How to Access and Manage Your Billing

Table of Contents

At any time you can view and manage your billing information. This includes your account details, billing and shipping addresses, payment methods and billing history.

Accessing your billing details

You can access these details from your dashboard by clicking on your profile name at the top right of the screen.

A drop-down menu will appear with two options; Manage Billing and Logout.

Manage billing highlighted in the dropdown menu from clicking your profile name
Manage billing highlighted in the drop-down menu

When you click Manage Billing a popup screen will appear.

Manage billing popup screen asking for the system admins email
Fill in your email on this popup screen

You will need to fill in your email address to receive a one-time password that will allow you to access your billing information.

One time password email for accessing billing information
Email showing the one-time password

Please note: Only the contact who signed up for the subscription can access the customer portal. If you are not the acocunt holder and enter your email address you will see the below error message which confirms that you do not have an account.

If you want to change the account holder you can do so by editing your Account Information in the pop-up window once signed in, or please contact our support team and we will change this for you.

Once you have received the one-time password, you’ll have 5 minutes to use it before it becomes invalid and you’ll have to request another.

After you have typed in your one-time password the popup screen will change.

Managing your billing details

Here you’ll see all the options to help manage your billing.

Manage billing menu with options for details you can see or edit
Choose which details you’d like to see or edit in this menu
  • Account Information – Where you can update your own details and the company’s details
Account information for the admin and the company
View your own details and the company’s
  • Billing & Shipping Addresses – Allows you to update the address of the company
View current company address and edit it
Your current company address will be shown
  • Payment Methods – Where you can update the card details for your account
Update payment details for your account
Fill in your up-to-date payment details
  • Billing History – Here you can see past payments and download them
A list of your past payments with a download link for each
A list of your payment history

Please note: You can add additional contacts to your account to receive account notifications and invoices. Please contact our team via the live chat bubble in your dashboard and we can add additional contacts for you.