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How to Manage Payment Methods and Invoices

Last updated: 2026-03-30
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Payment Methods & Invoices


Manage your billing information and access past invoices.


Adding a Payment Method

  • Go to Settings > Billing > Payment Methods
  • Click "Add Payment Method"
  • Enter your credit or debit card details
  • Click "Save"

  • We accept Visa, Mastercard, American Express, and Discover. All payments are processed securely through Stripe.


    Updating Payment Information

    Click the edit icon next to your existing payment method to update card details. You can also set a different card as your default payment method.


    Viewing Invoices

  • Go to Settings > Billing > Invoices
  • View a list of all past invoices
  • Click any invoice to view details or download a PDF

  • Invoice Details

    Each invoice includes:

  • Billing period
  • Plan name and agent count
  • Per-agent price
  • Any prorated charges or credits
  • Total amount charged
  • Payment method used

  • Failed Payments

    If a payment fails, we will:

  • Send an email notification immediately
  • Retry the charge after 3 days
  • Retry again after 7 days
  • If still failing, send a final notice before service suspension