Billing tab

On the Billing tab, the user can view and edit billing settings, billing contact, and service provider information, payment methods, adding cards and information about invoices.

Editing Billing settings

1. Go to the Billing tab.
2. Click Edit in general.
3. Name, Address, Email, Tax id and Phone can be edited.
4. Click Save.

Editing Billing contact

1. Go to the Billing tab.
2. Click Edit in Billing contact.
3. First name, Last name, Email, Phone and Title can be edited.
4. Click Save.

Adding Card

1. Go to the Billing tab.
2. Click Add card in the payment method.
3. Input the Card number, month and year, CVC, Name on card.
4. Click Save Card.

Removing Card

1. Go to the Billing tab.
2. Select a card in payment method.
3. Click Remove.
4. Click Remove Payment Method in the Remove Card modal window.

Note

The Payment Method section is visible to the users whose provider is connected to the Stripe electronic payment system.

Roles and Permissions

Action	Member	Admin	Billing	Operator	Owner
View Billing Settings Information		✔	✔	✔	✔
Edit Billing Settings		✔	✔	✔	✔
Edit Billing Contact Information		✔	✔	✔	✔
Edit/Remove Payment Method		✔	✔	✔	✔
View/Export Invoices		✔	✔	✔	✔