Availability: All plans · Role: owner
Keep a card on the team and pull the receipts. Both live on the billing page and both are for people who hold billing authority.
Before you start
- You hold billing authority: the owner on any plan, or an admin on Expert and above.
Add a card
- Go to Billing and find Payment methods.
- Click Add Card.
- Enter the card details. They go straight to Stripe, and no charge is made at this point.
- Click Save Card. The card appears in the list and Trace confirms it was saved.
Each saved card lists as its brand and last four digits with its expiry. The card the team bills against carries a Default badge. With nothing saved, the section reads “No payment method on file.”
Change or remove a card
- Open the actions menu on the card’s row.
- Choose Set as Default to bill that card from now on. The option is not offered on the card that is already default.
- Choose Remove Card to detach it. Trace asks you to confirm and reminds you that an active subscription needs at least one card on file.
Keep a valid default card while a subscription is running. Plan changes, seat changes and pay-as-you-go overages all bill the default card.
Get an invoice
The Recent invoices table lists up to 12 invoices with their number, date and amount, and a status of paid, open, uncollectible or void. Click the download icon on a row to open that invoice’s PDF.
Before your first billing cycle closes the table reads “No invoices yet. Your first invoice appears after your first billing cycle.” Free teams have no invoices table at all.
Related
- Change your plan, for what a change bills
- Pay-as-you-go, for overage charges
- Cancel your plan, for stopping the charges
- Plans and billing, for who can see this page