Manage Billing

Required Permissions In order to view/edit specific billing details, you need to have the correct access and permission level: For additional details on permissions, view our guide here . Your Plan In the Your Plan section, you can view y...

Upgrade Subscription To change your plan from your Branch Dashboard: In the left-hand navigation, under CONFIGURE , click on Account Settings . From the Account Settings page, click on the Billing tab. Click the Change Plan button...

Overview An invoice will be sent via email to the billing contact of your account with details of the charge and a copy of the invoice receipt. Viewing invoices is different depending on your current Branch plan. Self-Serve Invoices For Self-se...

Add New Payment Method To add a new payment method: Go to Account Settings on the navigation menu. Navigate to the Billing tab. Click New Payment Method . Complete the fields to add a new credit card to your account, and click S...