This article covers everything on the Billing page: viewing your plan details, adding or removing screen licenses, and using the billing portal to manage payment methods, billing information, invoices and subscriptions. It also explains how to arrange invoiced billing.
This article covers everything on the Billing page: viewing your plan details, and using the billing portal to manage payment methods, billing information, invoices and subscriptions. It also explains how to arrange invoiced billing.
Billing is split across two places. The Billing page handles your plan summary. The billing portal, which opens from the Billing page, is powered by Stripe and handles payment methods, billing information, invoices and subscription changes.
Accessing Your Billing Settings
Sign in to your account.
Click your user avatar at the bottom of the left-hand sidebar.
Select Settings from the menu that appears.
In the settings sidebar, under Organization, click Billing.
The settings sidebar is grouped into two sections:
Section | Options |
Account | Profile |
Organization | Organization, Users, Billing |
To leave settings and return to the main app, click < Back at the top of the sidebar.
Understanding Your Billing Page
The Billing page opens with a summary card for your current plan. The plan name appears at the top with a Current Plan badge, followed by:
Field | Description |
Price | Your agreed amount for your plan. |
Locations | The locations covered by your plan. |
Plan Name | The name of your plan |
Next Payment | The date your next payment is due. |
One action is available from this page:
Manage Billing opens the billing portal in a new tab, where you can update payment methods, edit billing information, change your subscription and access invoices.
Screens and Locations
Your plan covers unlimited screens across the locations in your agreement — there's no license count to track or manage. To add a new location to your plan, contact your Sales representative.
Opening the Billing Portal
Anything beyond your plan summary and license count is handled in the billing portal.
On the Billing page, click Manage Billing. The button opens the portal in a new tab.
The portal opens on the main billing screen, with four sections:
Current subscription — plan name, price, next billing date, next estimated payment, and a View details link that expands a full line-item breakdown.
Payment method — the card or account on file, or Add payment method if none is saved.
Billing information — the name and email attached to your invoices, with an Update information link.
Invoice history — your past invoices with date, amount, status and description.
Two buttons sit at the top right of the portal: Update subscription and Cancel subscription.
To return to the app at any point, click ← Return to [your organization] in the dark panel on the left.
Adding or Updating Your Payment Method
In the billing portal, click + Add payment method under the Payment method heading.
On the Add payment method screen, choose one of the three tabs: Card, Bank, or Cash App Pay.
Complete the fields for your chosen method.
Click Add to save it, or Go back to return to the portal without saving.
To change an existing payment method, add the new one using the same steps. Your billing details must be filled in completely and match the account you're paying from, or the payment may be declined.
Paying by Card
The Card tab accepts Visa, Mastercard, American Express and Discover. Enter:
Card number
Expiration date (MM / YY)
Security code (CVC)
Country
ZIP code
Adding a card authorizes future recurring payments against it.
Paying by Bank
The Bank tab lets you connect a bank account directly. A promotional banner may appear at the top of this tab offering cash back on a qualifying purchase when you pay by bank. Click View terms for the conditions.
Either search for your bank using the Search for your bank field, or pick from the grid of common institutions shown. You'll be prompted to sign in to your bank to authorize the connection, then click Add.
Paying with Cash App Pay
The Cash App Pay tab displays a QR code. Scan it with the Cash App on your phone and approve the authorization there. Continuing links your Cash App account for future payments, which you can revoke from your Cash App settings.
Invoiced Billing
If you'd prefer to pay by invoice instead of card, bank, or Cash App Pay, invoiced billing is arranged through our Sales team. You can't switch to invoiced billing from the Billing page or the billing portal.
To request invoiced billing, contact our Sales team. Include your organization name and the number of screen licenses you need.
Updating Your Billing Information
The billing information on file determines what appears on your invoices and where billing emails are sent.
In the billing portal, click Update information under Billing information.
Edit any of the following fields:
Name — the organization or individual to bill.
Email — the address that receives invoices and billing notifications.
Address — select a country, then complete the address fields that appear.
Phone number — choose a country code and enter the number.
Click Save, or Cancel to discard your changes.
Important: Keep the billing email address current and monitored. Invoices, renewal reminders and failed-payment notices all go to this address.
Changing Your Subscription
Use this flow to switch between monthly and annual billing, or to move to a different plan.
In the billing portal, click Update subscription at the top right.
On the Update your subscription screen, choose Monthly or Yearly using the toggle at the top. Prices on the plan cards update to match.
Review the available plan cards. Your existing plan is marked with a Current subscription badge and a Selected state.
Click the plan you want. The Subtotal at the bottom updates to reflect your choice. Click Continue and follow the confirmation prompts.
The Continue button stays inactive until you select something different from your current subscription, so you can browse plans and billing frequencies without committing to a change.
Switching from annual to monthly billing generally can't take effect until your current annual term ends. If you need this before your renewal date, contact support
Switching from annual to monthly billing generally can't take effect until your current annual term ends. If you need this before your renewal date, contact support.
Viewing and Downloading Invoices
If you're looking for account statements and upcoming payments, see below for where to find them.
In the billing portal, scroll to Invoice history.
Each row shows the invoice date, amount, a status badge (for example, Paid), and a description of what was billed, such as your plan name or "per licenses" for a license adjustment.
Click View more at the bottom of the list to load older invoices.
Click the search icon at the right of the Invoice history heading to open a Filter invoices field and search your history.
Select an invoice to open it, where you can view or download a PDF copy for your records.
Invoices are also generated automatically and emailed to the billing email address on your account whenever a charge is processed.
Cancelling Your Subscription
In the billing portal, click Cancel subscription at the top right.
The Review your changes screen opens with a Cancel your subscription dialog.
Confirm the subscription listed under Selected subscription is the one you want to cancel.
Under Could you tell us why you're leaving?, choose a Reason from the dropdown:
It's too expensive
I found an alternative
I no longer need it
Other reason
Click Continue to cancellation to proceed, or Go back to keep your subscription.
Cancellation must be completed through this flow. Plans may be subject to notice periods under your agreement.
Troubleshooting
I can't see the Billing page.
This usually means your user permissions aren't set up to view this page or its content. Try clearing your browser cache. If your account has the correct user role and permissions and you still can't see it, contact support.
My payment was declined.
Check that every field was submitted in full and that the address, ZIP or postal code, and expiration date match the payment method exactly. Try a different browser, and contact your bank — cards are sometimes blocked for unrecognized or international charges even after previous successful payments.
FAQ
Where do I find my next payment date?
Two places: the Next Payment field on the Billing page, and Your next billing date in the billing portal's Current subscription section.
Which payment methods are supported?
Card, direct bank connection, and Cash App Pay. Available options may vary by region and account type. If you'd prefer to pay by invoice, see Invoiced Billing.
Why is my next estimated payment different from my monthly price?
Estimated payment accounts for credits, prorated adjustments and discounts on your account. Click View details under Current subscription for the full breakdown.