Settings: Company Billing Overview

Created by Stefan Perchinkov, Modified on Wed, 26 Feb at 6:12 AM by Stefan Perchinkov

This article provides a clear and actionable guide to effectively managing billing within your account. Whether you're overseeing subscriptions, handling payment methods, or monitoring transaction history, this guide offers step-by-step instructions to streamline financial management and ensure seamless operations.

How to Use the Billing Features

Step 1: Access the Billing Dashboard

Navigate to Settings (bottom left) and access the billing section within your account. This dashboard serves as your one-stop location for all financial management tasks.

Step 2: Manage Subscriptions

Select the subscription type you want to manage (SaaS, reselling, or marketplace apps).
Modify or cancel plans as needed.

Step 3: Add or Update Payment Methods

Go to the payment methods section.
Add a new card, delete unused ones, or set a primary card.

Step 4: Update Billing Information

Open the billing information tab.
Modify your billing address to reflect accurate and up-to-date details.

Step 5: Review Transaction History

Access the charges and transaction history tab.
Download invoices or review past spending for better budget management.

Step 6: Monitor and Recharge Wallet Balances

Check your current wallet balance.
Add funds in bulk or set up automatic recharges to avoid service interruptions.

Pro Tips

1. Set a Default Payment Method: Ensures seamless automatic payments and minimizes failed transactions.

2. Schedule Regular Reviews: Check your subscription list and transaction history monthly to stay updated.

3. Enable Notifications: Opt for alerts when wallet credits are running low or a transaction fails.

4. Keep Billing Information Accurate: Outdated details can result in compliance issues or interrupted services.

Frequently Asked Questions

Q: How do I add a new payment method?
Go to the Payment Methods section in the Billing area, select "Add New Card," and provide the required card information.

Q: Can I manage multiple subscriptions at the same time?
Yes, you can oversee multiple subscriptions, including SaaS, Reselling, and Marketplace apps, directly from the Subscriptions section.

Q: What steps do I follow to update my billing address?
Navigate to the Billing Information section within Billing, click "Edit," and make the necessary changes to your billing address.

Q: How can I access my past invoices?
Visit the Charges and Transaction History section in Billing to view or download your previous invoices.

Q: What’s the process for adding funds to my wallet?
Head to the Wallet section, select "Add Funds," and follow the instructions to deposit the desired amount into your wallet balance.