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💳 How to Manage Billing, Invoices, and Payment Methods in ALOHA®

billing, invoices, payment-methods, credit-card, bank-account, update-billing

Kyle Davidson avatar
Written by Kyle Davidson
Updated over 2 weeks ago

Learn how to view your past invoices, update your credit card or bank account information, and understand how account credits appear on your bill in ALOHA.


✨ When You Need This Guide

This guide is helpful if you are asking any of the following questions:

  • How do I download or view my monthly invoices?

  • I have a new credit card; how do I update it in the system?

  • Can I pay my bill using a bank account?

  • Why did I receive an invoice if I have an account credit?

  • Does ALOHA accept checks for payment?

What This Covers (And What It Doesn't)

  • ✅ This guide covers viewing invoices, adding credit cards or bank accounts, and understanding payment types.

  • ❌ This guide does not cover how to change your specific subscription plan or contract terms.

You'll Need:

  • Your ALOHA login credentials.

  • Your new credit card or bank account details (if updating).


✅ Managing Your Billing and Payments

Managing your financial details in ALOHA is simple. Follow these steps to access your billing hub, view history, or update your payment method.

1. Access the Billing Tab

  • Log in to your ALOHA account.

  • Click the Gear icon (⚙️) located in the top-right corner.

  • Select Billing from the dropdown menu.

2. View Your Invoices

  • Once on the Billing page, scroll down to the bottom.

  • You will see a list of your invoices.

  • Click on an invoice to view the details or verify the status of recent payments.

3. Update Your Payment Method You can pay via Credit Card, Debit Card, or Bank Account.

  • To Add a Credit or Debit Card: Scroll to the bottom of the page, click + Add Credit Card, enter your details, and mark it as Primary to ensure it is used for future charges.

  • To Add a Bank Account: Scroll to the bottom of the page, click + Add Bank Account, enter your info, and mark it as Primary.


💡 Common Questions

What You Might Notice

Why It's Happening

What to Do

I received an invoice even though I have a credit.

ALOHA sends invoices for transparency, even if the balance due is $0.00.

Open the invoice and look for the line items. You will see the standard charge followed by a line item showing the credit applied.

My old card was charged instead of my new one.

The new card might not be set as the default payment method.

Go back to the Billing tab and ensure your new card is marked as Primary.


🎉 You'll Know It's Working When

  1. You can see a list of your past invoices at the bottom of the Billing page.

  2. Your new Bank Card or Bank Account is listed and tagged as Primary.

  3. You receive a confirmation that your billing information has been updated.


💬 Need Help? We're Here!

If you have any trouble updating your billing or have questions about an invoice, our support team is ready to help.

Contact us: 800-563-0469 or support@getaloha.com


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