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
- How to change your invoicing details
- How to change your card details
- How to edit your US residency information
- How to download invoices
Navigating the Billing section
To view and manage your Tidio billing information, head over to the Settings > Project > Billing section:
Inside, you will find three separate tabs, each responsible for different aspects of your subscription. The one you need for invoices and related information is the Billing details tab.
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:
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. You can also add the invoicing email if you'd like to have your invoices sent to a particular mailbox.
In the window that pops up, you'll be able to review and modify your details:
Editing card details
After clicking on the Change card details link, you'll be able to update your card information.
Fill in your new card data and save your changes; the card details will be updated, and the next billing will be charged through the new card.
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.
In the window that pops up, fill out the information that's necessary and save your changes:
Downloading invoices
At the bottom of the Billing details tab, you'll see a list of all your invoices so far, with 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.
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