Manage payment methods and invoices easily
The Billing section is where you can manage everything related to your payment methods, invoices, and purchased plans, all from one place. Once you navigate here, you’ll notice two main tabs at the top: My Products and Payment & Invoices. Let’s walk through what each one helps you do.
Let’s talk about the My Products tab. This is where you’ll see which product plans are currently active on your account. You’ll be able to view all your active plans here and get access to their usage details.
Under the Payment & Invoices tab, you can view and manage your saved payment methods.
Only Admins can manage all billing and payment settings. These includes;
- Add or remove payment methods
- Set a default payment method
- View and download QuickBooks transaction history
So if you're an Admin, you can add a new payment method using the “Add payment method” button on the right. If you’ve already subscribed to a self-starter plan, you’ll see a transaction history powered by Stripe. This table provides key details including invoice number, product name, payment date, amount, and payment status (e.g., Paid or Pending). If nothing has been charged yet, the table will show “No rows to show.”
Actions available to both admins and team members are;
- Viewing Stripe transaction history
- Downloading Stripe transactions
Team members do not have access to payment method management or QuickBooks transactions.
Keep in mind!
If your payment method expires or fails, you may lose access to active plans. Update your payment info in advance to prevent disruptions.
Looking for a receipt or confirmation for a payment? Head back to the Payment & Invoices tab and find everything listed neatly in the Stripe Transaction History section.
Need help with your invoices or can’t see your plan? Open the live chat—we're always here to support you.