How To: Update Payment Information and Download Invoices

Modified on Wed, 1 Apr at 12:02 PM

This article outlines how to update your payment info (e.g. Credit Card or billing address) and how to download your past invoices.

Note: This article is primarily intended for self-service Pro customers. It may or may not apply to some Enterprise tier customers depending on your payment method. Contact your CSM for more information if needed.

TABLE OF CONTENTS

How To: Update Your Payment Information
How To: View Prior Invoices

How To: Update Your Payment Information

Follow these steps to update your payment information.

Step 1: Log into Schema App and Navigate to your Settings

Find your account settings in the dropdown selector in the top right of the app. Navigate to the "Billing Information" tab.

Step 2: Select the Card and Invoicing Details button

Clicking the Card and Invoicing Details button will open a new tab in Chargedesk. This is where you can update your billing information.

Step 3: Navigate to Update Card and Enter Your Information

Add your details and select "Save new card details".

How To: View Prior Invoices

Follow these steps to view and download past invoices and receipts.

Step 1: Log into Schema App and Navigate to your Settings

Find your account settings in the dropdown selector in the top right of the app. Navigate to the "Billing Information" tab.

Step 2: Select the Card and Invoicing Details button

Clicking the Card and Invoicing Details button will open a new tab in Chargedesk. This is where you can update your billing information.

Step 3: Navigate to Billing History

Navigate to the Billing History tab. This will show a list of all past payments (successful and attempted). You can click the PDF icon on the righthand column to download invoices. Each row is a clickable link that will open the invoice in a new page.