How to access billing settings and invoices

Locate your subscription details, download invoices and change your payment method

First navigate to the 'Billing' page under the 'Settings' header. 

Screenshot 2021-02-22 at 14.41.50

Please note that only account administrators will be able to access this page.

On this page, you will find the 3 following sections:

  1. Subscription/Stakeholders
  2. Billing Details
  3. Payment History

1. Subscription/Stakeholders

The subscription section details:

  • Plan type: this is the type of plan your account is associated to (starter, corporate, or enterprise)
  • Billing frequency: how often you are billed 
  • Base price per year: your total subscription cost for the year
  • Stakeholders: the amount of stakeholders you have registered on Capdesk

    Screenshot 2021-02-22 at 14.49.12

Active shareholders are those who have signed up to Capdesk.

2. Billing Details

Underneath this section, you will find your billing details. 

Screenshot 2021-02-22 at 14.52.15

If you would like to to change these details and the billing email address, click 'Edit Billing Details' at the top right area of the page:

Screenshot 2021-02-22 at 14.54.41-1

Here you can choose to amend your payment method and either pay by invoice or pay by card.

If you choose to pay by invoice, please note you will not be able to access the account until this is paid. 

If you would like to pay by card, you will need to enter your card details, as shown in the screenshot below:

Screenshot 2021-02-22 at 14.58.23-1

You can then input a VAT number if relevant as well as adding the correct tax address. 

Screenshot 2021-02-22 at 15.01.43

Once you have finished amending, please ensure you select 'Update Billing Details' to save the data you have added.

3. Payment History

Within this section you can find the details of all previous payments, as well as any payments that are due or overdue. You will see the payment date, invoice ID, the amount paid/to pay and the payment status. 

Screenshot 2021-02-22 at 15.07.18

If you click on the invoice ID, you will be able to download the invoice as a PDF to use at your own discretion.

Screenshot 2021-02-22 at 15.10.28


If you need further assistance, you can reach out to us by submitting a support ticket.