Manage Account Payment Methods & Billing

In this article you will learn how to access your company payment methods and billing information. Follow the steps below to access and edit your account credit card information, download and email invoices and statements.

In this article: 

Account Payment Methods - Add & Edit

Invoices - Access, Download & Email

Statements - Access, Download & Email

🎥 Manage Account Payment Methods & Billing

Account Payment Methods - Add & Edit

1. In Greenius, navigate to Settings > Account Settings > Billing Details
   
2. On this page you will find your account credit card information. Actions include:
   • ADD - If you do not see credit card information here and you'd like to add one, click the ADD button.
   • Edit - To edit an existing card, click Edit to the right of that card's information.
     

Invoices - Access, Download & Email

On the Invoices page in Greenius, see a detailed break down of account invoices, download invoices to your computer and email individual invoices to the Greenius account email.

1. Navigate to Settings > Account Settings > Billing Details
2. Click on the 3 horizontal lines on the right, and from the dropdown, select INVOICES
   
   • The Invoices page will display all of your invoice information: Invoice Date, Invoice Amount, Invoice Status, Due Date
   • Click VIEW for more actions
     
     • Send Invoice Email - Click SEND INVOICE EMAIL to send this email to the email address you have on file. 
       💡 This email address can be edited or changed at Settings > Company Settings > Details.
     • Download PDF - Download this invoice as a PDF. Click the DOWNLOAD PDF button and the invoice can be found in your downloads file on your computer.
       

Statements - Access, Download & Email

On the Statements page in Greenius, see a detailed break down of account charges, download charges to your computer and email charges to the Greenius account email.

1. Navigate to Settings > Account Settings > Billing Details
2. Click on the 3 horizontal lines on the right, and from the dropdown, select STATEMENTS
   
3. By default, this page will show 'There are no statements to display here', click the GENERATE button
   
4. Use the calendar to select Start & End date
5. Choose a Statement Style: Detailed, By Subscription, or Summarized
6. When preferences are selected, click GENERATE
   
7. A statement will be generated for that selected date range and style. Further actions include:
   • Send Statement Email - Click SEND STATEMENT EMAIL to send this email to the email address you have on file. 
     💡 This email address can be edited or changed at Settings > Company Settings > Details.
   • Download PDF - Download this invoice as a PDF. Click the DOWNLOAD PDF button and the statement can be found in your downloads file on your computer.

🎥 Manage Account Payment Methods & Billing