Find your invoices and update your card

Open the secure billing portal to download invoices for your plan and change the card it is paid with.

BusinessTeam memberAgencyAgency clientWho can do it: owner, adminPlans: Launch, Unlimited, Resell

Invoices for your plan, the card it is paid with, and cancellation are all handled in a secure billing portal run by Stripe, the payment provider. You reach it from Settings › Billing & wallet.

Before you start

  • You are an owner or admin of the business.

  • The business has, or has had, a paid plan. On Free there are no invoices.

Steps

Download an invoice

  1. Open Settings › Billing & wallet.
  2. Scroll to Manage billing and press Open billing portal.
  3. The billing portal opens in the same tab. Your past invoices are listed with their dates and amounts.
  4. Open an invoice to view or download it.
  5. Use the link back at the top of the portal to return to Billing & wallet.

Change the card your plan is paid with

  1. Open Settings › Billing & wallet › Manage billing and press Open billing portal.
  2. In the portal, add the new card and make it the one used for payments.
  3. Return to the app.

If a payment has already failed, a yellow line at the top of Billing & wallet says "Your last payment failed. Update your card to avoid interruption." Press Update card on it to go straight to the portal.

Find records of wallet top-ups and usage

Wallet top-ups and everything paid from the wallet are not on your plan invoices. They are listed on the Transactions card on the same page, each with its date, amount and the balance after it. See Top up your wallet and read your transactions.

What happens next

A new card is used from the next payment. Once a failed payment goes through, the yellow line on Billing & wallet goes away.

For agencies

The portal here is for your agency's own plan. Your clients' invoices for the plans you sell them are in your own Stripe account.

For clients of an agency

If you are on one of your agency's plans, Open billing portal opens your agency's billing portal: the invoices are from your agency, in their name. If your account is on hold after a failed payment, the hold screen has an Update payment button that takes you to the same place.

Troubleshooting

"No subscription to manage yet". The portal only exists once the business has had a paid plan. On Free there is nothing to show.

"Only an owner or admin can change billing. Ask one of them." Members can see the plan but not open the portal. Ask an owner or admin.

"Couldn't open the billing portal." Wait a moment and try again. If it keeps failing, see Tell support about a problem.

The portal shows the wrong plan or no invoices. Each business has its own plan and portal. Check the name in the account menu at the top of the sidebar, switch to the right business, and open the portal again.

I can't find an invoice for a top-up. Top-ups are wallet payments, not plan invoices. They are listed under Transactions.

Related

Still stuck?

Email support@opusfunnel.com with the page you were on. A person replies, usually within one business day.

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