Tag Archives: Billing

Some usability improvements to the Billing Info screen

We noticed a number of folks were tripping over the process of entering their Billing Info (from the Manage Users page), which was embarrassing…

We have made some minor tweaks that we think will fix any potential confusion:

  • If you miss a required field — and remember: every field is required except for additional Billing Contacts — the system does a better job of getting you to pause and fix the mistake.
  • The process of selecting a Country and State/Province has been made easier.  If you select the USA or Canada as your country, the State/Province field becomes a drop-down list since we know which states and provinces to present as choices in each case. If your country is something else, this field becomes a free text field to let you type in anything you want.

Why we need your Billing Information (and what we do with it)

If you purchase subscriptions, or do other actions like request a refund, Kerika prompts you to update your Billing Information:

Updating Billing Information
Updating Billing Information

This information is needed to complete a transaction:

  • Your name or organization (school, college, nonprofit, company, government agency…) are used to ensure invoices and receipts are addressed to the correct person (the purchaser).
  • Your phone number is needed to handle any problems we face processing your invoices or purchases.
  • Your address is used to create invoices and receipts, and to check whether we need to charge you Washington State sales tax.

At the bottom of this screen you can optionally include Billing Contacts: people who need to get copies of all your transactions, such as your organization’s Purchasing Department or outside accountants/bookkeepers.

We store this information securely: as you may have already noticed, all access to Kerika servers is done using SSL/HTTPS, and within the Kerika virtual network, our servers communicate with each other using SSL as well.

We never ask for your credit card information: we use Stripe to handle all online payments, and we never see your credit card at any time.

If you pay by bank check or electronic funds transfer, this information is handled by Bank of America:  details of these transactions, such as your bank information, are stored only at Bank of America and not stored on the Kerika servers.

A reminder: you don’t have to pay for Visitors

The rollout of our new billing system seems to have been smooth — so far, fingers crossed! — and with this you now get better controls over who is part of your Account Team:

Manage Users
Manage Users

Please note that you don’t get charged for Visitors: if someone is only a Visitor on your boards — i.e. is not a Team Member or Board Admin on any board you own — you don’t need to pay for this person.

It doesn’t matter how many boards this person “visits”.

Visitors do show up on your Manage My Team list in the Manage Users tab, so you are reminded that they have access to some, possibly all, of your boards, and you can remove a Visitor entirely from your Account in the same way that you might remove a Team Member or Board Admin.


If you are thinking of using PayPal for invoicing…

Don’t.  The system is massively buggy and the company is completely unresponsive to complaints.

The web UI looks like it everything is nice and automated, but in reality you will end up doing a bunch of stuff by hand.  Examples of bugs and/or dumb design that have already driven us crazy:

  • If you have a bunch of outstanding invoices that you want to cancel, the bulk select/action doesn’t work.  No error or anything: it just doesn’t do anything, silently.|
  • They use lazy loading to show just a dozen or so invoices at a time, with the rest showing only after you scroll down (like Facebook, Twitter, etc.)  If you try to do a search or filter, that works only on the invoices that are currently being displayed, not the full set: presumably resulting from a design decision to make the filter work within the client rather than the server.
  • Thanks to a flaky implementation of lazy loading itself, some invoices will appear as duplicates.

It’s pretty clear that Elon Musk has left the building.