In this article we will go over the "Plan" and "Invoices" sections of the accounts area.
*Skip to any section in this article by clicking on the links above
ℹ️ Only users with account management permissions will be able to see and manage the 'Plan' and 'Invoices' tabs.
Plan
Once in the Account settings area of Plytix, navigate to the Plan tab. This section is split into three areas:
- Billing
- Company details
- Payment method
Billing
The "Billing" area tells you the plan you are on currently:
To upgrade your plan, click the Upgrade now button at the top right of the account page.
Company Details
Keep your company information up to date, this is what we use to generate your invoices. To edit it, click the pencil icon next to the Company details heading.
ℹ️ Invoices are sent to the email address listed under Notifications e-mail. To send to multiple addresses, separate them with a comma.
Payment method
Plytix supports payment by credit card and bank transfer. You can add multiple cards to your account, the one marked as Primary is the card that will be charged.
To add a new card, click + Add new. To remove a card, click the bin icon next to it.
⚠️ Paying with AMEX will carry an extra processing fee.
ℹ️ To change your payment method type (e.g. switch to bank transfer), please contact your Account Manager.
Invoices
You can view and download all your invoices from the Invoices tab in account settings.
The invoices table shows:
- Billing Date - the date the invoice was issued
- Amount - the amount charged
- Status - the current state of the invoice: Paid, Scheduled, or Failed
- Incidences - if there's an issue with a payment, an explanatory message will appear here (e.g. "Card Expired" or "Cardholder Limit Exceeded")
Each invoice row includes an unlabelled download button at the end, click it to download a PDF copy of that invoice.
💡 Use the filter dropdown on the right to view invoices by year issued.
What's next?
- Learn how to change your account plan
- Learn how to create and manage your team roles
- Learn how to export an overview of your account data