Billing Dashboard
The Billing Dashboard card links to your account’s dedicated billing portal. Use it to maintain payment methods, download invoices, and review subscription charges.What You’ll Find
- Overview Text: A short description reminds you that subscription and billing details live in the external portal.
- Billing dashboard Button: Click to open the secure billing interface in a new tab. Look for the external link icon indicating it will leave the Aivah app.
Tasks to Complete in the Billing Portal
- Add or Update Payment Methods: Keep corporate cards or bank info current to avoid failed renewals.
- View Transaction History: Review past invoices, receipts, and credit purchases.
- Download Documents: Export invoices as PDF for finance or compliance needs.
- Update Billing Contacts: Ensure invoice emails go to the right stakeholders.
Grant finance or operations teammates access to the billing portal so they can manage invoices without needing full admin privileges inside Aivah.
Best Practices
- Monthly Reconciliation: Download invoices each month to match charges with internal budgets.
- Verify After Changes: Following any plan upgrade or credit purchase, double-check the billing portal for the updated invoice.
- Secure Access: Use strong passwords and SSO for portal logins; billing information is sensitive.