title: "Payment Setup & Invoicing"
Step 1: Add a payment method
- Instruction: Go to Billing → Payment Methods and add a credit card or connect Stripe following the prompts.
- Expected: The payment method is saved and available for subscription charges.
- Why it matters: A valid payment method ensures uninterrupted service and correct billing.
- Troubleshooting: If a card is declined, confirm card details and contact the bank for holds.
Step 2: Set a billing contact
- Instruction: In Billing → Contacts, add a billing contact and billing email for invoice delivery.
- Expected: Invoices are sent to the designated contact email.
- Why it matters: Ensures finance teams receive invoices promptly for reconciliation.
- Troubleshooting: If invoices aren’t received, check spam folders or confirm the email address is correct.
Step 3: View and download invoices
- Instruction: Go to Billing → Invoices, select an invoice, and download the PDF for records.
- Expected: The invoice PDF downloads or opens for printing/emailing to finance.
- Why it matters: Downloadable invoices support accounting and expense workflows.
- Troubleshooting: If download fails, try a different browser or check file permissions.
What success looks like
- Active payment method on file and successful subscription billing.
- Invoices available and downloadable for accounting.