Find your invoices and update your payment method

Invoices, the card on file and the tax details that appear on them all live in one place: Settings → Billing.

Availability

Plan: any paid plan. A Free workspace has no invoices.
Where: Settings → Billing, sections Payment Methods, Billing Data and Invoices.

Before you start

Enter your tax details before the next invoice is issued. An invoice is generated with the details on file at that moment, and adding a tax number afterwards does not rewrite an invoice that already exists.

Find and download an invoice

Open Settings → Billing and scroll to Invoices.
Each row shows the date, the amount, the status and a link.
Select Invoice to open it, or the download icon to save the PDF.

The list shows your most recent invoices. View all in portal opens the full history.

Change the card

In Payment Methods, select Update payment method.
Enter the new card.

The card in use shows its brand, its last four digits and its expiry date. Keeping it valid matters more than it looks: a card that expires quietly leads to a failed charge and, after a series of retries, to the subscription ending — see Fix a payment that did not go through.

Enter your tax details

In Billing Data, select Add billing data and fill in:

Type of Person — individual or business.
Country — required, and it decides which tax number applies.
Name / Business Name — the name printed on the invoice. For a company, the legal name.
Tax ID — CNPJ or CPF in Brazil, VAT or the local equivalent elsewhere. Optional in some countries.

These details reach the payment provider and appear on invoices issued from then on.

Invoices and the Brazilian NFS-e

Two different documents exist, and mixing them up is common:

The invoice in the billing screen is the payment record. It is what you download from the list.
The NFS-e is the Brazilian service tax document. When it applies, it is issued separately and sent by e-mail with the PDF attached. It does not appear in the billing screen.

The NFS-e is issued from the tax details on file when the payment is confirmed, which is why entering them early matters.

Verify it works

After saving tax details, open the next invoice and check the name and tax number printed on it. After changing a card, the Payment Methods section shows the new brand and last four digits.

Troubleshooting

The invoice does not show my CNPJ

The invoice was issued before the tax details were saved. Invoices already generated are not rewritten; the next one carries the new details.

I do not see any invoices

Invoices exist for paid plans. A workspace that never subscribed, or one that has returned to Free, has none to show.

I need an invoice older than the ones listed

View all in portal opens the complete history with every invoice on file.

The amount charged differs from the invoice

A card statement can differ from the invoice through currency conversion and any fee your bank applies to international charges. The invoice is the document that states what was billed.

Can a team member manage billing

The billing screen is reachable by members, but cancelling the subscription is restricted to the workspace owner. Treat billing as an owner responsibility — What owners and members can each do.