In this article, we'll show how to update your billing email, payment method, billing address and tax ID, and how to find your past invoices and receipts.
- What You'll Need
- Open Payment Settings
- Change Your Billing Email
- Add or Change Your Payment Method
- Add or Change Your Billing Address
- Add or Change Your Tax ID
- Apply a Coupon Code
- View Billing History and Receipts
- Troubleshooting
Keep your billing details up to date from Payment Settings: your billing email, payment method, billing address and tax ID. Your past invoices and receipts are under Billing History.
What You'll Need
- An OptiSigns account with access to billing (the account Owner or an Admin)
Open Payment Settings
Click your profile icon in the top-right corner of the portal and select Payment Settings. It sits under Billing & Orders in the settings menu on the left. You can also go straight to app.optisigns.com/app/s/payment.
The page has a collapsible section for each part of your billing details:
- Billing Email - Where billing emails are sent.
- Billing Information - Your payment method.
- Billing Address - The address on your invoices.
- Tax ID - Your VAT or other tax ID. Shown only when your billing address is outside the US.
- Discount - A coupon code for your subscription.
Click a section's title to expand or collapse it.
Change Your Billing Email
In Billing Email, click Update Email. Type the new address and click Save.
Add or Change Your Payment Method
In Billing Information, you'll see the card on file, or "No payment method on file". Click Update Payment Method.
Choose Card or US bank account. For a card, fill in Card number, Expiration date, Security code, Country and ZIP code, then click Save.
NOTE |
| The card you save is charged automatically for your future invoices. |
Add or Change Your Billing Address
Expand Billing Address and click Update Billing Address. Fill in Address, City, Country, State and Zip / Postal Code. Address Line 2 and Phone are optional. Click Save.
Add or Change Your Tax ID
If you're outside the US and need a VAT invoice, add your VAT ID here.
IMPORTANT |
| The Tax ID section appears only after you've saved a billing address outside the US. Add your billing address first. |
Expand Tax ID and click Update Tax. Click + Add another ID, choose the ID type, type your tax ID, and click the green tick to save it. To remove an ID, click the red bin next to it. You can add up to 5 tax IDs.
Apply a Coupon Code
Expand Discount, enter your coupon code and click Apply.
View Billing History and Receipts
Click your profile icon in the top-right corner and select Billing History (under Billing & Orders in the settings menu), or go to app.optisigns.com/app/s/payment-history.
Invoice History lists your upcoming charge and your past invoices, with the Date, Invoice ID, Amount and Status of each.
- To see what your next invoice will charge, click the view button on the upcoming charge.
- To get a receipt, click View receipt on a paid invoice. The receipt opens in a new tab, where you can download it.
Troubleshooting
Here are some of the more common questions and issues you might face when updating your billing information, and their solutions.
I don't see the Tax ID section
The section appears only when your billing address is outside the US. See Add or Change Your Billing Address.
"You do not have access to this page"
Billing pages are only available to users who manage billing for the account. Ask your account Owner or an Admin.
"Invalid coupon code"
Check the code for typos and that it hasn't expired. If it still doesn't work, contact support@optisigns.com.
That’s all!
OptiSigns is the leader in digital signage software. If you have any additional questions, concerns or any feedback about OptiSigns, feel free to reach out to our support team at support@optisigns.com.