# Invoices and billing details

Section: Billing & Subscription

Description: Change your invoice details, card and US residency information, and download your invoices from the Billing details tab in Settings \> Billing.

Verified against Tidio panel 12.304.0

Last updated: 2026-11-08

Source: https://help.tidio.com/articles/invoices-and-billing-details/

If you're looking for a way to manage your Tidio invoices, change the card you'd like to use for your subscription, or modify any available billing details - you can do all that in your project's **Billing** section.

 



 

**In this article, you will learn:**

 

- [How to find your invoice and billing details](<https://help.tidio.com/articles/invoices-and-billing-details/#h_01JVVX2TC8EKJ5T2DQM3JCBVDF>)
- [How to change your invoicing details](<https://help.tidio.com/articles/invoices-and-billing-details/#h_01JVSGNWSVZSXWDNZJDWT25YVC>)
- [How to change your card details](<https://help.tidio.com/articles/invoices-and-billing-details/#card-details>)
- [How to edit your US residency information](<https://help.tidio.com/articles/invoices-and-billing-details/#change-us-residency-details>)
- [How to download invoices](<https://help.tidio.com/articles/invoices-and-billing-details/#h_01JWE0QCA3DSRR4K3QMHZPAEM2>)



[Video](<https://help.tidio.com/article-media/invoices-and-billing-details/walkthrough.mp4>)



Silent walkthrough. Edit your invoice details, check the card and US residency links, and download an invoice from the Billing details tab.

 



 



 

## Navigating the Billing section

 



 

To view and manage your Tidio billing information, head over to the **Settings \> Project \> Billing** section:

 



 

![The Settings sidebar has "Billing" selected under "PROJECT".](<https://help.tidio.com/article-media/invoices-and-billing-details/legacy-20329380692636.webp>)

 



 



 

Inside, you will find two **tabs**, each responsible for different aspects of your subscription. The one you need for invoices and related information is the **Billing details** tab.

 



 



 ![The top of Settings \> Billing: the Subscription & Billing header with two tabs, Subscription and Billing details, with Billing details selected](<https://help.tidio.com/article-media/invoices-and-billing-details/38.1.png>) 

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**Please note:** if you pay for Tidio through Shopify, you won't see the **Billing details** tab. Also, **Billing** is only available to the project owner and agents with the **Billing** permission (see [Permissions](<https://help.tidio.com/articles/permissions/>)).

 



 

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If you'd like to see more information on the **Subscription** tab and the **Usage** page (**Settings \> Usage**), please see [this general guide](<https://help.tidio.com/articles/manage-your-subscription/>) on managing your subscription.

 



 

In the **Billing details** tab you will find your current invoice and card details, your US residency information (if applicable), as well as your invoices available for download:

 



 

![The Billing details tab lists invoice, card, and US residency information with edit links and downloadable invoices below.](<https://help.tidio.com/article-media/invoices-and-billing-details/legacy-20329380698140.webp>)

 



 



 

Naturally, you can modify the available information here as well, e.g. if you'd like to change the card you've been using so far, or update your business' invoicing information.

 



 



 

## Editing invoice details

 



 

If you want to modify any of your invoicing details, click on the **Edit invoice details** link (it says **Add invoice details** if you haven't added any yet). You can also add the invoicing email if you'd like to have your invoices sent to a particular mailbox.

 



 

![The Billing details tab highlights "Edit invoice details" beneath the invoicing information.](<https://help.tidio.com/article-media/invoices-and-billing-details/legacy-20329380700316.webp>)

 



 



 

In the **Edit billing details** window that pops up, you'll be able to review and modify your details: **Company Name**, **Street**, **Postcode**, **City**, **Country** (and **State**, for the United States), **Tax Number (optional)** and **Invoicing Email**. Hit **Save** when you're done:

 



 

![The "Edit billing details" dialog contains company and address fields, a country selector, optional tax number, invoicing email, and "Save".](<https://help.tidio.com/article-media/invoices-and-billing-details/legacy-13517305164060.webp>)

 



 



 

## Editing card details

 



 

After clicking on the** Change card details** link, you'll be able to update your card information. You'll see this link (and the US residency details below) while you have a paid subscription.

 



 

![The Billing details tab highlights "Change card details" beside the Card details row.](<https://help.tidio.com/article-media/invoices-and-billing-details/legacy-20329352008476.webp>)

 



 



 

The **Edit card details** window shows your **Currently used card**. Fill in your new card data below it and hit **Save**; the card details will be updated, and the next billing will be charged through the new card.

 



 

![The "Edit card details" form shows a masked current card and fields for a replacement card number and expiry above "Save".](<https://help.tidio.com/article-media/invoices-and-billing-details/legacy-20329352010652.webp>)

 



 



 

**Please note**: if you're having trouble with paying for your active subscription, you can put your **current** card details in here once again. This can help in some cases, as a new charge attempt will be made immediately upon providing the card details, even if it's the same card as before.

 



 



 

## Editing US residency details

 



 

By clicking on the **Edit US Residency details** link, you can add your US tax residency data (state and zip code), if necessary.

 



 

![The Billing details tab highlights "Edit US Residency details" below the US residency information.](<https://help.tidio.com/article-media/invoices-and-billing-details/legacy-20329352012572.webp>)

 



 



 

In the **Change US Residency details** window that pops up, tick **I'm a US tax resident**, choose your **State**, fill in your **Zip-code**, and hit **Save**:

 



 

![The "Change US Residency details" form has the tax-resident checkbox selected, a State dropdown, a Zip-code field, and "Save".](<https://help.tidio.com/article-media/invoices-and-billing-details/legacy-20329352015004.webp>)

 



 



 

## Downloading invoices

 



 

At the bottom of the **Billing details** tab, you'll see the **Invoices** list - all your invoices so far, newest first. Each invoice's name gives you its basic information (such as the date, amount charged, and the packages that were purchased). You will also be able to **download** each invoice individually, as a PDF file - just click on the **Download** button next to it.

 



 

![The Billing details tab has an arrow and outline highlighting invoice rows with dates, charges, package names, and individual "Download" buttons.](<https://help.tidio.com/article-media/invoices-and-billing-details/legacy-20329352016540.webp>)

 

Give it a moment - once the invoice is ready, you'll see the **Download your invoice** window. Click on **Your invoice is ready, click here to open it** to open your invoice:

 ![The "Download your invoice" window with the success icon and the link "Your invoice is ready, click here to open it", and the Close button](<https://help.tidio.com/article-media/invoices-and-billing-details/38.2.png>) 

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**Please note:** an invoice needs your company details. If you haven't added them yet, you'll see **Sorry, it looks like we don't have your billing details yet. Please fill in the company details first.** - and the **Edit billing details** window opens, so you can fill them in and try again. No invoices yet? The list says **You have no invoices**.

 

## Further reading

 

- [Manage your subscription](<https://help.tidio.com/articles/manage-your-subscription/>)
- [Add or change add-ons on your subscription](<https://help.tidio.com/articles/manage-add-ons/>)
- [Upgrading your Account](<https://help.tidio.com/articles/upgrading-your-account/>)
