Invoices

Managing your subscription invoices is essential for maintaining accurate financial records. In this article, we will guide you through the process of downloading invoices, changing invoice details, and updating US residency details in your Tidio account. 

 

In this article, you'll learn:

• How to download an invoice 
• How to change the invoice details
• How to change your card details
• How to change US residency details

 

 

Download an invoice

 

To download the invoice, first navigate to Settings > Project & Billing > Billing:

 

 

 

You will be able to use the Send the invoice option, shown next to the invoice you're interested in:

 

 

 

Please ensure that your billing details are correctly entered into our system to receive the invoice successfully.

 

In a few minutes, you will receive an email through which you can download your invoice. 

 

 

 

Change invoice details

 

To modify the details displayed on your invoices, navigate to the Settings > Project & Billing > Billing section. 

 

 

 

Any changes you make and confirm will be visible on your next invoice. You can change:

• The company name 
• The street address
• Your tax number (optionally)
• Your invoicing email

 

 

 

Change card details

 

In the same section, you can also change the details of the credit/debit card you're currently using for your Tidio subscription. Click on the Change card details button to do that.

Please note: if you're having trouble with paying for your active subscription (e.g. a lack of funds, or some temporary issue with your card or bank), 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. You can try this method when you believe your card should be working fine and you have the sufficient funds.

 

 

Change the US residency details 

 

If you are a US citizen and need to update your US residency details on invoices, click on the Change US Residency details button in the Billing section.

 

In the next step, you'll be able to specify your state and zip code. 

 

 

 

Managing your subscription invoices is a crucial aspect of your Tidio account. By learning how to download invoices, change invoice details, and update US residency information, you can maintain accurate billing records and ensure smooth financial operations. Utilize the provided steps to access, modify, and keep track of your invoices effortlessly.