Skip to content
English - United States
Submit a Ticket Go To Customer Portal
  • There are no suggestions because the search field is empty.

Accessing and Managing Billing

Overview

The Account & Billing section in The Guard allows admins to view and manage invoices, pay outstanding balances, modify their subscription plan, and purchase employee seats or additional premium course tokens — all directly within the platform.

Only Org Administrators have access to the Account & Billing section and a valid payment method must be on file for any in-app updates. 

Navigate to Account & Billing

  1. Log in to The Guard.

  2. From the left-hand navigation menu, click Settings.

  3. Within the Admin Section, select Account & Billing.

Review Your Invoices

Once inside the Account & Billing page, you’ll see a list of all invoices associated with your organization.

Each invoice displays:

  • Invoice number

  • Status (Paid or Unpaid)

  • Date issued

  • Amount due

Click the Download button next to any invoice to save a PDF copy for your records.

Pay Outstanding Invoices

If there are unpaid invoices:

  1. Locate the Pay Now button in the upper-right corner of the screen.

  2. Click Pay Now to launch the checkout window.

  3. Complete the payment using the secure in-app checkout process.

Payments are reflected immediately once processed.

Updating Payment Information

Locate payment method under the Premium Course Tokens section. If a payment method is on file it will be listed. Take the following steps to update your payment method:

  1. Click Manage Payment Methods

  2. Select either Credit Card or Direct Debit

  3. Based on your selection, insert the payment information and click Save. 

Modify Your Plan or Purchase Tokens

You can update your plan or buy additional course tokens directly within this section.

  • Click Modify Plan to change your subscription tier.

  • Click Purchase Tokens to add more training capacity or specialized courses.

Add Employees

You can add new employees from two locations:

Option 1 — From Account & Billing:

  • Under the Plan Settings card select Modify Plan

  • Use the toggle to add the desired number of employees and then click Purchase under Order Summary.

Option 2 — From the Employees Module:

  1. In the left-hand navigation menu, select Employees.

  2. Hover over Total active employees and then click Purchase Employees.

  3. Follow the checkout steps to complete the process.

This will only show when you have reached your current employee limit. 

 

Best Practices

  • Regularly review your invoices to confirm all payments are up to date.

  • Download invoices monthly for internal recordkeeping or audits.

  • Keep your Admin contact information current to ensure proper billing communication.