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How do I access and update billing information?
How do I access and update billing information?

If you are a user with permission to manage billing, you can get to invoices and other info from within the platform.

Tom Moverley-Foster avatar
Written by Tom Moverley-Foster
Updated over 7 months ago

Accessing the Billing page

To access the Billing page, you must have permissions to view it. By default, this is disabled for all users.

We recommend you create a unique Billing role to apply to select users at your business who are trusted with billing and finances. Learn how to configure permissions and create a new role here.

To get to the billings page, go to your Profile icon on the right of the navigation bar, then click Billing.

When you click on billing, you will be directed to a page with the following options:
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  • You can update the billing information, including email address in the Account Information tab.

  • If the billing address for your payment method has changed, you can update this in the Billing & Shipping Address tab.

  • Payment Methods is where you can change your method of payment.

  • Billing History is where you can view invoices, and download them if needed.

Troubleshooting ✨

If you still require help on this topic, get in touch with our support team via the chat. We'll be happy to help! 💙

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