Shortly after your Onboarding call you will receive an email from email@example.com with a link to add your preferred billing details. It will look something like the below. All you need to do is click on the 'Update Payment Method' button and you will be taken to a secure page to fill in the details:
You will then be given the option of entering your card details for a recurring card payment or setting up a direct debit. For card payments just enter the information and click the 'Add' button:
You will then see the below screen which means your details have been added:
For Direct Debits we work with GoCardless so if you select this option you will be redirected to their website and asked to fill out the below form and click 'Set up Direct Debit':
You will then see the below screen and you just need to click 'Confirm' to finalise:
If you choose to pay via Card you will go through the below steps:
Adding Your Billing Details via the Platform
You can update or edit your payment details directly through the platform via the 'Profile' button in the bottom left-hand corner of the page. Once you've clicked the 'Profile' button just click the 'Manage Billing' button. You will only be able to see the 'Manage Billing' button if you are the owner of the portal. If you are the owner and you still can't see it please contact your account manager:
You will then see the details of your plan displayed with a 'Manage Billing' button below. Click this to enter your details:
You will then see the below screen which gives you the option to check / edit your Account Information (contact details and company name) , Billing and Shipping Information (registered address and VAT number) and Billing History (list of previous invoices).
If you have any further questions about your billing info, contact your account manager.