- 5 min read
- Feature
Managing your billing information is a hassle-free task that can be carried out in the billing section of your SalesTitan.io account. This writing aims to provide you with comprehensive guidance on everything related to managing your billing information.
Who can manage my account billing?
Accessing and managing the billing section of your SalesTitan account is limited to only the account admins. By default, the person who creates a SalesTitan account becomes the account admin, and they can add multiple admins as per their requirement. This write-up will detail the procedure for adding or removing an admin from your account.
Furthermore, you can add a Billing Contact to your account, who will receive emails about billing-related actions after they have occurred. Although a Billing Contact cannot view or manage your billing information, they can be someone external to your account, added via email address, or an existing user on your account. This article also guides adding or removing a Billing Contact.
Billing overview
To reach the billing section of your SalesTitan account, click on the top right icon and choose the “Admin” option, followed by selecting “Account & Billing” from the menu on the left-hand side. Then make your way to the “Subscription” page.
This section contains the following:
Plan specifics. This is a synopsis of your strategy. It contains:
- Your present strategy
- The payment cycle of your current plan, whether annual or monthly
- When your plan will expire
- The amount you forked up for your plan.
Products. The breakdown of the total number of seats you purchased together with any additional goods.
Need support? To get answers to your questions, you may always visit our help center. You may get in touch with our staff for help if you need it. Within this area, you may also start a cancellation.
The “Overview” tab provides insight into your billing details. To modify your subscription plan, click on the blue “Change plan” button in the page’s top-right corner. For more information on managing your plan, refer to the article “How do I change my plan?” article.
View my invoices and receipts.
To access your invoices and receipts, navigate to the “Invoices” tab, where you can find them all. To view a particular invoice or receipt, simply click on the invoice. You can also get a statement history in a .pdf format.
Change my billing details.
The “Settings” tab allows you to modify your billing information. You can alter the name of your billing contact, company name, and address from this section. In addition, depending on your location, you can change your VAT ID from here.
After making the necessary changes, don’t forget to click the “Update” button to save them. Any modifications you make will be reflected in future invoices.
To obtain additional guidance on modifying your VAT information, please refer to this article.
Note: If you wish to receive a VAT refund, don’t hesitate to contact us at support@ SalesTitan.io and indicate “Please Provide VAT Refund” in the subject line.Change my payment method.
It is possible to modify your payment method whenever you want by performing the following steps:
- Click on your avatar and select “Admin.”
- Go to the “Billing” tab and choose “Payment Method.”
- Click on “Change Payment Method” to modify your card details.
Acceptable payment methods
We support a wide range of credit cards, including Visa, Mastercard, American Express, Discover, Diners Club, JCB, and Carte Bleue. Additionally, we also accept payments made through PayPal. invoice
For further questions, please visit our Knowledge Center. To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left. If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.