Billing

The Billing page is where you manage everything financial for your Traise account — your subscription plan, past invoices, and the payment methods on file.

Navigate to Admin → Billing (/account/info/billing). The page opens on the Invoices tab by default.

Autopay prompt

If autopay is not configured on your account, a persistent banner appears at the top of the Billing page. Setting up autopay ensures your subscription renews without interruption and avoids manual payment reminders. Add a payment method on the Payment Methods tab to enable autopay.

Plan tab

The Plan tab shows your current subscription details:

• Plan name and included features
• Current seat and phone number limits
• Available plans you can upgrade or downgrade to

Contact support to make plan changes if an upgrade option is not available directly in the UI.

Invoices tab

The Invoices tab is the default view when you open Billing. It lists your billing history in reverse chronological order.

For each invoice you can:

• View the invoice details inline
• Download the invoice as a PDF

Tip

If you need invoices for accounting or tax purposes, you can download them individually from this tab. Each invoice includes a breakdown of your plan charges and any usage fees.

Payment Methods tab

The Payment Methods tab lets you manage the credit cards on your account.

1. Click Add Payment Method.
2. Enter your card number, expiration date, and CVV.
3. Click Save. The card is stored securely and used for future charges.

You can add multiple cards, set a default, and remove cards that are no longer needed. Removing the only card on file will disable autopay.

Caution

If a payment fails, Traise will retry and notify you by email. Continued payment failures can result in service interruption. Keep at least one valid payment method on file at all times.