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Billing & Subscription

Payment Methods & Invoices

Managing payment methods, viewing invoices, and billing history.

Accepted Payment Methods

MethodPlans
Credit Card (Visa, Mastercard, Amex)All plans
Debit CardAll plans
ACH Bank TransferProfessional + Enterprise
Wire TransferEnterprise only

Managing Payment Methods

  1. Navigate to SettingsBillingPayment Methods
  2. Add: Click "Add Payment Method" → enter card/bank details
  3. Set default: Click "Make Default" on your preferred method
  4. Remove: Click "Remove" (must have at least one active method)

Invoices

  • Auto-generated on each billing date
  • Downloadable as PDF from SettingsBillingInvoices
  • Emailed to the billing contact automatically
  • Include: plan details, period, amount, tax (if applicable), payment method

Billing Contact

  • Set the email address that receives invoices and billing notifications
  • Can be different from the admin account
  • Navigate to SettingsBillingBilling Contact