Please note that this feature is only available to Administrator accounts in Planbook.

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:

1. Click the User Settings icon in top-right menu.



2. Select the Account option.



3. Select the Billing option in menu bar.



4. Click the Add Accounts button.



5. Enter Number of Accounts, Expiration Date, and Purchase Order number (if applicable).



6. 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.