Payments & Requests

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Learning requests

When employees request paid external content, requests flow through an approval process.

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Request statuses

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Managing requests

From Admin → Budget → Requests:

• View all pending requests with user, amount, type, and provider
• Approve or Reject with an optional note
• Request more information from the requester
• Bulk approve multiple requests
• Filter by status, user, date, or amount

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Why a request needs approval

When you select Approve, the Approve Request dialog explains in plain language why the request needs approval under your credit policy. Each approval step lists the reasons that apply, for example:

• “This request costs $500, which is above the$300 limit set by this policy.”
• “This is a Coaching request. Requests of this type need approval under this policy.”
• “This request is from Udemy, a provider that requires approval under this policy.”
• “This request is a monthly subscription, which always needs approval under this policy.”

If the policy has an extra note, it shows under the reason as Additional info. When a request has several approval steps, each step is numbered.

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Subscription requests

For a subscription longer than one month, the approval dialog shows the number of monthly payments, the monthly price, and the total. In the request, Payment Details lists the Monthly payment, the Total (6 months), and, once the card has been charged, Charged so far.

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Cancel a request for an inactive user

If a user is no longer active, you can cancel their open requests so the budget goes back to the credit.

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Payments

The Payments section tracks invoicing and payment processing:

• View invoices from content providers
• Record payments
• Track payment status
• Export billing reports for accounting

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Filter payments by credit name

Each payment shows the Credit name of the credit its request drew from. To see the payments for one credit:

1. Open Admin → Budget → Payments.
2. Open the filter on the Credit name column.
3. Type part of the credit name. To match one name exactly, put it in quotes.

The filter applies to all payments in your date range, not only the current page. Other columns, such as User, Training, Charged Provider, and Request ID, have filters too.

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Invoice breakdown by user attribute

If your organization is invoiced per department, location, or another user attribute, Juno support can turn on an invoice breakdown for you. Each new payment then keeps the payer’s value of that attribute at the time of payment, so invoices stay correct after people move. A refund is credited to the same value as the original charge. With a breakdown on:

• The payments table has a column for the attribute, included in the CSV export.
• The Company Payment Summary has a filter for each value. The amount and the table both follow it. Payments without a value show as Unassigned.
• In the pre-paid balance timeline, each monthly charge shows its amount per value.

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Stripe purchases

If your organization sells learning through Stripe, Admin → Content → Purchases lists every purchase of a priced Course or Journey. It’s separate from the Payments tab, which tracks learning budget spend. The table shows the Purchase date, Course / Journey, Type, Buyer, Email, Amount, Currency, Status, and Stripe reference of each purchase. Each column has a filter. Statuses are Paid, Pending, and Refunded. Select the Clear all filters icon to reset them, and the Export to CSV icon to download the rows that match. Purchases made by managers to assign priced content are listed here too. The buyer is the manager who paid. See Paying when you assign priced content. To connect Stripe and set prices, see Stripe.