) to assist you with the purchase. diff --git a/doc/subscriptions/gitlab_duo_trials.md b/doc/subscriptions/gitlab_duo_trials.md index fad8066c06469027ea329dc7283bccf906e2d326..a3459232c4e7a02808003236498fec7548ced01b 100644 --- a/doc/subscriptions/gitlab_duo_trials.md +++ b/doc/subscriptions/gitlab_duo_trials.md @@ -62,7 +62,7 @@ To start a GitLab Duo Pro trial on GitLab Self-Managed or GitLab Dedicated: 1. At the top of the page, the subscription name appears in a badge. ![Subscription name](img/subscription_name_v17_0.png) - - Ensure the email address you submit for trial registration matches the email address of the [subscription contact](customers_portal.md#change-your-subscription-contact). + - Ensure the email address you submit for trial registration matches the email address of the [subscription contact](manage_billing_account_settings.md#change-your-subscription-contact). 1. Select **Submit**. The trial automatically synchronizes to your instance within 24 hours. After the trial has synchronized, [assign seats](subscription-add-ons.md#assign-gitlab-duo-seats) to users that you want to access GitLab Duo. @@ -117,7 +117,7 @@ To start a GitLab Duo Enterprise trial on GitLab Self-Managed or GitLab Dedicate 1. At the top of the page, the subscription name appears in a badge. ![Subscription name](img/subscription_name_v17_0.png) - - Ensure the email address you submit for trial registration matches the email address of the [subscription contact](customers_portal.md#change-your-subscription-contact). + - Ensure the email address you submit for trial registration matches the email address of the [subscription contact](manage_billing_account_settings.md#change-your-subscription-contact). 1. Select **Submit**. The trial automatically synchronizes to your instance within 24 hours. After the trial has synchronized, [assign seats](subscription-add-ons.md#assign-gitlab-duo-seats) to users that you want to access GitLab Duo. diff --git a/doc/subscriptions/manage_billing_account_settings.md b/doc/subscriptions/manage_billing_account_settings.md new file mode 100644 index 0000000000000000000000000000000000000000..de9d5ba89f578d8f71094fc85c1f0ff2ea762d0b --- /dev/null +++ b/doc/subscriptions/manage_billing_account_settings.md @@ -0,0 +1,294 @@ +--- +stage: Fulfillment +group: Subscription Management +info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://handbook.gitlab.com/handbook/product/ux/technical-writing/#assignments +description: Customers Portal is a comprehensive self-service hub for purchasing and managing GitLab subscriptions and billing. +title: Manage billing account settings +--- + +The Customers Portal is your comprehensive self-service hub for managing GitLab subscriptions and billing. You can purchase GitLab products, manage your subscriptions throughout the entire subscription lifecycle, view and pay invoices, and access your billing details and contact information. + +See the following pages for specific instructions on managing your subscription: + +- [GitLab SaaS subscription](gitlab_com/_index.md) +- [GitLab Self-Managed subscription](self_managed/_index.md) +- [Manage subscription](manage_subscription.md) + +If you made your purchase through an authorized reseller, you must contact them directly to make changes to your subscription. +For more information, see [Customers that purchased through a reseller](#customers-that-purchased-through-a-reseller). + +## Sign in to Customers Portal + +You can sign in to Customers Portal either with your GitLab.com account or a one-time sign-in link sent to your email (if you have not yet [linked your Customers Portal account to your GitLab.com account](#link-a-gitlabcom-account)). + +{{< alert type="note" >}} + +If you registered for Customers Portal with your GitLab.com account, sign in with this account. + +{{< /alert >}} + +To sign in to Customers Portal using your GitLab.com account: + +1. Go to [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Select **Continue with GitLab.com account**. + +To sign in to Customers Portal with your email and to receive a one-time sign-in link: + +1. Go to [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Select **Sign in with your email**. +1. Provide the **Email** for your Customers Portal profile. You will receive an email with a one-time sign-in link. +1. In the email you received, select **Sign in**. + +{{< alert type="note" >}} + +The one-time sign-in link expires in 24 hours and can only be used once. + +{{< /alert >}} + +## Confirm Customers Portal email address + +The first time you sign in to the Customers Portal with a one-time sign-in link, +you must confirm your email address to maintain access to the Customers Portal. If you sign in +to the Customers Portal through GitLab.com, you don't need to confirm your email address. + +You must also confirm any updates to the profile email address. You will receive +an automatic email with instructions about how to confirm, which you can [resend](https://customers.gitlab.com/customers/confirmation/new) +if required. + +## Change profile owner information + +The profile owner's email address is used for the [Customers Portal legacy sign-in](#sign-in-to-customers-portal). +If the profile owner is also a [billing account manager](#subscription-and-billing-contacts), +their personal details are used on invoices, and for license and subscription-related emails. + +To change profile details, including name and email address: + +1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Select **My profile > Profile settings**. +1. Edit **Your personal details**. +1. Select **Save changes**. + +You can also [transfer ownership of the Customers Portal profile and billing account](https://support.gitlab.com/hc/en-us/articles/17767356437148-How-to-transfer-subscription-ownership) to another person. + +## Change your company details + +To change your company details, including company name and tax ID: + +1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. Select **Billing account settings**. +1. Scroll down to the **Company information** section. +1. Edit the company details. +1. Select **Save changes**. + +## Subscription and billing contacts + +### Change your subscription contact + +The subscription contact is the primary contact for your billing account. They receive subscription event notifications and information about applying subscription. + +To change the subscription contact: + +1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. On the left sidebar, select **Billing account settings**. +1. Scroll to the **Company information** section, then to **Subscription contact**. +1. To select a different subscription contact, select from the **Billing account manager** dropdown list. +1. Edit the contact details. +1. Select **Save changes**. + +### Add a billing account manager + +Billing account managers can view and edit subscriptions, payment methods, and account settings, as well as pay and download invoices. + +To add another billing account manager for your account: + +1. Ensure an account exists in the [Customers Portal](https://customers.gitlab.com/customers/sign_in) for the user you want to add. +1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. On the left sidebar, select **Billing account settings**. +1. Scroll to the **Billing account managers** section. +1. Select **Invite billing account manager**. +1. Enter the email address of the user you want to add. +1. Select **Invite**. + +The invited user receives an email with an invitation to the Customers Portal. +The invitation is valid for seven days. +If the user does not accept the invitation before it expires, you can send them a new invitation. +You can have maximum 15 pending invitations at a time. + +### Remove a billing account manager + +You can remove billing account managers from your account at any time. +After you remove a billing account manager, they no longer have access to view or edit your billing account information. + +To remove a billing account manager: + +1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. On the left sidebar, select **Billing account settings**. +1. Scroll to the **Billing account managers** section. +1. In the list, next to the billing account manager you want to remove, select **Remove**. +1. In the confirmation dialog, select **Remove** to confirm the action. + +### Revoke a billing account manager invitation + +You can revoke invitations that have not yet been accepted. +Users that have been invited but have not yet accepted the invitation display the name **Awaiting user registration**. + +To revoke an invitation: + +1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. On the left sidebar, select **Billing account settings**. +1. Scroll to the **Billing account managers** section. +1. In the list, next to the invited user with the **Awaiting user registration** name, select **Remove**. +1. In the confirmation dialog, select **Remove** to revoke the invitation. + +### Change your billing contact + +The billing contact receives all invoices and subscription event notifications. + +To change the billing contact: + +1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. On the left sidebar, select **Billing account settings**. +1. Scroll to the **Company information** section, then to **Billing contact**. + + - To change your billing contact to your subscription contact: + + 1. Select **Billing contact is the same as subscription contact**. + 1. Select **Save changes**. + + - To change your billing contact to a different billing account manager: + + 1. Clear the **Billing contact is the same as subscription contact** checkbox. + 1. Select a different billing account manager from the **User** dropdown list. + 1. Edit the contact details. + 1. Select **Save changes**. + + - To change your billing contact to a custom contact: + + 1. Clear the **Billing contact is the same as subscription contact** checkbox. + 1. Select **Enter a custom contact** from the **User** dropdown list. + 1. Enter the contact details. + 1. Select **Save changes**. + +### Troubleshooting your billing or subscription contact's name + +If the billing account manager's email is linked to contacts with different first or last names, you will be prompted to update the name. + +If you are the billing account manager, follow the instructions to [update your personal profile](#change-profile-owner-information). + +If you are not the billing account manager, notify them to update their personal profile. + +### Troubleshooting your subscription contact + +If the subscription contact is no longer a billing account manager, you will be prompted to select a new contact. Follow the instructions to [change your subscription contact](#change-your-subscription-contact). + +## Change your payment method + +Purchases in the Customers Portal require a credit card on record as a payment method. You can add +multiple credit cards to your account, so that purchases for different products are charged to the +correct card. + +If you would like to use an alternative method to pay, +[contact our Sales team](https://customers.gitlab.com/contact_us). + +To change your payment method: + +1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. On the left sidebar, select **Billing account settings**. +1. **Edit** an existing payment method's information or **Add new payment method**. +1. Select **Save Changes**. + +### Set a default payment method + +Automatic renewal of a subscription is charged to your default payment method. To mark a payment +method as the default: + +1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. On the left sidebar, select **Billing account settings**. +1. **Edit** the selected payment method and check the **Make default payment method** checkbox. +1. Select **Save Changes**. + +### Delete a default payment method + +You cannot delete your default payment method directly through the Customers Portal. To delete a default payment method, [contact our Billing team](https://customers.gitlab.com/contact_us) for assistance. + +## Pay for an invoice + +You can pay for your invoices in the Customers Portal with a credit card. + +To pay for an invoice: + +1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. On the left sidebar, select **Invoices**. +1. On the invoice you want to pay for, select **Pay for invoice**. +1. Complete the payment form. + +If you would like to use an alternative payment method, +[contact our Billing team](https://customers.gitlab.com/contact_us#contact-billing-team). + +## Link a GitLab.com account + +Follow this guideline if you have a legacy Customers Portal profile to sign in. + +To link a GitLab.com account to your Customers Portal profile: + +1. Trigger a one-time sign-in link to your email from the [Customers Portal](https://customers.gitlab.com/customers/sign_in?legacy=true). +1. Locate the email and click on the one-time sign-in link to sign in to your Customers Portal account. +1. Select **My profile > Profile settings**. +1. Under **Your GitLab.com account**, select **Link account**. +1. Sign in to the [GitLab.com](https://gitlab.com/users/sign_in) account you want to link to the Customers Portal profile. + +## Change the linked account + +If you want to link your Customers Portal account to a different GitLab.com account, +you must use your GitLab.com account to register for a new Customers Portal profile. + +If you want to change subscription contacts, you can instead do either of the following: + +- [Change the billing contact](#change-your-billing-contact). +- [Change the subscription contact](#change-your-subscription-contact). + +If you have a legacy Customers Portal profile that is not linked to a GitLab.com account, you may still [sign in](https://customers.gitlab.com/customers/sign_in?legacy=true) using a one-time sign-in link sent to your email. However, you should [create](https://gitlab.com/users/sign_up) and [link a GitLab.com account](#change-the-linked-account) to ensure continued access to the Customers Portal. + +To change the GitLab.com account linked to your Customers Portal profile: + +1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in). +1. In a separate browser tab, go to [GitLab.com](https://gitlab.com/users/sign_in) and ensure you are not logged in. +1. On the Customers Portal page, select **My profile > Profile settings**. +1. Under **Your GitLab.com account**, select **Change linked account**. +1. Sign in to the [GitLab.com](https://gitlab.com/users/sign_in) account you want to link to the Customers Portal profile. + +## Tax ID for non-US customers + +A Tax ID is a unique number assigned by tax authorities to businesses registered for Value Added Tax (VAT), Goods and Services Tax (GST), or similar indirect taxes. + +Providing a valid Tax ID may reduce your tax burden by allowing us to apply reverse charge mechanisms instead of charging VAT/GST on your invoices. Without a valid Tax ID, we charge applicable VAT/GST rates based on your location. + +If your business isn't registered for indirect taxes (due to size thresholds or other reasons), we apply the standard VAT/GST rate according to local regulations. + +For detailed Tax ID formats by country and additional information, see our [complete Tax ID reference guide](https://handbook.gitlab.com/handbook/finance/tax/#frequently-asked-questions---tax-id-for-non-us-customers). + +## Customers that purchased through a reseller + +If you purchased a subscription through an authorized reseller (including GCP and AWS marketplaces), you have access to the Customers Portal to: + +- View your subscription. +- Associate your subscription with the relevant group (GitLab.com) or download the license (GitLab Self-Managed). +- Manage contact information. + +Other changes and requests must be done through the reseller, including: + +- Changes to the subscription. +- Purchase of additional seats, Storage, or Compute. +- Requests for invoices, because those are issued by the reseller, not GitLab. + +Resellers do not have access to the Customers Portal, or their customers' accounts. + +After your subscription order is processed, you will receive several emails: + +- A "Welcome to the Customers Portal" email, including instructions on how to sign in. +- A purchase confirmation email with instructions on how to provision access. + +## Get support + +If you encounter issues or have questions about your GitLab subscription, visit the [Contact us](https://customers.gitlab.com/contact_us) page. +This page lists resources, services, and contact options of the sales, billing, and support teams, ensuring quick access to the right help. diff --git a/doc/subscriptions/manage_subscription.md b/doc/subscriptions/manage_subscription.md index a5eef5a592df6ea285d96bc0cda8f3701dc3f890..330309df3aed4a36c86d7f8cf92161b7a475c718 100644 --- a/doc/subscriptions/manage_subscription.md +++ b/doc/subscriptions/manage_subscription.md @@ -290,7 +290,7 @@ about the renewal. An invoice is generated for your renewal. To view or download this renewal invoice, go to the [Customers Portal invoices page](https://customers.gitlab.com/invoices). -If your account has a [saved credit card](customers_portal.md#change-your-payment-method), +If your account has a [saved credit card](manage_billing_account_settings.md#change-your-payment-method), the card is charged for the invoice amount. If we are unable to process a payment or the auto-renewal fails for any other reason, @@ -450,7 +450,7 @@ Example of a license sync request: To change the group linked to a GitLab.com subscription: 1. Sign in to the [Customers Portal](https://customers.gitlab.com/customers/sign_in) with a - [linked](customers_portal.md#link-a-gitlabcom-account) GitLab.com account. + [linked](manage_billing_account_settings.md#link-a-gitlabcom-account) GitLab.com account. 1. Do one of the following: - If the subscription is not linked to a group, select **Link subscription to a group**. - If the subscription is already linked to a group, select **Subscription actions** ({{< icon name="ellipsis_v" >}}) > **Change linked group**. @@ -476,8 +476,8 @@ For a demo, see [Linking GitLab Subscription to the Namespace](https://youtu.be/ Contacts can renew a subscription, cancel a subscription, or transfer the subscription to a different namespace. -You can [change profile owner information](customers_portal.md#change-profile-owner-information) -and [add another billing account manager](customers_portal.md#add-a-billing-account-manager). +You can [change profile owner information](manage_billing_account_settings.md#change-profile-owner-information) +and [add another billing account manager](manage_billing_account_settings.md#add-a-billing-account-manager). ### Transfer restrictions diff --git a/doc/subscriptions/manage_users_and_seats.md b/doc/subscriptions/manage_users_and_seats.md index 05da8fe7c83d3b75d8922bff8ca06f015aac8864..3225b9314f2fbf41c18737263a3003702d8bc958 100644 --- a/doc/subscriptions/manage_users_and_seats.md +++ b/doc/subscriptions/manage_users_and_seats.md @@ -92,7 +92,7 @@ If [restricted access](../user/group/manage.md#turn-on-restricted-access) is: You cannot buy seats for your subscription if either: -- You purchased your subscription through an [authorized reseller](customers_portal.md#customers-that-purchased-through-a-reseller) (including GCP and AWS marketplaces). Contact the reseller to add more seats. +- You purchased your subscription through an [authorized reseller](manage_billing_account_settings.md#customers-that-purchased-through-a-reseller) (including GCP and AWS marketplaces). Contact the reseller to add more seats. - You have a multi-year subscription. Contact the [sales team](https://customers.gitlab.com/contact_us) to add more seats. To buy seats for a subscription: diff --git a/doc/subscriptions/quarterly_reconciliation.md b/doc/subscriptions/quarterly_reconciliation.md index 228fe3379006e7ca83c67b69e511ae9fd8c760b1..74bd2eed149cc270868958c00be918dffacb8bdd 100644 --- a/doc/subscriptions/quarterly_reconciliation.md +++ b/doc/subscriptions/quarterly_reconciliation.md @@ -103,7 +103,7 @@ Alternatively, you can reconcile any overages by [purchasing additional seats](m If your credit card is declined during the reconciliation process, you receive an email with the subject `Action required: Your GitLab subscription failed to reconcile`. To resolve this issue, you must: -1. [Update your payment information](customers_portal.md#change-your-payment-method). -1. [Set your chosen payment method as default](customers_portal.md#set-a-default-payment-method). +1. [Update your payment information](manage_billing_account_settings.md#change-your-payment-method). +1. [Set your chosen payment method as default](manage_billing_account_settings.md#set-a-default-payment-method). When the payment method is updated, reconciliation is retried automatically. diff --git a/doc/subscriptions/self_managed/_index.md b/doc/subscriptions/self_managed/_index.md index 70d8117a80cf33b6fb4eb59caaad13ed108f4537..ffca89e80eed1e867b53805b4e42489d48e1b117 100644 --- a/doc/subscriptions/self_managed/_index.md +++ b/doc/subscriptions/self_managed/_index.md @@ -225,9 +225,9 @@ For more information, see the documentation on: Contacts can manage subscriptions and billing account settings. For information about how to transfer ownership of the Customers Portal account to another person, see -[Change profile owner information](../customers_portal.md#change-profile-owner-information). +[Change profile owner information](../manage_billing_account_settings.md#change-profile-owner-information). -To add another contact for your subscription, see [Add a billing account manager](../customers_portal.md#add-a-billing-account-manager). +To add another contact for your subscription, see [Add a billing account manager](../manage_billing_account_settings.md#add-a-billing-account-manager). ## Storage diff --git a/doc/user/free_user_limit.md b/doc/user/free_user_limit.md index 1f81cf44160d546936f0ebadf5585526b898e34d..ea339b37c8b5445afac310c3233beef238692021 100644 --- a/doc/user/free_user_limit.md +++ b/doc/user/free_user_limit.md @@ -117,7 +117,7 @@ a paid subscription in the Premium or Ultimate tier, make sure that to either of the following: - The correct top-level namespace. -- Your [Customers Portal](../subscriptions/customers_portal.md) account. +- Your [Customers Portal](../subscriptions/manage_billing_account_settings.md) account. ### Impact of transferred groups on subscription costs