Below is an overview of the various options for managing your payment and billing preferences. We will walk you through the process of managing your payment methods, selecting different methods, or cancelling them.
Prerequisites
- You have the Admin, Billing or Manager role on Firmable.
- To access your Payment details, click your profile picture (top right) and select Manage account, then select Billing in the Account settings sidebar.
- In the Billing section, you can review your payment details, including:
- Payment method: verify your existing payment method, such as a saved credit card or bank account.
- Upcoming invoice: access information about your next invoice, including the due date and total amount.
- Invoice history: review your past payments, with information on payment dates, amounts in your billing currency, the products you purchased, and their current statuses (e.g., 'Paid' or 'Open').
- For each invoice listed, you have the option to:
- View detailed invoice and payment information in Invoice history.
- You can download a PDF file of the invoice or receipt using the download link.
- To modify your payment method:
- Go to Payment details and click on Modify / Cancel.
- Go to Payment details and click on Modify / Cancel.
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- If you want to add a new payment method, select + Add payment method, enter the details of the new payment method and save the new method for future transactions.
- If you want to add a new payment method, select + Add payment method, enter the details of the new payment method and save the new method for future transactions.
- If you want to change your payment method, add the new payment method first, then click the x next to the old payment method in the Payment methods section to remove it.
