Updating your Billing Information

To update your organization's billing information, you will need to have a user account with the "Financial Manager" role.

Once you have logged in with that user, follow these steps to change your billing information:

Go to "Organizations" in the left hand icon bar:
In the Organizations listing, find your organization and click its line item:
On the "Manage Organization" screen, you should see a tab called "Billing". Click that tab.
After clicking the tab, you should see a button to visit your billing portal.
In the Billing Portal you will see links to change your Payment Method ("card on file") or even list and download current and historical invoices, or even pay your outstanding invoices:

Paying an Invoice

In the Billing Portal scroll down to "Invoice History"
Click on the date of the unpaid invoice
To pay via card enter your credit card details and click the "Pay Now" or "Schedule payment" button -OR-
To pay via Bank Transfer/ACH click "Bank transfer" to view the bank information.

In the Billing Portal scroll down to "Invoice History"
Click on the date of a paid invoice
You will then be able to view the invoice details or click "Download receipt" or "Download invoice"
To view a full line item breakdown of what was included on an invoice you can use the Invoice Detail Report. Please find instructions for doing so here:
Viewing Detailed Invoice Information