---
title: "Manage Billing and Payments"
source: "https://docs.nexcess.com/software/accounts-licensing/manage-billing-and-payments/"
description: "Learn how to manage invoices, payment methods, billing details, transaction history, and refund requests from the customer portal. Before you begin You must be…"
vertical: "Software"
area: "Accounts & Licensing"
date: "2026-08-31"
last_modified: "2026-08-31"
---

# Manage Billing and Payments

Learn how to manage invoices, payment methods, billing details, transaction history, and refund requests from the customer portal.

Before you begin

You must be logged in to your [customer portal](https://software.liquidweb.com/settings/profile/) account.

 

## **Accessing Your Invoices**

Log in to the customer portal and select **Invoices** from the left sidebar to manage your transaction history and filter past payments. Here, you can also download or print invoices, as well as pay any Failed or Pending invoices.

![](https://docs.nexcess.com/wp-content/uploads/2026/08/image-6-1024x218.png)## **Updating Billing Details**

Billing details control the address and business information displayed on future invoices. You can edit your details from either:

- **Invoices**
- **Settings > Account**

 You can update details like your name, business name, address, tax ID, and location. Once saved, these changes will apply to all future invoices, while previously issued invoices will keep their original details.

![](https://docs.nexcess.com/wp-content/uploads/2026/08/image-7-1024x129.png)## **Managing Payment Methods**

To add a new payment method, go to **Settings > Account**, scroll to **Payment Methods**, and select **+ Add payment method** to enter and save your details. If you have multiple methods saved, click the star icon to set a default.   
  
To update the card used for an active plan, go to Subscriptions, select your subscription, scroll to **Payment Method**, and click **Change**. Your new selection will apply to all future renewals immediately.

![](https://docs.nexcess.com/wp-content/uploads/2026/08/image-2.png)![](https://docs.nexcess.com/wp-content/uploads/2026/08/image-4-1024x114.png)### **Changing the Payment Method for a Subscription**

Subscriptions continue using the payment method originally assigned during purchase until changed manually.

To update a subscription’s payment method:

1. Open **Subscriptions**
2. Select the subscription tier
3. Scroll to **Payment Method**
4. Select **Change**
5. Choose the updated payment method

The new payment method applies to future renewals immediately.

## **Requesting a Refund**

Refund requests are reviewed manually by **Account Services** based on the terms and refund window of your purchase. To submit a request, contact Account Services via the **Support link** in the sidebar, the **user profile menu**, or the **License page support card**.

- Invoice number, date, and charge amount
- Product name and subscription tier
- Reason for the refund request and any relevant account details

Refund eligibility depends on the terms and refund window associated with the original purchase.

## **Troubleshooting**

**The Download Button isn’t Working**

Check whether your browser is blocking downloads or pop-ups from the portal.

If the issue continues:

- refresh the page
- try an incognito window
- try another browser

**My Updated Billing Information isn’t Showing on an Existing Invoice**

Existing invoices do not update retroactively. Changes only apply to invoices generated after the update is saved.

**I Can’t add a Payment Method**

Most payment method failures are caused by authorization blocks from the card issuer or bank. Contact your bank or credit card provider, then retry the payment method update.

**I Can’t Change The Payment Method on a Subscription**

Confirm that at least one alternate payment method has already been added under **Settings > Account**.

**My Refund hasn’t Appeared Yet**

Approved refunds may take several business days to appear depending on your bank or payment provider. If the refund still has not appeared after several business days, contact Account Services with your refund confirmation details.