Easily manage your company balance, view transaction history, and manage payment methods through the billing dashboard. Whether you're making your first payment on Riipen or reviewing past transactions, the billing dashboard provides a centralized, secure, and transparent experience.

General

Balance

Riipen provides a portal wallet, where your portal can maintain a balance to use towards paid learner projects. The wallet functionality allows funds to be deposited in advance and then applied to learner payments on approved invoices.

The Balance & transactions page of the Portal Billing dashboard shows the current balance available to your portal, and all transactions related to your portal.

You can have balances in multiple currencies; these will each be listed separately.

Transactions

Your balance is updated by deposits, withdrawals, and charges.

Deposits - Created through using "Add funds" on this page to manually deposit funds for future usage.
- An "Incoming" balance indicates that your deposit was received but is still settling, a necessary step by our payment processor. Click the deposit transaction to see when settling funds will complete. Funds that are still incoming are not able to be paid out to learners.
Withdrawals - Through the Withdrawals tab of the billing dashboard, a portal administrator with payments permission can link a payment account via Stripe to request a withdrawal of funds. Withdrawals are reviewed manually to prevent misuse.
Charges - Charges are incurred when invoices from learners are approved. If your portal has an available balance, you will see a debit charge that reduces your balance, and pays that amount out to the learner. If your portal does not have an available balance, you'll see a credit charge adding to the balance, then paying out that amount to the learner through a corresponding debit charge.

Payment methods

Riipen accepts all major credit cards, including Visa, MasterCard, and American Express. Portals can store multiple payment methods within their billing dashboard to maintain flexibility and ease of use.

Only your designated primary payment method is ever charged for payments. You may store as many payment methods as you like, but only non-primary payment methods can be deleted at any time. Your primary payment method can only be removed if your portal is not actively engaged in a paid project.

Your payment method must have associated billing information; the country and postal card used for that card's billing address.

Invoices & payments

All monetary transactions are made up of invoices and payments. As a learner completes or finishes work on a project an invoice will be generated detailing what work was completed and the amount now owed for that work. From the invoice, payments will be made and processed according to the rules set by the experience. Your portal may be required to pay all, some, or none of the invoice depending on these rules. If a payment from your portal is required, it will be attached to the invoice and will be processed with your portal's primary payment method (or selected payment method for the experience) after the invoice has been approved.

How to

View your portals balance

Click "Billing" under the "Portal" group in the main navigation menu
View the balance for each currency your portal has added funds in, under the main page, "Billing & transactions"

Add funds

Click "Billing" under the "Portal" group in the main navigation menu
Select "Add funds" under the main page "Billing & transactions."
Select the amount, currency, and payment method you wish to use to add funds.
Click Submit.

View when incoming funds will be available

Click "Billing" under the "Portal" group in the main navigation menu
Under the transactions list in the main page (Billing & transactions), filter for the Transaction type "Deposit," then for the state "Processing."
Select any deposit from the transactions list that is processing.
The "Expected at" field on this page will indicate the date on which the deposited funds should be available, by end of day.

Request a withdrawal

Click "Billing" under the "Portal" group in the main navigation menu
Select "Withdrawals" from the billing dashboard menu.
Link a bank account for your portal, or verify the details of the account already linked.
Select the button "New"
Indicate the currency and the amount you wish to withdraw.
Click Submit.
Your withdrawal request will be reviewed and answered by the team within 2 business days.

Note that funds that are still settling cannot be withdrawn.

View all payments

To view all payments your portal has paid:

Click "Billing" under the "Portal" group in the main navigation menu
Under the transactions list in the main page (Billing & transactions), filter for the Transaction type "Charge."

View a payment

To view the details of any particular payment your portal has paid:

Click "Billing" under the "Portal" group in the main navigation menu
Under the transactions list in the main page (Billing & transactions), filter for the Transaction type "Charge."
Click on the charge you wish to view the details of

View all invoices

To view all invoices your portal has had a payment for:

Click "Billing" under the "Portal" group in the main navigation menu
Click the "Invoices" tab

View an invoice

To view the details of any particular invoice your portal has had a payment for:

Click "Billing" under the "Portal" group in the main navigation menu
Click the "Invoices" tab
Click on the invoice you wish to view the details of

Add a payment method

To add a payment method to your portal:

Click "Billing" under the "Portal" group in the main navigation menu
Click the "Payment methods" tab
Click "Add payment method" and follow the directions on screen

When adding a payment method, you will be asked to select a "Presentment currency". This is the currency you will want to make payments from. Because Riipen is a global platform, our payment method options differ depending on your currency, so depending on what currency you are operating from, different payment methods will be available to you.

Change primary payment method

If your portal has multiple payment methods, you can set a primary payment method that will be used on all future transactions with these steps:

Click "Billing" under the "Portal" group in the main navigation menu
Click the "Payment methods" tab
Click on the star icon next to the payment method you want to make the primary payment method

Remove a payment method

To remove a payment method to your company:

Click "Billing" under the "Portal" group in the main navigation menu
Click the "Payment methods" tab
Click the trash icon next to the payment method you want to delete

You can only delete your primary payment method if you are not actively engaged with learners on a paid project.

Update billing address

For billing and tax purposes you will always need to have a valid billing address on your portal to engage with paid projects. To set or update your billing address: