Self-Serve Invoiced Sponsors (#40020)

Co-authored-by: github-actions <github-actions@github.com>
Co-authored-by: Jules <19994093+jules-p@users.noreply.github.com>

content/billing/managing-billing-for-github-sponsors/index.md

@@ -12,5 +12,5 @@ children:
   - /about-billing-for-github-sponsors
   - /upgrading-a-sponsorship
   - /downgrading-a-sponsorship
+  - /setting-an-end-date-to-a-sponsorship
 ---
-

content/billing/managing-billing-for-github-sponsors/setting-an-end-date-to-a-sponsorship.md

@@ -0,0 +1,24 @@
+---
+title: Setting an end date to a sponsorship
+intro: You can set an end date to an existing or new sponsorship.
+versions:
+  fpt: '*'
+  ghec: '*'
+type: how_to
+topics:
+  - Sponsors
+shortTitle: Setting an end date
+---
+
+You can set an end date to your sponsorship. The end date assigned will be the last date for which you will be charged for that sponsorship, but the sponsorship will show active for another month. For example, if October 2023 is set as the end date, the last sponsorship will be charged in October 2023, but the sponsorship will be shown as active until November 2023. For more information about setting an end date to a new sponsorship, see "[AUTOTITLE](/sponsors/sponsoring-open-source-contributors/sponsoring-an-open-source-contributor)."
+
+## Setting an end date for an existing sponsorship
+
+{% data reusables.organizations.navigate-to-org %}
+{% data reusables.organizations.navigate-to-sponsoring %}
+1. Next to the sponsorship you want to set an end date for, click **Manage**, and then **Manage sponsorship**.
+
+   ![Screenshot of a sponsorship. The "Manage" dropdown menu is expanded and "Manage sponsorship" is outlined in dark orange.](/assets/images/help/sponsors/manage-sponsorship.png)
+
+{% data reusables.sponsors.setting-an-end-date %}
+{% data reusables.sponsors.update-sponsorship %}

content/sponsors/sponsoring-open-source-contributors/attributing-sponsorships-to-your-organization.md

@@ -16,10 +16,7 @@ shortTitle: Attribute sponsorships
 ---
 
 1. Navigate to the organization whose sponsorships you want to attribute to another organization.
-1. Under your organization name, click {% octicon "heart" aria-hidden="true" %} **Sponsoring**.
-
-   ![Screenshot of the "{% data variables.product.prodname_dotcom %}" organization's home page. A menu tab, labeled "Sponsoring," is outlined in dark orange.](/assets/images/help/sponsors/sponsoring-tab.png)
-
+{% data reusables.organizations.navigate-to-sponsoring %}
 1. In the sidebar, click {% octicon "gear" aria-hidden="true" %} **Settings**.
 
    ![Screenshot of the sponsorship overview page for @octo-org. A sidebar tab, labeled "Settings," is outlined in dark orange.](/assets/images/help/sponsors/sponsoring-settings-tab.png)

content/sponsors/sponsoring-open-source-contributors/paying-for-github-sponsors-by-invoice.md

@@ -13,16 +13,72 @@ redirect_from:
   - /sponsors/sponsoring-open-source-contributors/paying-for-github-sponsors-via-invoice
 ---
 
-Organizations can use an invoice method to participate in the {% data variables.product.prodname_sponsors %} program. A minimum spend of 5,000 US dollars per year on sponsoring is required to be invoiced for sponsorships.
+## About paying for {% data variables.product.prodname_sponsors %} by invoice
 
-When an organization pays by invoice, they will not be charged the 3% credit card processing fee that applies to sponsorships from organization accounts. For more information about sponsorship fees, see "[AUTOTITLE](/sponsors/sponsoring-open-source-contributors/sponsoring-an-open-source-contributor#sponsorship-fees)."
+Organizations can use an invoice method to participate in the {% data variables.product.prodname_sponsors %} program.
 
-Sign up to pay by invoice by contacting {% data variables.contact.contact_support %}.
+When an organization pays by invoice, they will not be charged the 3% credit card processing fee that applies to sponsorships from organization accounts. The 3% {% data variables.product.company_short %} service processing fee still applies to invoiced billing. For more information about sponsorship fees, see "[AUTOTITLE](/sponsors/sponsoring-open-source-contributors/sponsoring-an-open-source-contributor#sponsorship-fees)."
 
-Organizations paying by invoice will be invoiced separately for their {% data variables.product.prodname_sponsors %} payments and their other payments to {% data variables.product.company_short %}. Organizations can be invoiced for sponsorships and pay via credit card for other payments to {% data variables.product.company_short %}.
+Organizations paying by invoice are invoiced separately for their {% data variables.product.prodname_sponsors %} payments and their other payments to {% data variables.product.company_short %}. Organizations can be invoiced for sponsorships and pay via credit card for other payments to {% data variables.product.company_short %}.
 
-## Understanding your Sponsors invoice
+### Requirements
 
-Payments to {% data variables.product.prodname_sponsors %} are invoiced through Stripe.
+- The organization needs to sign the sponsorship agreement which is a 3 year commitment. The {% data variables.product.company_short %} Invoiced Sponsor Agreement is separate from other services.
+- The organization needs a minimum spend of 5,000 US dollars (USD) per year on sponsoring.
+- The organization needs to pay the invoice within 30 days.
 
-Sponsors will receive an invoice by email from Stripe, Inc. This invoice is separate from the one you receive for {% data variables.product.product_name %} services, and may have a different payment date.
+Once the organization reaches the yearly minimum spend, they can opt out of being invoiced for the rest of the year.
+
+## Switching to paying by invoice
+
+If your organization currently pays for {% data variables.product.prodname_sponsors %} by credit card, you can switch to paying by invoice. Switching to paying by invoice will not affect the billing schedule for other {% data variables.product.company_short %} products like {% data variables.product.prodname_actions %} or {% data variables.product.prodname_registry %}.
+
+{% note %}
+
+**Note:** Changing your payment method to invoiced billing will cancel your current sponsorships and your current sponsored projects will receive a cancellation email. You will need to set up your sponsorships again after switching to paying by invoice. You can view your recently canceled sponsorships in your past sponsorships list. Additionally, {% data variables.product.prodname_dotcom %} will email you a list of your active sponsorships prior to switching to invoiced billing. You can re-sponsor projects by importing that list into the bulk sponsorship tool. For more information, see "[AUTOTITLE](/sponsors/sponsoring-open-source-contributors/sponsoring-an-open-source-contributor#sponsoring-accounts-in-bulk)."
+
+{% endnote %}
+
+{% data reusables.profile.access_org %}
+{% data reusables.profile.org_settings %}
+1. In the "Access" section of the sidebar, click **{% octicon "credit-card" aria-hidden="true" %} Billing and plans**.
+1. Scroll to the "{% data variables.product.prodname_sponsors %}" section and click **Switch to invoiced billing**.
+1. Fill out the form and click **Continue**.
+1. Read the {% data variables.product.company_short %} Invoiced Sponsor Agreement, select **I, FIRSTNAME LASTNAME, agree to the {% data variables.product.prodname_sponsors %} terms above on behalf of the @ORGANIZATIONNAME organization. By continuing, I certify that I am authorized to enter into this agreement on behalf of the organization** and click **Continue**.
+1. To download a list of your current sponsorships to make it easy to re-sponsor projects with the bulk sponsor tool, click **Download CSV**.
+1. Click **Switch to invoiced billing**.
+
+When the process is complete, all organization owners will receive an email with a link to create an invoice.
+
+## Creating a new invoice
+
+To add money to your balance, you need to create an invoice. You can then use your balance to pay for sponsorships. The minimum amount for an invoice is $5,000 USD. A 3% {% data variables.product.company_short %} service processing fee is subtracted from the invoice amount.
+
+1. Navigate to the organization you want to create an invoice for.
+{% data reusables.organizations.navigate-to-sponsoring %}
+1. In the sidebar, click **{% octicon "credit-card" aria-hidden="true" %} Invoices**.
+1. To create a new invoice, click **Create an invoice**.
+
+   ![Screenshot of the "Invoices" page for {% data variables.product.prodname_sponsors %}. A button, labeled "Create an invoice," is outlined in dark orange.](/assets/images/help/sponsors/sponsors-create-an-invoice.png)
+
+1. Enter the amount you want to add to your balance. The PO number is optional.
+1. Click **Create invoice**.
+
+Click on the invoice amount to view and pay the invoice. The invoice will also be sent to the billing email address for your organization.
+
+## Paying for {% data variables.product.prodname_sponsors %} by invoice
+
+Once you have paid the invoice, you can use your balance to sponsor accounts. The process for sponsoring accounts is the same as for organizations paying by credit card. The only difference is that you will see "Invoice balance" listed as the payment method. For more information, see "[AUTOTITLE](/sponsors/sponsoring-open-source-contributors/sponsoring-an-open-source-contributor)."
+
+## Viewing your {% data variables.product.company_short %} Invoiced Sponsor Agreement
+
+You can view your {% data variables.product.company_short %} Invoiced Sponsor Agreement and the expiration date at any time. The {% data variables.product.company_short %} Invoiced Sponsor Agreement lasts for 3 years before it needs to be renewed.
+
+1. Navigate to the organization.
+{% data reusables.organizations.navigate-to-sponsoring %}
+1. In the sidebar, click {% octicon "graph" aria-label="The graph icon" %} **Insights**.
+1. Under your balance, click **{% data variables.product.company_short %} Invoiced Sponsor Agreement** to view the agreement.
+
+## Understanding your {% data variables.product.prodname_sponsors %} invoice
+
+Payments to {% data variables.product.prodname_sponsors %} are invoiced through Stripe. Organizations will receive an invoice by email from Stripe, Inc. This invoice is separate from the one you receive for {% data variables.product.product_name %} services, and may have a different payment date.

content/sponsors/sponsoring-open-source-contributors/sponsoring-an-open-source-contributor.md

@@ -82,8 +82,9 @@ Before you can sponsor an account, you must have a verified email address. For m
 {% data reusables.sponsors.select-a-tier %}
 {% data reusables.sponsors.pay-prorated-amount %}
 {% data reusables.sponsors.select-sponsorship-billing %}
+{% data reusables.sponsors.setting-an-end-date %}
 {% data reusables.sponsors.who-can-see-your-sponsorship %}
-{% data reusables.sponsors.choose-updates %}
+{% data reusables.sponsors.choose-updates %}<br><br>
 
    {% note %}
 
@@ -131,7 +132,7 @@ Before you can sponsor an account, you must have a verified email address. For m
 {% data reusables.sponsors.select-sponsorship-billing %}
 
 1. In the "Who can see your sponsorships?" section, choose a visibility option.
-1. Decide whether you want to receive email updates from the sponsored accounts, then select or deselect **Receive email updates from the maintainers you're sponsoring**.
+1. Decide whether you want to receive email updates from the sponsored accounts, then select or deselect **Receive email updates from the maintainers you're sponsoring**.<br><br>
 
    {% note %}
 

data/reusables/organizations/navigate-to-sponsoring.md

@@ -0,0 +1,3 @@
+1. Under your organization name, click {% octicon "heart" aria-hidden="true" %} **Sponsoring**.
+
+   ![Screenshot of the "{% data variables.product.prodname_dotcom %}" organization's home page. A menu tab, labeled "Sponsoring," is outlined in dark orange.](/assets/images/help/sponsors/sponsoring-tab.png)

data/reusables/sponsors/select-sponsorship-billing.md

@@ -1,3 +1,3 @@
-1. In the "Billing information" and "Payment method" sections, review your payment details.
+1. In the "Billing information" and "Payment method" sections, review your payment details. If your organization pays for {% data variables.product.prodname_sponsors %} by invoice, "Invoice balance" will be listed as the payment method.
 
     Optionally, to change the payment details for your entire account on {% data variables.location.product_location %}, in the "Payment method" section, click **Edit**. Then, follow the prompts to complete the payment form.

data/reusables/sponsors/setting-an-end-date.md

@@ -0,0 +1 @@
+1. To set an end date for the sponsorship, select **Set a sponsorship end date** and choose a month and year.