Manage Billing & Invoices

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Overview

This guide covers managing your billing information, including updating payment methods, adding VAT or business information, and downloading invoices.

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Updating Payment Methods

Keep your payment method up to date to avoid service interruptions.

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Adding a Payment Method

1. Go to Settings → Billing
2. Click Add Payment Method
3. Enter your payment information:
   • Card number
   • Expiration date
   • CVV
   • Billing address
4. Click Save

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Updating an Existing Payment Method

1. Go to Settings → Billing
2. Find your current payment method
3. Click Edit or Update
4. Enter your updated payment information
5. Click Save

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Setting a Default Payment Method

If you have multiple payment methods:

1. Go to Settings → Billing
2. Find the payment method you want to set as default
3. Click Set as Default
4. Confirm the change

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Removing a Payment Method

1. Go to Settings → Billing
2. Find the payment method you want to remove
3. Click Remove
4. Confirm removal

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Adding VAT or Business Information

Add VAT numbers or business information for invoicing and tax purposes.

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Adding VAT Information

1. Go to Settings → Billing
2. Click Tax Information or VAT Information
3. Enter your VAT number
4. Select your country
5. Click Save

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Adding Business Information

1. Go to Settings → Billing
2. Click Business Information
3. Enter your business details:
   • Business name
   • Business address
   • Tax ID or EIN
   • Business type
4. Click Save

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Updating Business Information

1. Go to Settings → Billing
2. Find your business information
3. Click Edit
4. Update your business details
5. Click Save

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Downloading Invoices

Download invoices for your records or accounting purposes.

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Viewing Invoices

1. Go to Settings → Billing
2. Click Invoices or Billing History
3. View your invoice list
4. Click on an invoice to view details

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Downloading Invoices

1. Go to Settings → Billing
2. Click Invoices or Billing History
3. Find the invoice you want to download
4. Click Download or Download PDF
5. Save the invoice to your device

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Invoice Information

Invoices typically include:

• Invoice number: Unique identifier for the invoice
• Date: Invoice date and due date
• Amount: Total amount charged
• Plan details: Details about your plan and usage
• Payment method: Payment method used
• Business information: Your business or billing information
• VAT information: VAT details if applicable

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Receiving Invoice Emails

You can opt to receive invoices via email:

1. Go to Settings → Billing
2. Click Email Preferences or Notifications
3. Enable Invoice Emails
4. Click Save

Invoices will be sent to your registered email address when they’re generated.

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Billing History

Review your billing history to track payments and invoices.

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Viewing Billing History

1. Go to Settings → Billing
2. Click Billing History or Invoices
3. View your payment and invoice history
4. Filter or search for specific invoices or payments

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Understanding Billing History

Your billing history shows:

• Payment dates: When payments were made
• Amounts: Amounts charged for each payment
• Invoice numbers: Invoice numbers for each payment
• Plan changes: Upgrades, downgrades, or plan changes
• Payment status: Status of each payment (successful, failed, pending)

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Payment Issues

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Failed Payments

If a payment fails:

1. Check payment method: Verify your payment method is valid and has sufficient funds
2. Update payment method: Update your payment method if it’s expired or invalid
3. Contact support: Contact support if the issue persists
4. Retry payment: Retry the payment after updating your payment method

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Payment Disputes

If you need to dispute a charge:

1. Review invoice: Review the invoice to understand the charge
2. Contact support: Contact support to discuss the charge
3. Provide details: Provide details about why you’re disputing the charge
4. Wait for resolution: Wait for support to resolve the dispute

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Refunds

Refund policies vary by plan and circumstances:

1. Review policy: Review Genseo’s refund policy
2. Contact support: Contact support to request a refund
3. Provide details: Provide details about why you’re requesting a refund
4. Wait for processing: Wait for the refund to be processed

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Best Practices

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Payment Management

• Keep payment method updated: Ensure your payment method is always current
• Monitor billing: Regularly review your billing history
• Save invoices: Download and save invoices for your records
• Set up email notifications: Receive invoices via email for easy access

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Business Information

• Keep information current: Update business information when it changes
• Verify VAT numbers: Ensure VAT numbers are correct for tax compliance
• Include all required information: Provide all required business information for invoicing

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Invoice Management

• Download regularly: Download invoices regularly for your records
• Organize invoices: Keep invoices organized for accounting purposes
• Review for accuracy: Review invoices for accuracy and contact support if there are issues

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Common Questions

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How do I update my billing address?

Go to Settings → Billing → Payment Methods, then edit your payment method to update the billing address.

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Can I get invoices in a specific format?

Invoices are typically provided as PDFs. Contact support if you need invoices in a different format.

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How do I add multiple payment methods?

Go to Settings → Billing → Payment Methods, then click Add Payment Method to add additional payment methods.

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What if I need to change my business information?

Go to Settings → Billing → Business Information, then edit your business information and save the changes.

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Next Steps

• Learn about plans and limits to understand your billing cycle
• Explore canceling subscriptions if you need to cancel
• Review contacting support for assistance with billing questions