Managing payment methods and invoices

Keeping a valid default payment method prevents accidental service interruption. Invoices and receipts are usually available from the same billing portal your provider exposes.

Steps

1. Open billing settings and locate the payment methods section.
2. Add a new card or bank source before removing the old one if the subscription is active.
3. Set the correct default for renewals and verify the billing address matches what your bank expects.
4. If a charge failed, read the decline reason, update the method, and use retry or pay outstanding balance if shown.
5. Download PDF invoices or receipt emails for accounting; some fields (VAT, PO number) may be editable in billing profile.

Common pitfalls

• Removing the only payment method while a past-due invoice exists.
• Using a personal card on a workspace that should bill a company entity without documenting it internally.

Frequently asked questions

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