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Managing billing information on OneUp

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 this week

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 Billing page, find the Manage menu on the top navigation menu, then select Billing.

On the new page, you will be presented with the following options:
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  • You can update your 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 previous 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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