Build Platform billing

The Billing section provides tabs for your current plans, pending plans, billing information, and invoice history. To access it, click Billing in the navigation menu. Options vary by account type:

  • If you have a Workplace Pro account with a Build Platform add-on, you'll see limited options. Instead, manage billing through your Workplace Pro account.
  • If you signed up directly for a Zoom Build Platform account, manage your plans and billing details directly in this section.

Review current plans

  • For Workplace Pro accounts with a Build Platform add-on, click Current Plans to view your active plan and Pending Plans to see plans awaiting cancellation or activation.
  • For Zoom Build Platform accounts, click Plan Management to view your plans. From here, you can:
    • Click Manage to Upgrade or Cancel a plan. Click Upgrade Now to upgrade your plan.
    • Under Plan Summary, click View to see plan details such as credit status and billing amounts. Click Upgrade Plan to switch from a free plan to a paid plan.

Billing Management

Click Billing Management to see your billing details and make updates.

  • Choose a Billing Language to use for all future billing emails and statements.
  • Next to your payment method, click the option menu ellipses and Edit payment method to edit or change your payment method.
  • Click Add backup payment method to add a backup method for automatic payments if the primary payment method cannot be successfully charged.
  • Under Contact Information, click Edit to make changes.
  • Under Tax Exemption Status, click Add Exemption to add.

Add or edit payment method

Choose Credit or Debit Card, PayPal, or Google Pay and fill out the required fields.

Contact information

Contact information lists the Name, Email Address, Address, and Tax Status for the Sold To Contact. This contact information determines tax status. Click Edit to change. You can update the following fields.

  • General information - The first and last name, email, additional email addresses, phone number, and address for the contact.
    • Click Additional Email Address to add or update additional email addresses, separated by commas.
    • Click Phone Number to add or update the phone number.
  • Address - The street address, apartment or suite, city, state or province, zip or postal code, and country or region.
  • Click Edit Company/Organization Name to add or update the company or organization name.
  • Under Tax Excempt?, click Verify Now to verify your tax-exempt status through ECM without leaving the page. Instead, this opens a modal dialog with your company name and contact information. Click Save. Then select a reason for creating this document. Continue the process online. If the process cannot be completed online, you'll be given further instructions, for example, to upload a file to continue the process through your state or locality.
  • Click Use the same contact information for billing to use the same information for the Bill To address. The Bill To address will receive invoices and billing communications. Or clear this box to enter different information for billing.

Click Save or Cancel when done.

Review payment history

Click Payment History to view a table of your billing history. You can filter by date range and status (for example: open, credit, collected, or processing).

Select invoices and click Export to save them locally or Continue to Pay to submit payment.

Billing history table

The table includes the following fields:

  • Invoice Number - The unique identifier assigned to each invoice.
  • Invoice Date - The date the invoice was issued.
  • Due Date — The date payment is required.
  • Amount — The total amount billed on the invoice.
  • Status — The current state of the invoice (for example: open, credit, collected, or processing).