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Billing & Payments

Manage your payment methods, view invoices, and handle all billing-related tasks.

Payment Methods​

View Payment Methods​

┌────────────────────────────────────┐
│ Payment Methods           [+ Add]  │
├────────────────────────────────────┤
│ 💳 Visa ending in 4242 (Default)   │
│    Expires: 12/2025                │
│    [Edit] [Remove] [Set Default]   │
│                                    │
│ 💳 Mastercard ending in 5555       │
│    Expires: 06/2024                │
│    ⚠️ Expiring soon                 │
│    [Edit] [Remove] [Set Default]   │
└────────────────────────────────────┘

Add Payment Method​

Add Payment Method:

Card Number:
[4242 4242 4242 4242]

Expiry:
[12] / [25]

CVC:
[123]

Billing Address:
Name: [John Doe          ]
Address: [123 Main St    ]
City: [San Francisco     ]
State: [CA] ZIP: [94102  ]
Country: [United States ▼]

[✓] Set as default

[Cancel] [Add Card]

Update Payment Method​

Reasons to update:
- Card expired
- Lost/stolen card
- New card issued
- Different billing address

Update anytime
Zero downtime

Remove Payment Method​

⚠️ Remove Payment Method?

Card: Visa •••• 4242
Expires: 12/2025

Cannot remove default payment
Set another as default first

[Cancel] [Remove]

Invoices​

Invoice History​

┌────────────────────────────────────┐
│ Invoices                           │
├────────────────────────────────────┤
│ Jan 1, 2024                        │
│ Invoice #INV-2024-001              │
│ Amount: $29.00                     │
│ Status: Paid ✓                     │
│ [Download PDF] [View]              │
│                                    │
│ Dec 1, 2023                        │
│ Invoice #INV-2023-012              │
│ Amount: $29.00                     │
│ Status: Paid ✓                     │
│ [Download PDF] [View]              │
│                                    │
│ Nov 1, 2023                        │
│ Invoice #INV-2023-011              │
│ Amount: $29.00                     │
│ Status: Paid ✓                     │
│ [Download PDF] [View]              │
└────────────────────────────────────┘

[Export All] [Filter]

Invoice Details​

Invoice: INV-2024-001
Date: January 1, 2024

Bill To:
John Doe
123 Main Street
San Francisco, CA 94102
United States

Items:
Xermius Pro Plan
Jan 1 - Jan 31, 2024
Quantity: 1
Price: $29.00

Subtotal: $29.00
Tax: $0.00
Total: $29.00

Payment Method:
Visa •••• 4242
Status: Paid ✓
Payment Date: Jan 1, 2024

[Download PDF] [Email]

Download Invoice​

Formats:

● PDF (recommended)
○ CSV (data)
○ JSON (API)

File: xermius-invoice-2024-001.pdf
Size: 45 KB

[Download]

Email Invoice​

Email Invoice:

To: [john@example.com]

[✓] Include payment receipt
[✓] Include tax information

[Send]

Billing Address​

View Address​

Billing Address:

John Doe
123 Main Street
Apartment 4B
San Francisco, CA 94102
United States

[Edit]

Update Address​

Update Address:

Important for:
- Tax calculation
- Invoice generation
- Payment processing
- Legal compliance

Keep updated!

Payment History​

Transaction Log​

┌────────────────────────────────────┐
│ Payment History                    │
├────────────────────────────────────┤
│ Jan 1, 2024                        │
│ Pro Plan - Monthly                 │
│ $29.00                             │
│ ✓ Successful                       │
│ Visa •••• 4242                     │
│                                    │
│ Dec 1, 2023                        │
│ Pro Plan - Monthly                 │
│ $29.00                             │
│ ✓ Successful                       │
│ Visa •••• 4242                     │
│                                    │
│ Nov 1, 2023                        │
│ Pro Plan - Monthly                 │
│ $29.00                             │
│ ✗ Failed - Card declined           │
│ Visa •••• 4242                     │
│ Retried: Nov 2, 2023 ✓            │
└────────────────────────────────────┘

[Export History]

Failed Payments​

Handle Failed Payment​

⚠️ Payment Failed

Date: Jan 1, 2024
Amount: $29.00
Card: Visa •••• 4242
Reason: Insufficient funds

Actions:
1. Update payment method
2. Retry payment

Grace period: 7 days
Attempt: 1 of 3

[Update Method] [Retry Now]

Retry Schedule​

Automatic retries:
- Day 1: Immediate
- Day 3: 2nd attempt
- Day 5: 3rd attempt
- Day 7: Final attempt

Then: Service suspended

Manual retry anytime

Tax Information​

Tax ID​

Tax Information:

Business Name:
[Acme Corporation    ]

Tax ID (VAT/GST):
[US123456789        ]

Tax Exempt:
[ ] Tax exempt organization
    [Upload Certificate]

[Save]

Tax Rates​

Applied automatically:

Based on billing address:
- US: State sales tax
- EU: VAT
- Others: Local rates

Shown on invoice

Billing Notifications​

Email Alerts​

Email Notifications:

[✓] Payment successful
[✓] Payment failed
[✓] Invoice generated
[✓] Card expiring soon
[✓] Subscription renewed
[ ] Promotional offers

Send to:
[john@example.com     ]

[Save]

Notification Examples​

Payment successful:

✓ Payment Processed

Amount: $29.00
Plan: Pro
Date: Jan 1, 2024

Invoice: #INV-2024-001
[View Invoice]

Card expiring:

⚠️ Card Expiring Soon

Card: Visa •••• 5555
Expires: Next month

Update now to avoid:
- Service interruption
- Failed payments

[Update Card]

Credits & Refunds​

Account Credits​

Account Credits:

Available: $14.50

From:
- Proration credit
- Refund credit
- Promotional credit

Applied to next payment:
Next billing: $29.00
Credit: -$14.50
Total: $14.50

[View Details]

Request Refund​

Refund Policy:

30-day money back
No questions asked
Pro-rated refunds
Processed in 5-7 days

Request Refund:
Reason: [____________]

[Cancel] [Request]

Payment Security​

Secure Processing​

Security measures:
✓ PCI-DSS compliant
✓ Encrypted storage
✓ 3D Secure support
✓ Fraud detection
✓ No plain text storage

Your payment data is safe!

Supported Methods​

Credit Cards:
✓ Visa
✓ Mastercard
✓ American Express
✓ Discover

Other:
✓ PayPal (coming soon)
✓ Bank transfer (Enterprise)
✓ Wire transfer (Enterprise)

Annual Billing​

Switch to Annual​

Save 17%:

Monthly: $29 × 12 = $348/year
Annual: $290/year
Savings: $58/year

[Switch to Annual]

Annual Benefits​

Benefits:
✓ 2 months free
✓ Single payment
✓ No monthly billing
✓ Better budgeting
✓ Price lock

Worth it!

Enterprise Billing​

Custom Invoicing​

For enterprises:

✓ Custom payment terms
✓ Net 30/60/90 options
✓ Purchase orders
✓ Wire transfer
✓ Multi-year contracts
✓ Volume discounts

[Contact Sales]

Troubleshooting​

Payment Declined​

Common reasons:

1. Insufficient funds
   → Add funds to account

2. Card expired
   → Update card

3. Wrong CVC
   → Re-enter correctly

4. Billing address mismatch
   → Update address

5. Bank security hold
   → Contact bank

Can't Add Card​

Check:

□ Card type supported?
□ All fields filled?
□ Valid expiry date?
□ Correct CVC?
□ Billing address correct?

Try different browser
Clear cache

Missing Invoice​

Can't find invoice?

1. Check email spam
2. Check filters
3. Download from web
4. Contact support

All invoices saved online

Best Practices​

1. Keep Card Updated​

Set reminders:
- Update before expiry
- Check every 6 months
- After card reissued

Avoid service interruption

2. Save Invoices​

Download invoices:
- Monthly when issued
- Keep for taxes
- Business records
- Expense reports

Good accounting practice

3. Monitor Charges​

Review charges:
□ Expected amount?
□ Correct date?
□ Right plan?

Catch errors early

4. Use Annual Billing​

If using long-term:
- Switch to annual
- Save 17%
- One payment/year
- Less hassle

5. Backup Payment​

Add second card:
- As backup
- Auto-failover
- Never interrupted

Peace of mind!

Next Steps​