Configure bill-to-parent subaccount spending limits

When configuring the bill-to-parent subaccount, you can control the subaccount's certificate spending.

Before you begin

To set up the bill-to-parent subaccount's spending, use one of these options:

  • Set up a negative account limit for the subaccount
    The subaccount can continue to buy certificates until they hit the negative account limit. Once the limit is reached, they need pay off the negative limit to continue buying certificates.

Negative account limits in bill-to-parent subaccounts do not reflect an account balance against DigiCert, but against the parent account.

  • Set up an account balance workflow for the subaccount
    The subaccount must deposit funds to their account before they can begin buying certificates. To continue buying certificates, they must maintain a positive account balance.
    This is a two-step process: set the bill-to-parent subaccount account limit to zero and then, add funds to the account.

You can also add funds to a bill-to-parent account with a negative account limit if they can spend more funds then they have paid up front.

  • Set up unlimited spending for the subaccount
    Subaccount can order as many certificates as needed. For unlimited spending, use the Unlimited – do not limit spending for this subaccount option.

Configure bill-to-parent subaccount spending limits

You can configure the negative account limit or set up the account balance workflow when creating the bill-to-parent subaccount. You can also edit an existing bill-to-parent subaccount and configure the negative account limit or set up the account balance workflow.

New bill-to-parent subaccount

  1. In the left main menu, go to Subaccounts > Subaccounts.

  1. On the Subaccounts page, click Create subaccount.

  1. On the Create subaccount page under Product billing, select Bill "to your account option".

  1. Under Subaccount spending limits, select Limited - set a negative balance limit for the subaccount's spending.

For unlimited spending, select Unlimited – do not limit spending for this subaccount.

  1. Configure the negative account limit or set the account limit to zero.

For the account balance workflow, this is a two-step process: set the bill-to-parent subaccount account limit to zero and then, deposit funds in the account. See Add funds to the account balance.

  1. When you are finished configuring the new bill-to-parent subaccount, click Save.

Existing bill-to-parent subaccount

  1. In the left main menu, go to Subaccounts > Subaccounts.

  1. On the Subaccounts page, click the organization name of the subaccount.

  1. On the subaccount details page, click Edit.

  1. On the Edit subaccount page under Product billing, select the Bill "to your account option".

For unlimited spending, select Unlimited – do not limit spending for this subaccount.

  1. Under Subaccount spending limits, select Limited - set a negative balance limit for the subaccount's spending.

  1. Configure the negative account limit or set the account limit to zero.

For the account balance workflow, this is a two-step process: set the bill-to-parent subaccount account limit to zero and then, deposit funds in the account. See Add funds to the account balance.

  1. Scroll to the bottom of the page and click Save.

Manage bill-to-parent account spending limit

Once you've configured the spending limit for the bill-to-parent subaccount, manage the spending limit from the subaccount details page.

Add funds to the account balance

  1. In the left main menu, go to Subaccounts > Subaccounts.

  1. On the Subaccounts page, click the organization name of the subaccount.

  1. On the subaccount details page, click Add account balance.

  1. In the Add account balance to subaccount window, add funds to the subaccount's account balance.

In the bill-to-parent subaccount, this displays an account balance to track spending. These are not real funds.

  1. Click Save.

Adjust the negative account limit

  1. In the left main menu, go to Subaccounts > Subaccounts.

  1. On the Subaccounts page, click the organization name of the subaccount.

  1. On the subaccount details page, click Edit.

  1. On the Edit subaccount details page, in the Product billing section adjust the negative account limit.

  1. Scroll to the bottom of the page and click Save.