Billing information

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How do I view and update my billing information?

In ActiveCampaign, managing your billing information is essential for maintaining your subscription and ensuring uninterrupted service. Whether you need to add a new payment method, update your billing address, or review your account’s billing cadence, knowing how to navigate the billing information page is crucial. This feature allows you not only to view your current billing details but also to make necessary adjustments at any time during your billing cycle. This article will guide you through the steps necessary to view and update your billing information effectively.

How to access this feature

To access your billing information, you must have the roles of Primary Account Admin or an Admin with purchase permissions. Once you are logged into your ActiveCampaign account, you can navigate to the Billing & Upgrade page with a few straightforward steps.

Step-by-step instructions

Follow these instructions to view or update your billing information:

1. Click your profile in the top right corner of the dashboard.
2. From the dropdown menu, select the Billing & Upgrade option.
3. On the billing page, locate the Edit option to the right of your payment method, situated at the top right corner.
4. Click on the Edit button, which will open a modal form.
5. Enter your updated billing information in the provided fields.
6. After entering your new details, click the Update button to save your changes.

After following these steps, you should successfully update your billing information.

Configuration options and settings

When you access the billing page, you will find two primary sections containing important configurations and settings:

• **Left Side Information:**

 * Plan Tier: Indicates the current subscription plan you are using.
 * Contact limit: Displays the maximum number of contacts you can manage (if applicable).
 * Email send limits: Shows the limits on the number of emails you can send (if applicable).
 * SMS credits: Indicates the number of SMS credits available (if applicable).
 * Activities: Allows you to view any associated activities related to your account (if applicable).
 * Auto-upgrade controls: Shows options related to automatic upgrades for your account (if applicable).

• **Right Side Information:**

 * Payment method: Shows the payment method currently on file.
 * Billing Cadence: Details how often you are billed (e.g., Annual, Monthly, Commit annually pay monthly).
 * Next billing date: Indicates when the next charge will occur.
 * Next billing amount: Displays the amount charged during the next billing cycle.
 * Available credits: Shows any credits available to your account for charges such as recurring billing and upgrades. These credits are automatically applied toward your next payment.

If you have signed a contract with ActiveCampaign, be aware that your billing cadence will also reflect the duration of that contract.

Best practices and tips

To ensure smooth management of your billing information, consider the following best practices:

• **Regular Updates**: Regularly check your billing information to ensure that your payment method is up-to-date, especially if you receive a new credit or debit card.
• **Monitor Billing Cadence**: Be aware of your billing cadence and any upcoming charges to avoid surprises in your financial planning.
• **Utilize Available Credits**: Keep track of your available credits and ensure that they are applied to your next payment, which can help minimize cash outflow.
• **Secure Your Account**: Ensure your account is secure with a strong password and enable any additional security features provided by ActiveCampaign.

Common use cases with examples

Here are some instances where users would need to update their billing information:

1. **Change of Payment Method**: A user may have lost their credit card or switched banks, necessitating an update to ensure continued service.

2. **Updating Billing Address**: If a user moves to a new location and their billing address changes, they should update this information to avoid billing issues.

3. **Contract Signing**: After signing a contract, users may need to review their billing cadence to ensure they understand the conditions of their payment schedule.

Troubleshooting section

If you encounter any issues while trying to view or update your billing information, consider the following troubleshooting steps:

• **Permission Issues**: Ensure you have the required permissions. Only the Primary Account Admin or Admins with purchase permissions can make changes to billing information.
• **Modal Not Appearing**: If the Edit option does not lead to the modal form or the form fails to load, refresh your browser or try using an incognito window.
• **Update Not Saving**: If changes are not saving, check for any required fields that may not have been completed. Ensure you click the Update button before navigating away.

Related features section

In addition to updating billing information, you may find these related features useful:

• Account settings for managing other account-related configurations.
• Updates on your Plan Options to see what subscription plans are available.

FAQ section

Q1: How often can I update my billing information? A: You can update your billing information at any time during your billing cycle.

Q2: What should I do if I am unable to access the Billing & Upgrade page? A: Ensure you are logged in with the appropriate permissions—only the Primary Account Admin or Admins with purchase permissions can access this page.

Q3: What happens if my payment method fails? A: If your payment method fails, you will receive a notification, and your account may be at risk of suspension.

Q4: Can I change my billing cadence? A: Changes to billing cadence may be restricted based on your subscription plan, so check with ActiveCampaign support if you need to make adjustments.

Q5: Are there any fees for updating my billing information? A: No, there are no fees associated with updating your billing information within ActiveCampaign.

Q6: How do I check my available credits? A: Your available credits are displayed on the right side of the billing page under the Available credits section.

Q7: Can I view my past invoices? A: You can typically view past invoices via the billing section of your ActiveCampaign account, providing you have the necessary permissions.

By following this guide, you should now be equipped to view and manage your billing information effectively within ActiveCampaign. ```