Manage the billing address and payment method

On the “Billing” page you maintain your team billing address and update the stored payment method. Both entries form the basis for invoicing and are edited in their own side panel.

Prerequisites

• You have the “Edit billing address” permission for this team.
• You have opened “Settings → Billing” from the left-hand menu. The page has the heading “Billing” and shows four sections: “Billing address”, “Payment method”, “Costs and term” and “Subscription”.
• The payment method can only be edited once a billing address exists. As long as it is missing, the section shows the note “Fill in address details to edit the payment method.” and the “Edit” button is not visible.

Maintain the billing address

1. In the “Billing address” section, click “Edit”. A side panel opens with the title “Billing address”.
2. Complete the required fields “Company”, “Street and house number”, “Postcode”, “City”, “Country” and “Email”. The “Country” field is a selection field and contains all countries with their German names.
3. If needed, add the optional fields “Department”, “First name”, “Last name”, “Order number” and “VAT”. If your finance team requires a purchase order number on the invoice, store it here.
4. Click “Save”. The panel closes and the section shows the updated values. Alternatively, click “Cancel” to close the panel without saving.

Update the payment method

1. In the “Payment method” section, click “Edit”. A side panel opens with the title “Payment method”.
2. In the “Payment method” selection field, choose one of the available options: “Invoice” for payment by invoice or “Direct debit” for the SEPA direct debit procedure.
3. If you select “Direct debit”, the additional fields “Account holder”, “IBAN” and “BIC” appear. Enter the complete bank details there.
4. Click “Save”. Alternatively, click “Cancel” to keep the previous payment method.

Review costs and term

The “Costs and term” section is for information only and cannot be edited. It shows the annual price in euros net plus VAT under “Cost” and the start and end date of the current subscription period under “Delivery period”. Check these details before passing a changed billing address on to your finance team.