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Billing & subscription

How do I update my card, or get a receipt?

Both live in Billing in your portal: press Manage in Stripe. You don't need us for either.

Card expired? Need an invoice for your bookkeeper? You can do both yourself, any time.

How to get there

  1. Sign in at /client/login
  2. Open "Billing" and press "Manage in Stripe"

That opens your billing page, run by Stripe, the company that processes your payments. We never see or store your full card number.

What you can do there

  • Update the card on file
  • Download past receipts and invoices
  • See what you're charged and when the next payment is
  • Update the billing name and address on your invoices
  • Cancel the monthly plan

A payment didn't go through We email you ("Card didn't go through — quick fix"). Update the card in Stripe and the payment is tried again. Don't resubmit anything else.

Paying by invoice instead? If we bill you directly, Billing says so and there's nothing to pay on that page. We send the invoice.

Need something it doesn't show? Send a request from "Requests" and tell us what you need for your records.

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