Manage Billing and Subscriptions

The Billing & Subscriptions section allows company managers and administrators to view billing details, manage payment methods, review transaction history, and process payments directly within the platform.

Overview

From this page, you can:

• View your current billing summary and subscription details.

• Manage and update payment methods.

• Review and export transaction history.

• Make one-time or recurring payments.

Access billing and subscriptions

1. In the upper-right corner, select your profile icon.

2. Choose Billing & Subscriptions from the dropdown menu.
   

View billing details

The Billing panel displays:

• Available Credit

• Next Billing Date

• Monthly Amount

• Estimated Expiration Date

The Subscriptions table lists all active services and their monthly costs.

Manage payment methods

1. Select Manage Payment Methods.
   

2. The Credit Cards panel appears, showing current cards on file.

3. To add a new card or bank account, select Add a Card.

4. Click Add a payment method.
   

5. Choose between Card or US bank account and complete the required fields.
   
   
   

6. Select Add Method to save.

View and filter transactions

1. Select Transactions at the bottom of the Billing & Subscriptions page.
   

2. The Transactions panel opens, displaying all recent billing activities, including invoices and payments.

3. Use the Filter icon to narrow results by date range.

4. To export, select the Export to CSV icon.
   

Make a payment

1. Select Make Payment on the main billing page.

2. Choose a stored credit card from the dropdown list.

3. Select the invoice(s) you wish to pay.

4. (Optional) Add a service amount if needed.

5. Review the Total Amount to Pay and select Make Payment.
   
   
   

If you have questions, please call us at (888) 783-1493, email [email protected], or submit a ticket.