What You Can Do
- View billing overview and current charges
- Add or update payment methods
- Download invoices
- View billing history
Prerequisites
- You must be a workspace Owner to manage billing
Billing Tabs
The billing page has three main sections:| Tab | Description |
|---|---|
| Overview | Current subscription, usage, and upcoming charges |
| Payment Methods | Manage credit cards and payment options |
| Billing History | View and download past invoices |
Step-by-Step: View Billing Overview
1
Navigate to Billing
Go to Settings → Billing in the sidebar.
2
Review Overview
The Overview tab shows:
- Current plan and price
- Next billing date
- Current period usage
- Estimated charges
Step-by-Step: Add a Payment Method
1
Go to Payment Methods
Click the Payment tab.
2
Click Add Payment Method
Click Add Payment Method.
3
Enter Card Details
Enter your credit card information:
- Card number
- Expiration date
- CVC
- Billing address
4
Save
Click Save to add the payment method.
Step-by-Step: Update Default Payment Method
1
Go to Payment Methods
Navigate to the Payment tab.
2
Find the Card
Locate the card you want to set as default.
3
Set as Default
Click Set as Default.
Step-by-Step: Download an Invoice
1
Go to Billing History
Click the History tab.
2
Find the Invoice
Locate the invoice you want to download.
3
Download
Click the Download button to get a PDF copy.
Billing Overview Details
| Field | Description |
|---|---|
| Current Plan | Your active subscription plan |
| Billing Cycle | Monthly or yearly |
| Next Payment | Date of next automatic charge |
| Amount Due | Upcoming payment amount |
| Usage This Period | Messages, storage, and credits used |
Payment Methods
Accepted Payment Methods
- Visa
- Mastercard
- American Express
- Discover
Payment Security
All payment information is securely processed through Stripe. Boty never stores your full card details.
Billing History
Each invoice shows:- Invoice number
- Date
- Amount
- Status (Paid, Pending, Failed)
- Download link
Best Practices
Keep payment methods up to date
Keep payment methods up to date
Update your card before it expires to avoid service interruptions.
Download invoices for records
Download invoices for records
Download invoices monthly for your accounting records.
Set up a backup payment method
Set up a backup payment method
Add a secondary card in case your primary payment fails.
Review charges regularly
Review charges regularly
Check your billing overview monthly to ensure charges are correct.
Troubleshooting
Payment failed
Payment failed
- Check card details are correct
- Ensure sufficient funds
- Verify billing address matches card
- Contact your bank
- Try a different payment method
Invoice not showing
Invoice not showing
- Invoices are generated after payment
- Wait 24 hours for processing
- Contact support if still missing
Cannot add payment method
Cannot add payment method
- Ensure you have Owner permissions
- Try a different browser
- Disable ad blockers temporarily
- Contact support
Unexpected charges
Unexpected charges
- Review your plan and usage
- Check for overage charges
- Contact support for clarification
Cancellation
To cancel your subscription:- Go to Settings → Plans
- Click Cancel Subscription
- Confirm cancellation