Find billing, invoices, and receipt settings
Open the account menu and select Billing & plan, or open Account overview → Plan & billing. The Billing and plan screen shows your current plan, billing term, payment method, receipts, usage, and recent invoices.
Review the account
Section titled “Review the account”- Use View usage for current billing-cycle usage and capacity.
- Use View plans or Change plan to review available plans and the details shown before making a change.
- Where a payment method is present, use its update action to review the payment form.
- Select Full billing history when invoices are listed, then open the relevant transaction to inspect its details.
If your account has no invoices or stored card, those areas can be empty. Plan options and available actions depend on the account’s current subscription.
Choose receipt delivery
Section titled “Choose receipt delivery”- In the Receipts row, select Manage.
- Set Send receipts by email.
- Add receipt recipients, one email address per line. Review this list carefully before saving.
- Select Save receipt settings.
When no additional recipients are listed, the account email is used. The screen describes these as successful-payment receipts; this setting does not compose a campaign message to leads.
For unexpected billing or an invoice you cannot find, contact support with your account email, the invoice date, and the question. Keep full card details out of the message.