Customer Portal
Billing
5 min
overview the billing section is where all invoicing and payment settings are managed from here, you can view invoices, update payment methods, review billing history, and manage subscription details it provides a complete overview of your account’s financial activity and ensures your services remain active and properly funded payment methods payment management permissions are limited to workspace administrators add payment method add a payment method to your workspace from the left menu , click billing click + add method select card enter card number enter expiration date , security code , country , and zip code click save from the left menu , click billing click + add method select us bank account enter email enter full name select your financial institution follow the confirmation prompts click save delete payment method from the left menu , click billing click the 🗑️ trash icon next to the payment method you wish to delete set default payment method from the left menu , click billing click the ⭐ star icon next to the payment method you wish to set as default label payment method from the left menu , click billing click the ✏️ pencil icon next to the payment method enter label click save