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CashDeck Invoices

View and download copies of your invoices and add a payment method.

Danielle Forrest avatar
Written by Danielle Forrest
Updated this week

The Billing Tab

The Billing page is where you can add a payment method and view invoices and payments.

At the top of the page details for our standard 'Silver' plan. If you are using a custom plan, you can view your actual plan in your invoice.

Quick Notes On Billing

Payment methods are available as follows.

  • credit/debit card

  • direct EFT (available for 6+ months)

  • Arranged via Aggregator

Billing is at a Partner level. Partner accounts with multiple brokers/users will have multiple subscriptions included in your invoice.

A Partner account supports a single set of branding. If you require multi-brand support, you will need separate CashDeck accounts. This doesn't affect costs.

Your account will automatically suspend after 14 days for non-payment of your subscription. To ensure there is no interruption to your service, a valid payment method will need to be added to your account.

Scroll down to find copies of your invoice (click on the Printable Version button to generate a PDF). Payments are listed here also.

The invoice at the top of your list will be marked as Open. This is the invoice for the current billing month. As new requests are completed, they are added to your invoice.

If you have any billing questions or need to cancel your subscription, message us via online chat.

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