Billing Details

The Billing Details section is where you manage your billing information and payment method for the currently selected project. Keeping this information up to date ensures correct invoicing, smooth payments, and proper documentation for accounting and VAT purposes.

Where to Find Billing Details

To access billing details for your project:

• Click Dashboard in the top-right navigation
• Click Billing
• Select the Billing Details tab

Billing details are always connected to the active project, so make sure you’re working in the correct project before making changes.

Billing Information Overview

At the top of the page, you’ll see your current billing information displayed in a read-only view. This includes

• Full Name – The billing contact name
• Company Name – The legal company or business name (if applicable)
• Identification Number – Personal or company registration number
• VAT ID (optional) – Required for VAT reporting and correct invoices
• Country – Determines tax rules and invoice formatting
• State / Region – Required in many countries for accurate billing
• City & Post Code – Used on invoices and receipts
• Address – The registered billing address
• Payment Method – Masked card or payment method currently on file

This information is used for:

• Subscription charges
• Add-on billing
• Invoices and receipts
• Accounting and tax compliance

Change Billing Details

To update your billing information, click Change Billing Details.

This opens the editable billing form where you can update all billing details:

• Name and company details
• Identification number and VAT ID
• Address, country, and region

Why This Matters

Accurate billing details ensure:

• Correct VAT handling (especially for EU businesses)
• Valid invoices for bookkeeping and accounting
• Fewer issues with audits or expense claims

Once updated, click Save Changes to apply the new billing details.

Change Payment Method

If you click Change payment method, you’ll be guided through updating the payment method used for your subscription and add-ons.

Available payment methods may vary depending on your country and the platform configuration. Always refer to the platform interface for the most up-to-date and supported payment options.

Updating your payment method is recommended if:

• Your card is expiring
• Payments have failed
• You want to switch to another available payment option

Changes take effect immediately for future charges.

Best Practices

• Always keep billing details up to date, especially before renewal dates
• Add VAT information if you need compliant invoices
• Review payment methods regularly to avoid failed payments
• Double-check billing information after company or address changes

Summary

The Billing Details section allows you to:

• Update billing and company information
• Manage payment methods
• Ensure correct invoices and VAT handling

It’s an essential part of keeping your project’s billing accurate, compliant, and hassle-free.