Managing Payment Methods

Accepted Payment Methods

Credit & Debit Cards

We accept:

• Visa
• Mastercard
• American Express
• Discover (US)

Other Methods

Enterprise accounts:

• Invoice/PO billing
• Bank transfer (wire)
• Annual prepayment

Contact us for enterprise billing options.

Adding a Payment Method

First-Time Setup

When you subscribe:

1. Select your plan
2. Enter card details
3. Complete payment
4. Card is saved for future billing

Adding to Existing Account

If you need to add a new card:

1. Go to Subscription
2. Click "Payment Method"
3. Click "Add New Card"
4. Enter card details
5. Save the new card

Updating Your Card

When to Update

Update your card when:

• Current card is expiring
• You got a new card number
• You want to use a different card
• Bank issued replacement card

How to Update

1. Go to Subscription
2. Click "Payment Method"
3. Click "Update" next to current card
4. Enter new card details
5. Click "Save"

Your new card will be used for the next payment.

Removing a Card

Before Removing

Ensure you have an active card before removing:

• Add new card first
• Set it as default
• Then remove old card

Removal Process

1. Go to Payment Method settings
2. Click "Remove" next to the card
3. Confirm removal

Note: Cannot remove your only payment method while subscription is active.

Billing Information

Updating Billing Details

You may need to update:

• Billing name
• Billing address
• Company name (for invoices)
• VAT/Tax ID

How to Update

1. Go to Subscription
2. Click "Billing Information"
3. Update relevant fields
4. Save changes

Failed Payments

Why Payments Fail

Common reasons:

• Card expired
• Insufficient funds
• Bank declined
• Card number changed
• Security hold by bank

What Happens

When payment fails:

1. You receive email notification
2. We retry automatically after 3 days
3. Grace period begins (typically 7-14 days)
4. Service continues during grace period

Fixing Failed Payments

To resolve:

1. Update your payment method
2. Or contact your bank
3. Retry payment manually if needed

Grace Period

During the grace period:

• Full access continues
• Multiple retry attempts
• Email reminders sent
• No late fees

After grace period:

• Account may be paused
• Update payment to restore
• No data is deleted

Invoices & Receipts

Viewing Invoices

Find your billing history:

1. Go to Subscription
2. Click "Billing History" or "Invoices"
3. View list of all payments

Downloading Invoices

Each invoice shows:

• Date and invoice number
• Plan and amount
• Payment method used
• Status

Click "Download PDF" for printable invoice.

Receipt Emails

After each payment:

• Receipt emailed automatically
• Includes payment details
• PDF attachment included

Need a Custom Invoice?

For specific requirements:

• Company name/address
• Tax ID/VAT number
• Special formatting

Update billing information or contact support.

Security

Card Security

Your payment information is:

• Encrypted in transit (TLS)
• Stored securely with Stripe
• Never visible in full (only last 4 digits)
• PCI compliant handling

We Never See Your Full Card

Card details go directly to Stripe (payment processor). We only receive:

• Last 4 digits
• Card brand
• Expiration month/year

Troubleshooting

Card Keeps Getting Declined

Try:

1. Verify card details are correct
2. Check card is not expired
3. Contact your bank about blocks
4. Try a different card

Can't Add New Card

Ensure:

• Card is valid and active
• Billing address matches bank records
• Card supports online payments
• No restrictions from your bank

Wrong Amount Charged

Review:

• Your plan and billing cycle
• Any recent plan changes
• Prorated charges from upgrades

Contact support if unclear.

Next Steps

• Subscription Plans Explained
• User Profile Settings