How to add accounts to a School Subscription
Please note that this feature is only available to Administrator accounts in Planbook.
To add accounts to an existing school subscription:
- Click the User Setting icon in top-right menu.
- Select the Account option.
- Select the Billing option in menu bar.
- Click the Add Accounts button.
- Enter Number of Accounts, Expiration Date, and Purchase Order number (if applicable).
- Select the preferred billing method:
- Send Invoice will email you an invoice, which can then be forwarded to your Accounts Payable team.
- Pay Now will allow you to immediately enter your payment information.