# Request Billing Assistance

Use the billing assistance options in Atloria to let your organization administrator or support team know about a billing question, plan need, or account concern. Providing clear details helps the team understand your request and respond with the right next steps.

## Overview

Billing assistance is intended for situations where you need help with your organization’s commercial or account-related needs. For example, you may need clarification about billing, plans, credits, enterprise arrangements, or another payment-related concern that requires attention from an administrator or support team.

In Atloria, start by locating the **Billing** option and then use the available support experience to describe what you need. The application includes support-oriented areas such as **Support Agent** and **🤖 AI Support**, which can help direct your question or capture information for the team.

When you submit a billing request, include enough context for the recipient to identify the affected organization, understand the issue, and determine whether follow-up is needed. If you are reporting a discrepancy or unexpected charge, include relevant dates, amounts, and any reference information available to you—without sharing sensitive payment details in open notes.

> 📷 _Screenshot pending: The Billing option and the available support entry points for requesting billing help._

## Prerequisites

Before requesting billing assistance, make sure you have:

- Access to the Atloria workspace for the organization you are asking about.
- The details of your billing question, such as the affected plan, credit usage, invoice period, or account concern.
- Any relevant dates, amounts, or business context that will help the support team investigate.
- Permission to discuss the organization’s billing information, if your organization limits billing access to administrators or finance contacts.
- A clear description of the outcome you need, such as an explanation, a correction, plan guidance, or contact with an organization administrator.

## Step-by-Step Instructions

1. **Open the billing area.**  
   From your available Atloria navigation, select **Billing**. Use this area when your question concerns plans, credits, enterprise arrangements, or other billing needs rather than general product usage.

2. **Choose a support option.**  
   Look for the support experience available in your workspace. Depending on your access, you may see **Support Agent** or **🤖 AI Support**. Select the option that lets you ask for help or communicate your request.

   If you need assistance from a person responsible for your organization’s account, clearly state that your request is for an organization administrator or billing support team.

3. **Describe the billing need.**  
   In the notes area, enter the details of your request. When the field displays **Add any notes for the team...**, use it to explain the situation in plain language.

   Include:
   - The organization or workspace affected
   - The billing period or date involved
   - The plan, credits, or enterprise topic you are asking about
   - The specific question or action you need
   - Any important reference details that the team should review

   For example, you might write: “Please help us understand the credit usage shown for this billing period and confirm which plan applies to our organization.”

4. **Request changes or follow-up when needed.**  
   If the support experience offers **✎ Request Changes**, use it when you need the team to review or correct something rather than simply answer a question. Be specific about what you believe should change and why.

5. **Review your message before sending.**  
   Check that your request is understandable to someone who may not know your current work. Avoid including passwords, full payment card numbers, or other confidential payment credentials.

6. **Share the request with the appropriate people.**  
   If your organization needs internal visibility, use **Share with Team** when it is available. This helps relevant colleagues review the request and provide context before or during follow-up.

7. **Monitor the support conversation.**  
   Return to the support area, such as **6. Support Chat**, to review responses or answer follow-up questions. Respond promptly if the support team asks for clarification, as missing details can delay resolution.

> 📷 _Screenshot pending: A billing support request showing the “Add any notes for the team...” field and available follow-up options._

## Tips and Best Practices

Write one focused request for each billing issue. For example, keep a question about plan eligibility separate from a question about a specific charge. This makes it easier for the support team to identify the correct owner and provide a complete answer.

State the desired outcome near the beginning of your notes. Instead of only saying that billing “looks wrong,” explain what you need: confirmation of a plan, an explanation of credits, review of an invoice period, or a requested change.

Use **✎ Request Changes** only when you are asking the team to modify or correct something. For general questions or guidance, describe the question in the support request without framing it as a change request.

When you use **Share with Team**, make sure the people included are appropriate for billing-related information. Your team can add useful business context, but billing discussions may contain information that should only be visible to authorized colleagues.

## Related Pages

- [Billing](#)  
- [Support Agent](#)  
- [Support Chat](#)  
- [Share with Team](#)  
- [User Guides](#)  

## Troubleshooting

### I cannot find the **Billing** option

Your available navigation may depend on your organization access. Confirm that you are in the correct Atloria workspace and ask an organization administrator whether you have access to billing-related areas.

### I do not see a way to contact the support team

Look for **Support Agent**, **🤖 AI Support**, or **6. Support Chat** in your workspace. If none of these options are available, contact your organization administrator and ask them to submit the billing request or provide the appropriate support contact.

### My request needs more information after I submit it

Return to the support conversation and provide the requested details in **Add any notes for the team...**. Include the relevant billing period, organization context, and the exact outcome you need so the team can continue reviewing your request.