Accounts & Licensing
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 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.
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.
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.
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:
- Open Subscriptions
- Select the subscription tier
- Scroll to Payment Method
- Select Change
- 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.