Billing
This guide provides a comprehensive overview of the Billing section within your organisation's settings. Here, you can easily access your past invoices, update your payment method, and manage your billing contact information.
Keeping your billing details current ensures uninterrupted service and provides a clear history of your account's financial activity.
Navigating to the Billing Section
To access your billing information, follow these steps:
Log in to your UserFlux dashboard.
In the top-left corner of the navigation menu, click on the Organisation dropdown.
Select Billing from the menu.
You will be directed to the main Billing page, which summarises your account's payment status and invoice history.
Understanding the Billing Page
The Billing page is your central hub for all payment-related activities. It is divided into two main areas: the summary cards at the top and the detailed list of invoices below.
Billing Summary
At the top of the page, you'll find a quick overview of your account's status:
Next invoice due: Displays the date of your next scheduled payment.
Credit card: Shows the last four digits and expiry date of the card currently on file.
Billing contact: Lists the primary email address designated to receive billing correspondence.
Invoices List
Below the summary, you'll find a complete history of all your invoices. This table provides the following details for each entry:
Time period: The billing cycle covered by the invoice.
Invoice ID: The unique reference number for the invoice.
Amount: The total amount charged for the period.
Status: The current payment status of the invoice (e.g., Paid).
How to View and Download an Invoice
You can view a detailed breakdown of any invoice or download a copy for your records directly from the Billing page.
In the Invoices list, locate the invoice you wish to view.
On the far right of the invoice row, click the View invoice link.
You will be redirected to our secure payment portal, powered by Stripe.
From the Stripe portal, you have several options:
Click Download invoice to save a full, itemised PDF of the invoice.
Click Download receipt to save a PDF confirmation of your payment.
Click View invoice and payment details to see an expanded, on-screen summary of the charges.
How to Update Your Payment Method
Keeping your payment method up to date is crucial for preventing service disruptions.
On the Billing page, navigate to the Credit card summary card at the top.
Click the pencil icon on the right side of the card to edit.
The Add Payment Method pop-up will appear.
Enter your new card information, including the card number, expiry date (MM/YY), and CVC.
Select your country from the dropdown menu.
Click the Add Payment Method button to save your changes.
Note: If the information you enter is incorrect or the card is declined, an error message will appear. Please double-check the details and try again.
How to Update Your Billing Contact Information
Ensure your invoices and billing notifications are sent to the correct person and address.
On the Billing page, navigate to the Billing contact summary card.
Click the pencil icon on the right side of the card.
The Update Information pop-up will appear.
Update the necessary fields, such as Name, Email, Address, and Tax ID.
Click the Update Information button to confirm the changes.
How to Close Your Account
You can initiate an account closure from the Billing page.
Scroll to the very bottom of the Billing page.
Click the Close Account button.
Follow the subsequent on-screen instructions to confirm the cancellation of your subscription.
Warning: Account closure is a permanent action and cannot be reversed. Your subscription will be cancelled at the end of the current billing period, and you will lose access to your data.
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