Managing Payments and Subscriptions
Manage your payment details
View Invoices
Handle Subscriptions using the Stripe customer portal (integrated into the Take Command platform)
To update your payment details:
Login to Your Account
Navigate to Settings > Billing
Click on "Update Payment Details": Under the Billing section.
By clicking this option, you will be redirected to Stripe's customer portal.
Managing Subscriptions and Invoices
Invoice statuses provide insights into the payment status of invoices generated for subscriptions. Within the customer portal, you can perform the following actions:
Paid: Indicates that the customer has successfully completed payment during checkout.
Unpaid/Subscription/Open: Denotes invoices that have not been paid yet or are associated with ongoing subscriptions.
Retry/Failed: Represents invoices where payment attempts have failed initially, and Stripe retries the payment automatically.
Draft: Invoices are placed in draft mode when an account is in collection status. Stripe does not automatically update payment information for these invoices.
Pay Now Button
For invoices that are past due, Stripe provides a "Pay Now" button to facilitate immediate payment.
Editing Billing Information
To edit your billing information, including updating default payment methods or adding new ones (such as credit cards or ACH):
Edit Billing Information:
Navigate to the appropriate section within the customer portal to modify your billing details.
You may set a new default payment method or add additional payment methods as needed.
ACH Payments
Accept payments from customers with US bank accounts using ACH, ensuring wider accessibility to our services.
Billing Address Requirement
Customers must provide a valid billing address, which is necessary for assessing sales tax accurately.
Tax automatically calculates the taxes on all purchases and subscriptions accumulated during a Checkout session
Quarterly compliance is an optional add-on product.
