How do I add new billing information in Docyt?

Table of Contents:

A. How to Add Billing Method In Docyt?

B. How to view bank accounts linked to my Billing Method?

A. How to Add Billing Method In Docyt?

Step Guide:

1. Access your Docyt account and navigate to the dashboard.

2. Move the cursor to the top right corner and click the Gear icon next to your Profile icon.

3. From the Gear icon options, click Account Settings.

   
4. In the left panel, select Account Settings again. A new window will open showing your Billing Details.
5. Click on the Billing tab.
6. Click the Manage Billing with Stripe tab. You will be redirected to the Billing Method page.
   
   
7. Click the ➕ Add Payment Method button to add a new payment method.
   
8. On the payment page, fill in the required details.
   

9. Complete the process to add your billing information.

   

B. How to view bank accounts linked to my Billing Method?

Step Guide:

1. Log in to your Docyt account and navigate to the modules on the main header menu.

2. Click Business > General Settings > Billing Information.

   

3. Select the Manage Billing With Stripe tab.

4. You will be redirected to the complete billing information page.

   

5. Scroll down to the Payment Method section to view all added bank accounts.

6. To review past payments, scroll further down to check the Invoice History.

7. If you want to update any information (e.g., address), click the Update Information button below.

8. Click Save to confirm the updates.

9. Click Return To Docyt in the left panel to go back to your Docyt account.

For questions regarding your subscription plan, please contact support@docyt.com.