How to Manage Your Subscription, Payment Methods, and Billing Details

Prerequisites

• You must be logged into your account.
• You typically need administrative or billing permissions to view the Subscription tab.

Step-by-Step Guide

1. Navigate to the Subscription Menu
   From your main dashboard, locate the left-hand sidebar menu. Click on Subscription to access your plan details.

2. Access the Customer Portal
   On the Subscription page, you will see a section titled "Manage Subscription." Click the blue Open Customer Portal button.

   • Note: This will redirect you to a secure billing page (powered by Stripe) outside of the main application.

3. Add or Update a Payment Method
   Once inside the portal, look for the "Payment Methods" section (top right).

   • Click on Add payment method (often indicated by a + icon).
   • Enter your card number, expiration date, CVC, and cardholder country.
   • Click Add to save the new card.

4. Update Billing Information & Tax ID
   Locate the "Billing Information" section below the payment methods.

   • Click on Update information (or the pencil icon).
   • Here you can modify your Billing Address (Street, City, Postal Code, Country) and the email address used for receipts.
   • To add a tax number, click the dropdown under Tax ID, select your ID type (e.g., VAT, GST), and enter the number.
   • Click Save to apply these changes to future invoices.

5. View and Download Invoices
   Scroll to the bottom of the portal to find the "Invoice History" section.

   • This list shows all past payments.
   • Click on the date or the download icon next to a specific invoice to view a PDF copy.

6. Return to the Dashboard
   When you have finished managing your billing details, click the Return to [Project Name] link on the left side of the screen to exit the portal and go back to your main dashboard.

Tips / Outcome
After completing these steps, your billing details will be immediately updated. Any new invoices generated will reflect the updated address and Tax ID, and subscription fees will be charged to your newly selected payment method.