billing: pay by invoice (#23413)

## Description
Adds docs for pay by invoice, needs review from Billing team @ob1dev
@devwells

## Related issues or tickets
https://docker.atlassian.net/browse/BILL-3386
https://docker.atlassian.net/browse/ENGDOCS-2520

## Preview
https://deploy-preview-23413--docsdocker.netlify.app/billing/

## Reviews
- [ ] Editorial review
- [ ] Product review

Author: sarahsanders-docker

content/manuals/billing/cycle.md

@@ -6,17 +6,11 @@ keywords: billing, cycle, payments, subscription
 ---
 
 You can choose between a monthly or annual billing cycle when purchasing a
-Docker subscription. If you have a monthly billing cycle, you can choose to
-switch to an annual
-billing cycle.
+subscription. If you have a monthly billing cycle, you can choose to
+switch to an annual billing cycle.
 
-> [!NOTE]
->
-> Docker Business subscriptions are only available on an annual billing cycle.
-
-> [!NOTE]
->
-> Switching from an annual billing cycle to a monthly cycle isn't supported.
+If you're on a monthly plan, you can switch to a yearly plan at any time.
+However, switching from a yearly to a monthly cycle isn't supported.
 
 When you change your billing cycle:
 
@@ -38,8 +32,11 @@ final charge is $95 ($100-$5).
 {{< tabs >}}
 {{< tab name="Docker subscription" >}}
 
-Follow these steps to switch from a monthly to annual billing
-cycle for your Docker subscription:
+> [!IMPORTANT]
+>
+> Pay by invoice is not available for subscription upgrades or changes.
+
+To change your billing cycle:
 
 1. Sign in to [Docker Home](https://app.docker.com/) and select
 your organization.
@@ -55,8 +52,7 @@ your organization.
 > more information, see
 [Verify a bank account](manuals/billing/payment-method.md#verify-a-bank-account).
 
-After completing the change, the billing plans and usage page displays
-your updated annual subscription details.
+The billing plans and usage page will now reflect your new annual plan details.
 
 {{< /tab >}}
 {{< tab name="Legacy Docker subscription" >}}
@@ -75,13 +71,15 @@ page and select **Accept Terms and Purchase** to confirm.
 
 ## Change organization to an annual cycle
 
-> [!NOTE]
->
-> You must be an organization owner to make changes to the payment information.
+You must be an organization owner to make changes to the payment information.
 
 {{< tabs >}}
 {{< tab name="Docker subscription" >}}
 
+> [!IMPORTANT]
+>
+> Pay by invoice is not available for subscription upgrades or changes.
+
 Follow these steps to switch from a monthly to annual billing cycle for your
 organization's Docker subscription:
 

content/manuals/billing/faqs.md

@@ -52,3 +52,12 @@ If you're exempt from sales tax, see
 
 For academic pricing, contact the
 [Docker Sales Team](https://www.docker.com/company/contact).
+
+### Can I use pay by invoice for upgrades or additional seats?
+
+No. Pay by invoice is only available for renewing annual subscriptions, not for
+purchasing upgrades or additional seats. You must use card payment or US bank
+accounts for these changes.
+
+For a list of supported payment methods, see
+[Add or update a payment method](/manuals/billing/payment-method.md).

content/manuals/billing/history.md

@@ -1,56 +1,86 @@
 ---
-title: View billing history
+title: Invoices and billing history
 weight: 40
-description: Learn how to view and download billing history, manage invoices, and check your subscription renewal date.
-keywords: payments, billing, subscription, invoices, renewals, invoice management, billing administration, download invoices, VAT, billing support, Docker billing
+description: Learn how to view invoices and your billing history
+keywords: payments, billing, subscription, invoices, renewals, invoice management, billing administration, pay invoice
 aliases:
     - /billing/core-billing/history/
 ---
 
-Learn how you can view your billing history, manage your invoices, and verify
-your renewal date. All monthly and annual subscriptions are automatically
-renewed at the end of the term using the original form of payment.
+Learn how to view and pay invoices, view your billing history, and verify
+your billing renewal date. All monthly and annual subscriptions are
+automatically renewed at the end of the subscription term using your default
+payment method.
 
 {{% include "tax-compliance.md" %}}
 
-## Invoices
+## View an invoice
 
 Your invoice includes the following:
 
 - Invoice number
 - Date of issue
-- Date due
+- Due date
 - Your "Bill to" information
 - Amount due (in USD)
+- Pay online: Select this link to pay your invoice online
 - Description of your order, quantity if applicable, unit price, and
 amount (in USD)
+- Subtotal, discount (if applicable), and total
 
-The information listed in the **Bill to** section of your invoice is based on
+The information listed in the "Bill to" section of your invoice is based on
 your billing information. Not all fields are required. The billing information
 includes the following:
 
 - Name (required): The name of the administrator or company
+- Address (required)
 - Email address (required): The email address that receives all billing-related
 emails for the account
-- Address (required)
 - Phone number
 - Tax ID or VAT
 
-You can’t change an invoice once it's been issued. When you update your billing
-information, this change won't update an existing invoice. If you need to
-update your billing information, make sure you do so before your subscription
-renewal date when your invoice is finalized. For more information, see
-[Update the billing information](details.md).
+You can’t make changes to a paid or unpaid billing invoice. When you update
+your billing information, this change won't update an existing invoice.
+
+If you need
+to update your billing information, make sure you do so before your
+subscription renewal date when your invoice is finalized.
+
+For more information, see [Update billing information](details.md).
+
+## Pay an invoice
+
+> [!NOTE]
+>
+> Pay by invoice is only available for subscribers on an annual billing cycle.
+To change your billing cycle, see [Change your billing cycle](/manuals/billing/cycle.md).
+
+If you've selected pay by invoice for your subscription, you'll receive email
+reminders to pay your invoice at 10 days before the due date, on the due date,
+and 15 days after the due date.
+
+You can pay an invoice from the Docker Billing Console:
+
+1. Sign in to [Docker Home](https://app.docker.com/) and choose your organization.
+1. Select **Billing**.
+1. Select **Invoices** and locate the invoice you want to pay.
+1. In the **Actions** column, select **Pay invoice**.
+1. Fill out your payment details and select **Pay**.
+
+When your payment has processed, the invoice's **Status** column will update to
+**Paid** and you will receive a confirmation email.
+
+If you choose to pay using a US bank account, you must verify the account. For
+more information, see [Verify a bank account](manuals/billing/payment-method.md#verify-a-bank-account).
 
 ### View renewal date
 
 {{< tabs >}}
 {{< tab name="Docker subscription" >}}
 
 You receive your invoice when the subscription renews. To verify your renewal
-date, sign in to [Docker Billing](https://app.docker.com/billing). Your renewal
-date and amount are displayed on your subscription card.
-
+date, sign in to the [Docker Home Billing](https://app.docker.com/billing).
+Your renewal date and amount are displayed on your subscription plan card.
 
 {{< /tab >}}
 {{< tab name="Legacy Docker subscription" >}}
@@ -67,13 +97,13 @@ you can find your renewal date and the renewal amount.
 {{< /tab >}}
 {{< /tabs >}}
 
-### Include your VAT number on your invoice
+## Include your VAT number on your invoice
 
 > [!NOTE]
 >
 > If the VAT number field is not available, complete the
-[Contact Support form](https://hub.docker.com/support/contact/). This field may
-need to be manually added.
+[Contact Support form](https://hub.docker.com/support/contact/). This field
+may need to be manually added.
 
 {{< tabs >}}
 {{< tab name="Docker subscription" >}}
@@ -122,7 +152,7 @@ Your VAT number will be included on your next invoice.
 
 ## View billing history
 
-You can view the billing history and download past invoices for a personal
+You can view your billing history and download past invoices for a personal
 account or organization.
 
 ### Personal account
@@ -156,9 +186,7 @@ you can download an invoice.
 
 ### Organization
 
-> [!NOTE]
->
-> You must be an owner of the organization to view the billing history.
+You must be an owner of the organization to view the billing history.
 
 {{< tabs >}}
 {{< tab name="Docker subscription" >}}

content/manuals/billing/payment-method.md

@@ -34,6 +34,7 @@ The following payment methods are supported:
   - Automated Clearing House (ACH) transfer with a
   [verified](manuals/billing/payment-method.md#verify-a-bank-account) US
   bank account
+- [Pay by invoice](/manuals/billing/history.md)
 
 All charges are in United States dollars (USD).
 
@@ -54,14 +55,14 @@ organization.
 1. Select **Payment methods** from the left-hand menu.
 1. Select **Add payment method**.
 1. Enter your new payment information:
-    - If you are adding a card:
+    - Add a card:
         - Select **Card** and fill out the card information form.
-    - If you are adding a Link payment:
+    - Add a Link payment:
         - Select **Secure, 1-click checkout with Link** and enter your
         Link **email address** and **phone number**.
         - If you don't already use Link, you must fill out the card information
         form to store a card for Link payments.
-    - If you are adding a bank account:
+    - Add a bank account:
         - Select **US bank account**.
         - Verify your **Email** and **Full name**.
         - If your bank is listed, select your bank's name.
@@ -77,7 +78,7 @@ the **Delete** action.
 > [!NOTE]
 >
 > If you want to set a US bank account as your default payment method, you must
-> verify the account first.
+> [verify the account](#verify-a-bank-account) first.
 
 {{< /tab >}}
 {{< tab name="Legacy Docker subscription" >}}
@@ -89,9 +90,9 @@ To add a payment method:
 1. Select the **Payment methods** link.
 1. Select **Add payment method**.
 1. Enter your new payment information:
-    - If you are adding a card:
+    - Add a card:
         - Select **Card** and fill out the card information form.
-    - If you are adding a Link payment:
+    - Add a Link payment:
         - Select **Secure, 1-click checkout with Link** and enter your
         Link **email address** and **phone number**.
         - If you are not an existing Link customer, you must fill out the
@@ -122,14 +123,14 @@ organization.
 1. Select **Payment methods** from the left-hand menu.
 1. Select **Add payment method**.
 1. Enter your new payment information:
-    - If you are adding a card:
+    - Add a card:
         - Select **Card** and fill out the card information form.
-    - If you are adding a Link payment:
+    - Add a Link payment:
         - Select **Secure, 1-click checkout with Link** and enter your
         Link **email address** and **phone number**.
         - If you are not an existing Link customer, you must fill out the
         card information form to store a card for Link payments.
-    - If you are adding a bank account:
+    - Add a bank account:
         - Select **US bank account**.
         - Verify your **Email** and **Full name**.
         - If your bank is listed, select your bank's name.
@@ -156,9 +157,9 @@ To add a payment method:
 1. Select the **Payment methods** link.
 1. Select **Add payment method**.
 1. Enter your new payment information:
-    - If you are adding a card:
+    - Add a card:
         - Select **Card** and fill out the card information form.
-    - If you are adding a Link payment:
+    - Add a Link payment:
         - Select **Secure, 1-click checkout with Link** and enter your
         Link **email address** and **phone number**.
         - If you are not an existing Link customer, you must fill out the
@@ -172,6 +173,27 @@ the **Actions** icon. Then, select **Delete**.
 {{< /tab >}}
 {{< /tabs >}}
 
+## Enable pay by invoice
+
+{{< summary-bar feature_name="Pay by invoice" >}}
+
+Pay by invoice is available for Teams and Business customers with annual
+subscriptions, starting with your first renewal. When you select this
+payment method, you'll pay upfront for your first subscription period using a
+payment card or ACH bank transfer.
+
+At renewal time, instead of automatic payment, you'll receive an invoice via
+email that you must pay manually. Pay by invoice is not available for
+subscription upgrades or changes.
+
+1. Sign in to [Docker Home](https://app.docker.com/) and select your
+organization.
+1. Select **Billing**.
+1. Select **Payment methods**, then **Pay by invoice**.
+1. To enable pay by invoice, select the toggle.
+1. Confirm your billing contact details. If you need to change them, select
+**Change** and enter your new details.
+
 ## Verify a bank account
 
 There are two ways to verify a bank account as a payment method:
@@ -229,12 +251,18 @@ verification email and enter the amount of this deposit to verify your account.
 > You can't manually retry a failed payment. Docker will retry failed payments
 based on the retry schedule.
 
-If your subscription payment fails, there is a grace period of 15 days, including the due date. Docker retries to collect the payment 3 times using the following schedule:
+If your subscription payment fails, there is a grace period of 15 days,
+including the due date. Docker retries to collect the payment 3 times using the
+following schedule:
 
 - 3 days after the due date
 - 5 days after the previous attempt
 - 7 days after the previous attempt
 
-Docker also sends an email notification `Action Required - Credit Card Payment Failed` with an attached unpaid invoice after each failed payment attempt.
+Docker also sends an email notification
+`Action Required - Credit Card Payment Failed` with an attached unpaid invoice
+after each failed payment attempt.
 
-Once the grace period is over and the invoice is still not paid, the subscription downgrades to a free subscription and all paid features are disabled.
+Once the grace period is over and the invoice is still not paid, the
+subscription downgrades to a free subscription and all paid features are
+disabled.

content/manuals/subscription/manage-seats.md

@@ -32,7 +32,8 @@ To add seats:
 organization.
 1. Select **Billing**.
 1. Select **Add seats** and follow the on-screen instructions to complete
-adding seats.
+adding seats. Note, you can't use pay by invoice for purchasing additional
+seats. You must use a card or US bank account.
 
 > [!NOTE]
 >

data/summary.yaml

@@ -233,6 +233,8 @@ MSI installer:
   for: Administrators
 OATs:
   subscription: [Team, Business]
+Pay by invoice:
+  subscription: [Team, Business]
 PKG installer:
   subscription: [Business]
   requires: Docker Desktop [4.36](/manuals/desktop/release-notes.md#4360) and later