Your organization
Subscription
Change payment details
8 min
the organization dashboard lets you change your payment information at any time {{product name}} accepts the following payment methods credit card valid for the following monthly and annual subscriptions extra credits ach direct debit (us bank accounts) valid for monthly and annual subscriptions only enter credit card payment details in the left sidebar, click org click update payment method , or add payment method if you're on a free plan under select new payment method type , select credit/debit card under set as default fields, select yes if you want to use the card as your default payment method for subscriptions and extra credits click ok in the checkout screen, enter the required information click save card upon completing the instructions, a notification confirming the change appears in the lower right corner enter ach direct debit (us) details in the left sidebar, click org click update payment method , or add payment method if you're on a free plan under select new payment method type , select ach direct debit under set as default for subscriptions , select yes if you want to use this account as your default payment method click ok in the checkout screen, enter the required information click set up bank account upon completing the instructions, a notification confirming the change appears in the lower right corner change your billing address if you're an organization owner or admin, you can change your billing address in {{product name}} at any time in the left sidebar, click org click the three dots next to organization settings , and select change billing details from the dropdown menu enter your information in the allocated spaces (email, name, address) if you have a company account, select yes under i am a business if you want {{product name}} to issue the invoice to your company (and not to you personally), make sure to add your company name and company tax id click save the new billing information is automatically reflected in your next invoice only customers in the us pay sales tax we calculate sales tax based on your zip code change your billing email by default, {{product name}} sends invoices for payments to the email address the organization owner provided when creating the organization if you're an organization owner or admin, you can change your billing email in {{product name}} at any time to change your billing email in the left sidebar, click org click the three dots next to organization settings , and select change billing details from the dropdown menu in the dialog, update the email field with your new billing email, and update other fields if needed click save your new billing email is automatically taken into account for your next invoice what to do if your payment fails if {{product name}} is unable to process your payment, you will receive an email there is a seven day grace period to update your payment method when the grace period ends, your subscription is automatically canceled if you use ach direct debit for a failed payment, your subscription is renewed, but may be canceled if the new ach payment fails if your payment fails, follow these steps in the left sidebar, click org navigate to the payments tab click finish payment in the new tab, follow the on screen instructions to enter a new payment method you can enter either credit card or direct debit payment information review the information you entered click pay to begin the transaction confirm the payment by checking the payments tab ach direct debit payments take up to five business days to complete as a result, the payments tab may not reflect a recent direct debit payment view and download invoices you can download past invoices from the payments tab in your organization in the left sidebar, click org navigate to the payments tab click pdf for the invoice you want to download your browser automatically downloads the pdf file check your downloads folder or your browser's downloads tab to find the file ach direct debit payments take up to five business days to complete as a result, the payments tab may not reflect a recent direct debit payment