Properti

Is GST Included in Properti Invoices

Your ad credits are found in the billing section

How can I check my ad credits?

Ad Credits are rewarded each month depending on your subscription and can be used towards Properti campaigns

Ad Credits Explained

Usage reports provide a clear monthly breakdown of your campaign spend, helping you track advertising costs with ease.

Billing Usage Reports

If you need to cancel your campaign, or there is an unspent balance on a campaign that has been finished - you can archive the campaign and an ad credit…

Agents: Ad Credits

You can easily access and download your invoices from your Properti dashboard.

How to View All Your Invoices

Adding additional payment methods for your workspace is done through the billing tab.

How do I add additional payment methods to Properti?

Agent or Advertiser roles can add their credit card to Properti as a payment method for campaigns linked to the individual user.

Agents: Adding your Credit Card to Properti

For Admin Users to update or change your payment method. Follow the steps below to add a new payment method and set it as default.

Workspace: How to Change or Update your Payment Method

This article outlines how campaign billing is handled, including immediate payment requirements, invoicing procedures, and monthly reconciliation reporting for trust account purposes.

Campaigns: Billing & Invoicing Process

You can update the email address that receives invoices and billing notifications from Properti via the Billing Portal, powered by Stripe.

How to Change the Email Address Receiving Billing Notifications

This article explains how to manage unsuccessful payments, including when the system automatically retries and when a manual retry is needed.

Handling Unsuccessful Payments for Campaigns and Subscriptions

Agent Billing Accounts allow campaign charges to be assigned either to an office or directly to an individual agent. When agent billing is configured, campaign spend is charged to the…

Agent Billing Accounts for Campaign Payments

Cameron Vaea

Manage payment methods, invoices, ad credits, and campaign billing.

Billing

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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