Build a business that holds up
Know what your Service Opus subscription will charge.
Service Opus subscription status, active-user billing, upcoming charges, payment methods, auto pay, and invoice history.
Useful to the people doing the work
Where license and billing fits
Administrator
Set up the rules, access, and records the rest of the company relies on.
Manager
Keep team readiness, ownership, and exceptions visible.
Owner
Reduce avoidable risk while keeping the company practical to run.
How the work moves
A practical way to run this workflow
Keep authorized administrators informed about active-user billing, subscription status, upcoming charges, payment methods, auto pay, and prior Service Opus invoices.
Who uses it
- Owners reviewing the cost of the Service Opus subscription.
- Admins adding or removing users who affect billing.
- Finance staff maintaining the company's subscription payment method and records.
Set it up right
- Limit subscription billing access to authorized administrators.
- Review which users are active before the next billing period.
- Have the approved company card or bank account ready before changing auto pay.
Run the workflow
- Review active users, billing interval, subscription status, and any trial end date.
- Check the upcoming bill, billable-user count, discounts, period, and due date.
- Connect or update the authorized card or bank account for auto pay.
- Review past Service Opus invoices and open the hosted invoice when supporting detail is needed.
- Refresh the workspace after a payment-method or user-count change and confirm the expected state.
Do not let this slip
- Former employees are deactivated through the proper employee process.
- The upcoming bill reflects the expected active-user count and pricing tier.
- The default payment method is current and belongs to the company.
- Invoice records are retained according to the company's finance policy.
What it hands off to
- HR and Employees for active-user administration.
- Teams for current employee organization.
- Settings and Config for authorized billing access.
- Accounting for recording software subscription expense.
See it with your process
Walk through license and billing using the way your company works today.
No generic slide deck. Bring a real handoff, problem, or operating question and see how the workflow fits.