Update Payment Details and View Invoices

Update the card you're billed on, keep your billing and tax details current, and view, pay or download your invoices.

Before you start: You need Account Admin permissions to see the Billing tab.

Update Your Payment Method

1. In the lower-left corner, click Settings.
2. Click the Billing tab.
3. Click the Payment info tab.
4. In the Payment method box, click Edit.
5. Enter your new card details.
6. Save your changes.

Update Your Billing Information

Your billing information appears on every invoice, so keep it current for your accounting and tax records. Adding your business tax ID can reduce the tax on your invoices.

1. In the lower-left corner, click Settings.
2. Click the Billing tab.
3. Click the Payment info tab.
4. In the Billing information box, click Edit.
5. Update any of these fields:

• Full name
• Email
• Phone
• Company
• Country
• Address
• Tax ID type — choose the option that marks your business as tax exempt, if it is
• Tax ID number

1. Save your changes.

The form holds one billing email. To send invoices to more addresses, contact support and our billing team will add them.

View, Pay, or Download Invoices

1. In the lower-left corner, click Settings.
2. Click the Billing tab.
3. Click the Payment info tab.
4. Scroll down to Previous invoices. Each row shows the invoice number, billing date, status and description.
5. Click the invoice number to open it.

From the invoice list you can:

• Download an invoice: Download it as a PDF for your records.
• Pay an unpaid invoice: Click Pay Now. A secure Stripe payment page opens, where you can pay by card or from a US bank account (ACH).

Need to pay by bank transfer outside of an invoice? Contact support — it's available in some cases.

For how billing cycles, renewals and refunds work, see Understand Billing, Renewals, and Refunds. To change your plan or license count, see Change Your Plan, Licenses, or Billing Cycle.

Need help? Contact support at customercare@pipelinecrm.com.