How to Manage Billing & Invoices
Learn how to access and manage billing details, view transaction history, download invoices, and adjust your subscription plan on DoubleTick.
Last updated
Learn how to access and manage billing details, view transaction history, download invoices, and adjust your subscription plan on DoubleTick.
Last updated
To access billing and invoices, navigate to the left-hand panel, click on "Settings," and then scroll down until you locate the section labeled "Billing and Invoices."
View Your Current Plan: Easily access information about your current subscription or service plan. This includes details such as plan type, features included, and billing cycle.
Manage Your Plan: Make adjustments to your existing plan, such as upgrading to a higher tier for additional benefits or downgrading to a more suitable plan based on your evolving needs.
Check Your Billing History: Track past transactions, including payment dates, amounts, and invoices generated. This transparency aids in your financial planning and record-keeping.
Cancel Your Subscription: If your requirements or circumstances change, you have the option to cancel your subscription directly from this section.
In the billing details section, you'll discover key information vital for invoicing across all products:
Organization Name: This identifies your business entity for billing purposes.
Email Address: Your primary contact email used for billing communication.
Phone Number: The contact number associated with your billing account.
Address: The location where billing correspondence and invoices are sent.
Additionally, you have the option to modify these details as needed
Click on the "Edit details" button
Then save the updated billing details by clicking on the "Save Billing Details" button
This ensures your billing information remains accurate and up-to-date
You'll have access to comprehensive details regarding your WhatsApp API wallet recharge transactions
Transaction Details: View a complete record of your wallet recharge transactions, including the date, time, and amount of each recharge.
Download Invoices: You'll also have the option to download invoices for your wallet recharge transactions. These invoices provide detailed documentation of each transaction for your records and accounting purposes.
You can access and download monthly reports detailing the WhatsApp API conversation costs.
Download Monthly Report: Simply click on the download button to obtain the monthly WhatsApp API conversation cost report. This report provides a breakdown of conversation costs incurred over the specified period.
Receive Report Link via Email: Upon clicking the download button, you'll receive a link to access the report via email. This ensures convenient access to the detailed conversation cost data.
