If you’re a Company Admin, you can update your payment method, access billing history, and add company details to your invoices, all in your Company Settings.
In this article:
How to add or update a payment method
You can update your credit card info at any time:
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Billing in the left sidebar.
Scroll to Card Details.
Click Edit Details.
Make changes and click Update Card.
How to access invoices
You can view and print invoices whenever you need them:
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Billing in the left sidebar.
Scroll to Invoices.
Find the correct invoice and click View Invoice on the right-hand side.
Click Print Invoice, for a printed copy.
How to add company details to invoices
You can customize your invoices with details like your company’s name, address, VAT ID, tax ID, etc. The info you enter will appear in the address area of the invoice.
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Billing in the left sidebar.
Scroll to Invoice Details.
Click Edit Details.
Enter your company name and other details, as needed.
Click Save Changes.
When you view, print, or download your invoices, we'll include the new details, even on old invoices.
