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Billing Setup and Management for Society Administrators

Managing Billing as a Society Administrator

Holly Leavy avatar
Written by Holly Leavy
Updated yesterday

Page: https://settings.agents-society.com

We’re excited to launch our new billing platform, designed to give you complete control over managing users and society subscriptions for your organisation on Kato.

📽️ Watch the overview below for a complete walkthrough.

Part 1: Whats new?

If you're an admin user for your organisation, you’ll notice a new look and additional capabilities in your account settings:

As an admin, you can now:

  • ➕ Add new users to your organisation

  • 🛒 Purchase additional society subscriptions

  • 🔄 Manage, reallocate, or remove society subscriptions

  • 🧾 Access and download all society invoices

  • 📊 Export reports on users and subscriptions

Part 2: Adding new users

Easily search for existing users, add new colleagues to Kato, or export the full user list for external reporting.

  1. Click ‘Add User’.

  2. Fill in all required fields.

  3. Once created, you can:

    • Upgrade them to PRO by emailing billing@kato.app

    • Assign them a society subscription directly (see Part 3 below)

📥 Need to export your user list? Click the ‘Download’ button for an Excel copy that includes subscription details.

Part 3: Society management

Gain full control of society memberships—purchase seats, assign them to users, and track it all seamlessly.

To assign a seat:

  1. Go to the relevant society.

  2. Click ‘Assign Seat’ (only possible if you have available seats).

  3. Search for the user by name or email.

  4. Select and assign the seat.

  5. The user will automatically receive an email to log in.

To purchase additional seats:

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  1. Go to the relevant society.

  2. Click ‘Buy Seats’.

  3. Select the number of seats.

  4. Enter your payment details under ‘Pay Now’.

  5. Download your receipt once the transaction is complete.

  6. Assign the new seats using the steps above.

To remove a user from a seat:

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  1. Search for the user.

  2. Hover over their row and click the ‘X’ on the right-hand side.

  3. Confirm removal.

Part 4: Invoices

Access and manage all billing documentation from one place.

From here, you can:

  • 📥 Download invoices and receipts

  • 📤 Export invoice data

  • 💳 Pay outstanding or overdue invoices

To download a receipt or past invoice, click on the respective ‘Paid’ entry to view and download it directly from the payment portal.

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