Billing tab

On the Billing tab, the user can view and edit billing settings, contact information for billing and the service provider, manage payment methods, add bank cards, and view invoice details.

Editing Billing settings

1. In the Billing Settings window;
2. Click Edit;
3. The fields Name, Address, Email, Tax id and Phone can be modified;
4. Click Save.

Important

The Tax id field can only be modified before a payment method is added.

Editing Billing contact

1. In the Billing contact window;
2. Click Edit;
3. The fields First name, Last name, Email, Phone and Title can be modified;
4. Click Save.

Adding Card

1. In the Payment Method window;
2. Click Add card;
3. Input the Card number, card expiration date, CVC, Name on card;
4. Click Save Card.

Removing Card

1. Select a card in the Payment Method window;
2. Click Remove.
3. Confirm Remove Payment Method in the Remove Card modal window.

Payment Method section visibility

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	Owner	Operator
View Billing Settings Information	-	-	✔	✔
Edit Billing Settings	-	-	✔	✔
Edit Billing Contact Information	-	-	✔	✔
Edit/Remove Payment Method	-	-	✔	✔
View/Export Invoices	-	-	✔	✔