How do I manage billing?

How do I manage billing? - Orangedox Help Post

This guide shows you how to manage your billing information in Orangedox. You’ll learn how to update invoice details, change your payment method, and access your invoices from the Account settings.

Use the Account Settings1. Open Billing

Go to the Account app and select Billing.This is where you can manage all billing details tied to your Orangedox account.

Updating Invoice Details

Update Invoice Information

Select Update next to your invoice details and a new window will open where you can edit your billing information.

Note if you need to add a tax number, enter it in Address lineBilling and payment details are securely handled by our partner Stripe.

Updating your Payment Method

Change your Credit Card

Select Update, enter your new credit card details, and click Submit.

All payment information is securely processed by our partner Stripe.

Accessing and Downloading Invoices

View Invoices

In Account, scroll down to the Invoices section and select the invoice you want to view.

Downloading an Invoice

In the invoice window, click Download receipt to save a copy.This is useful when you need a record of past payments for bookkeeping or reimbursement.

Frequently Asked Questions

Why can't I see the licenses tab?

Only the account owner can manage licenses.

Why can't I cancel my account?

Make sure all paid licenses have been canceled first before removing your account.

Best Practices

Keep billing details up to date

Ensure your credit card, billing name and address are accurate to ensure that your account stays active.

Add tax information when needed

Include your tax number in Address line 2 if required.

Update payment methods early

Replace cards before they expire to avoid failed payments.

Download invoices regularly

Keep local copies for accounting, reporting, or reimbursement.

Check account permissions

Make sure you are the account owner if billing or license options are missing.

Summary

You can manage billing for your Orangedox account from the Billing section in the Account app.

From there, you can update invoice details, change your payment method, and download invoices whenever needed.

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