What is Disbursement Billing?

Under our current internal storage billing model, only one invoice is generated for all the workspaces. We have created the disbursement billing model to allow you to set up workspaces that can be invoiced independently with their own storage allowance.

You can use the internal storage billing for your internal workspaces and set up disbursement billing for your clients' workspaces. The invoices can be set to go directly to your finance department so they can be billed to clients easily, bypassing the need to involve the IT team.

Please contact us to enable the disbursement Billing option in your licence.

What is Disbursement Billing - Gen 4

What is Disbursement Billing - Gen 3

What is Disbursement Billing - Gen 4

How to set up disbursement billing on pre-existing rooms

1. Open your workspace and go to Manage Workspace to open your workspace settings.
   
   
2. Select Disbursements under the Billing Account drop-down.
   
   
   
   
3. Scroll down and click Save to save your settings.
   
   

How to set up disbursement billing when creating a new workspace

1. Login to Safelink and Select Create a New Workspace from the Actions Menu.
   
   
2. Enter the required information for creating a new workspace.
   
   
   
   
3. Select Disbursement Account under the Billing Account drop-down.
   
   
4. Click Create New Workspace.
   
   
   
   

The following workspace types can be set up with disbursement billing

1. Bundling Workspace
2. Collaboration Workspace
3. Litigation Workspace
4. Relationship Room
5. Transaction Data Room
6. Virtual Board Room
   
   
   
   

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What is Disbursement Billing - Gen 3

How to set up disbursement billing on pre-existing rooms

1. Open your workspace and go to Manage Workspace to open your workspace settings.
   
   
2. Select Disbursements under the Billing Account drop-down.
   
   
   
   
3. Scroll down and click Save to save your settings.
   
   

How to set up disbursement billing when creating a new workspace

1. Login to Safelink and Select Create a New Workspace from the Actions Menu.
   
   
2. Enter the required information for creating a new workspace.
   
   
   
   
3. Select 'Disbursement Account under the Billing Account drop-down.
   
   
4. Click Create New Workspace.
   
   
   
   

The following workspace types can be set up with disbursement billing

1. Bundling Workspace
2. Collaboration Workspace
3. Litigation Workspace
4. Relationship Room
5. Transaction Data Room
6. Virtual Board Room