How to add accounts to a School Subscription

Accounts can be added to a school subscription anytime by an administrator. Planbook will automatically generate a prorated invoice for accounts over the purchased subscription amount and will send to the billing contact listed on the account. To add accounts to an existing school subscription:
- Click the User Settings 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.