Manage your billing & payment details

You need to have the iCompleat admininstratore role, or have the Access to subscription options permission, to access payment and billing details. Go to Roles and permissions explained to find out more.

It's easy to view, update, and manage the billing and payment details for your iCompleat company.

Follow the steps in this article to see how.

Update billing and contact details

Your billing & contact details in iCompleat include:

• account name
• contact address
• billing address
• notification email address
• key contacts
• your company’s registered tax company

Follow these steps to edit your billing and contact details.

1. Go to your user menu and select Subscription Options.
2. Go to Billing/Contacts.
3. Select Edit to make changes to a field.
4. Select New to add a new key contact.

   Your changes are saved automatically.

   

Add a new payment card

You can save multiple payment cards against your iCompleat account, and set a default card for all payments you make to iCompleat.

Follow these steps to add a new card and set a default card.

1. Go to your user menu, and select Subscription Options.
2. Select Payments.
3. Select Edit payment details.
4. Enter the card number and sort code, and select Add new card.
5. The card appears under Your saved cards.

   Select Make default next to the card you’d like to set as your default card for payments in iCompleat.

   You need to have at least two cards saved to be able to set a default card.

   

View your iCompleat payment history

iCompleat keeps a record of all of the purchases you make, which you can easily view

Follow these steps to see your payment history.

1. Go to your user menu, and select Subscription Options.
2. Go to Payments.
3. Your Payment history appears, including your next payment due, and your default payment method.

   Select View next to a payment to see the invoice PDF in a separate tab.

   Select the filter icon to narrow down the list of results by your specific criteria.

   

Related articles:

As an Administrator, how do I reset a password?

View and edit a numbering scheme

Create an auto-approval workflow