Learn how to set up and edit billing information for your account in order to be able to run analyses on the Platform. Set spending limits, view past transactions, and more.
Users can set up a personal billing account to pay for any charges they incur when running analyses or storing data on the Platform. Note that a user needs to have a valid form of billing in order to be able to run these analyses.
Access and Set Up Billing Information
Org and PO Billing
Users who use PO orders to pay for charges, and users who wish to add or change billing for an org, should contact DNAnexus Billing to provide and confirm billing account details.
To set up automatic billing for your account, users must first create a billing account on the DNAnexus Billing Portal.
Note that Billing Portal accounts are separate from DNAnexus Platform accounts. Each uses its own username and password.
Accessing Billing Information
From the Platform, click on your user icon and select Billing from the menu that appears.
Click on the arrow that appears at the bottom of each billing account details box. Then click the Set Up Billing or Manage Billing button.
If you already have a Billing Portal account, login to the portal using your billing username and password. From there, you will be able to see your billing Overview.
Users who already have a Billing Portal account will be able to directly log into the Portal.
Setting Up Your Billing Account
If you do not have a Billing Portal account, follow Steps 1-2 above, and then click the Set Up Billing button that appears when the account details box expands.
You will be taken to the DNAnexus Billing Portal's Getting Started page. Follow the instructions to update your billing information.
At the Account step, enter your billing details. The Org ID and Billing Account Name fields will be automatically populated.
Once you reach the Billing step, enter your billing details. Add a credit card to set up autopay for monthly Platform charges. Enter the email address to which invoices should be sent.
Click Set Up Billing to confirm your billing details.
Note that Research Analysis Platform (RAP) users can create more than one billing account for each RAP account.
Billing setup confirmation screen.
By setting up billing information for your account, you are designating someone as responsible to receive and pay the DNAnexus invoices that result from usage of your account. The responsible party can be you, someone in your organization's finance department, or someone else. Once you click the Confirm Billing button, an email is sent to the email address of the person you’ve designated as the new billing contact. This email requests that the recipient confirm acceptance of responsibility for receiving and paying invoices covering usage charges. Until DNAnexus receives this confirmation, billing contact information will not be updated.
Each month, users with a billing account will receive an invoice for Platform usage charges incurred during the preceding month. For users who have set up autopay using a credit card, these invoices will be paid automatically.
Research Analysis Platform Billing Subscriptions
A single user can set up additional billing accounts once they have a Billing Portal account by going through the billing account creation process again. This can be done by completing the steps outlined in the "Setting Up Your Billing Account" section and selecting the option to "Set Up Billing".
Increasing Your Spending Limit
In the Billing section of the left-side menu, click on Subscriptions (Billing Accts).
Click the name of the billing account ID.
Click the Increase Spending Limit button.
Fill out required fields and submit the limit increase request for the selected account.
The DNAnexus Finance team will review the request, and may contact you for more information. You will receive an email once your limit review request has been processed.
Updating Payment Details
In the Settings section of the left-side menu, add your updated billing details by clicking on the appropriate link for the fields you wish to change. Note that to change a payment method, you must add the payment method to your billing portal account before associating it with a specific billing account.
After adding the payment method to your settings, go to the Subscriptions (Billing Accts) page.
Click on the name of the billing subscription that you want to update and then update the "Choose payment card(...)" field.
In the Billing section of the left menu, click the Invoices tab. Invoices can be searched by their status: either "Open" or "Paid." For autopay customers with credit cards, the "Balance Due" will revert to zero after a credit card payment is applied against the charges in question. Customers with an expired credit card or that may have alternate payment arrangements will see the remaining balance in this view. This view will also show invoices from all billing subscriptions listed under the Billing Accounts tab.
Viewing Your Transaction History
Navigate to the Transaction History page which is located under the Billing tab in the sidebar. Select a date range to view all transactions for all billing subscriptions during the selected date range including payments, invoices, credits, etc.
Viewing Your Billing History
Navigate to the Statements screen under the Billing tab in the sidebar. Users can use the form shown on this page to generate a PDF or email statement displaying the transactions for the selected date range for all billing subscriptions associated with the billing account.
Manage Billing Portal Settings
Update Your Profile
Navigate to the Profile Information screen in the Settings section of the left menu. Update profile information for your billing portal account. Note that email address changes can only be made by emailing DNAnexus Support.
Add Emails for Invoicing
Navigate to the Email Preferences tab in the Settings section of the left menu. In the "Enter Emails for Invoicing", enter the email addresses of anyone who should receive a copy of invoices. These recipients will not be able to access your billing account, but will receive copies of invoices via email. Click Save Changes after adding or removing invoice recipient email addresses.