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Keep your billing information current so your agents keep running without interruption. Go to Billing in the sidebar to manage payment methods, billing details, and invoices.

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Payment methods

1

Add a card

Click Add and enter your card details. Payment is processed securely through our payment provider — ConvoTool never stores your full card number.
2

Set a primary method

If you have more than one card, choose which is primary. The primary card is charged for your subscription.
3

Remove old cards

Delete payment methods you no longer use.
Each card shows its brand (Visa, Mastercard, Amex, or Discover), the last four digits, its expiry, and a status:

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Billing details

Your billing details appear on every invoice. Update them on the Billing page:
  • Name and company — who the invoice is addressed to.
  • Address — street, city, state/province, postal code, and country. Your country also determines your currency.
  • Email for invoices — where invoice notifications are sent.
  • Tax ID / VAT number — depending on your country, add a tax identifier such as GST, VAT, EIN, or ABN.

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Invoices

Your invoice history is listed on the Billing page. Each invoice shows:
When your organization is first created, billing is provisioned in the background. The Billing and Plans pages briefly show a “being set up” message until that finishes.

Next: Profile and Security

Manage your personal account settings.