Billing Settings and Invoices

How to modify billing settings and find your invoices

To access billing settings and invoices, click 'Billing' (under Settings). 

Only account administrators will be able to access this page. On this page, you will find the 3 following sections:

Subscription
This will detail the current subscription plan and the type of plan for your account (corporate, enterprise etc.), the billing frequency (yearly or monthly), the base price for the account, how many stakeholders the plan accounts for and any relevant notes.

Billing Details

Underneath the Subscription, you will find your billing details. The billing details is the information we keep to be able to bill the company. 

If you would like to to change these details, click 'Edit Billing Details' (green button) at the top of the page.

This page allows you to update the email that will receive the invoices, card details, VAT number and the tax address. When you have entered the information, click 'Update Billing Details'. These changes will now be found on the 'Billings' page.

Payment History

This is where you will find the details of all previous payments, as well as any payments due. This will disclose the payment date, invoice ID, the amount paid/to pay and the payment status. 

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

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