Billing Portal
How to accessAccess
the Billing Portal
Navigate to Settings > Billing Portal from the left-hand menu.
A new window will open automatically.
The Billing Portal page will display your billing information, payment methods, invoices, and subscription-related details.
How to viewView Payment History
Scroll down to the Invoice History section.
All previous invoices and payment history
records will be displayed.
How to changeChange yourYour Payment Card
Navigate to the Payment Methods section.
Click Add Payment Method.
Enter the required card
information.
Save the payment method.
The new card will be added successfully.
How to Set a Card as the Default Payment Method
Locate the card you want to set aas the default payment method.
Click the three-dot menu located on the right side of the card.
Select Make Default.
The selected card will be used as the default cardpayment
method for future charges.
How to downloadDownload an Invoice
Scroll down to the Invoice History section.
Locate the invoice
you want to download.
Click Download Invoice.
The invoice will be downloaded to your device.
How to updateUpdate yourYour Billing Information
Click Update Information under the Billing Information.
Enter or modify the required billing addressdetails.
Click Save.
The billing information will be updated successfully.
Important Information
Note: AgentRoof does not store your card
details,details. All payment methods are securely managed through the Stripe Billing Portal.
AgentRoof may create invoices for subscription charges and additional services. These invoices can be automatically charged to your
cardsdefaultarepaymentmanaged stripe portal. Agent Roof can crate invoiced for various add on services and auto charge the invoice from your cardmethod throughstripeStripe.portal.