Partner billing process

For partners selling HowToo annual or multi-year licenses, there are two possible billing scenarios:

1. Partner-billed customers – The partner invoices the customer directly, and HowToo invoices the partner.
2. Direct customer billing – HowToo invoices the customer directly.

In both cases, a new HowToo instance must be manually set up and authorised for integration. The following steps outline the process:

Setup process for a new customer instance

To initiate the setup, partners must provide HowToo with the following details:

• Partner information: Specify whether the partner is new or existing to determine if a new partner profile needs to be created.
• Services included: Identify which services are part of the subscription (e.g. AI, API, Academy, etc.) to determine if a new plan is required.
• Number of licenses: Indicate the total number of licenses assigned to the customer.
• Primary admin details: Provide the primary admin email for the new HowToo account).
• Subscription start and renewal date: Define the start and renewal dates of the license.

Account activation and verification

Once the account is created, HowToo will:

1. Verify that all services are correctly enabled.
2. Confirm successful account creation with the partner.

This structured process ensures a seamless onboarding experience for new customers while maintaining a clear billing framework for partners.