Appearance
Payment Information
Manage billing details, view invoices, and update payment methods for your Batch platform subscription.
Overview
Manage your account billing, subscription, and payment information.
Accessing Billing
Navigate to Settings > Billing.
Subscription Plans
View Current Plan
See your active plan:
- Plan name
- Monthly/annual cost
- Features included
- Usage limits
- Renewal date
Change Plan
Upgrade or downgrade:
- Click Change Plan
- Select new plan
- Review changes
- Confirm
Timing:
- Upgrades: Immediate
- Downgrades: Next billing cycle
- Prorated charges/credits applied
Cancel Subscription
End your subscription:
- Settings > Billing > Cancel
- Select reason
- Confirm cancellation
Access:
- Continues until end of billing period
- Data exported
- Account archived
Payment Method
Add Payment Method
Add credit card or bank account:
- Settings > Billing > Payment Methods
- Click Add Payment Method
- Enter details:
- Card number
- Expiration
- CVV
- Billing ZIP
- Save
Update Payment Method
Change default payment:
- Add new payment method
- Set as default
- Remove old method (optional)
Remove Payment Method
Delete stored payment:
- Cannot remove if only method
- Must have active subscription
Billing Information
Company Details
Update billing information:
Company Information:
- Legal company name
- Tax ID/VAT number
- Business address
Billing Contact:
- Name
- Email address
- Phone number
Billing Address:
- Street address
- City
- State/Province
- ZIP/Postal code
- Country
Tax Information
US Businesses:
- Federal Tax ID (EIN)
- State tax exempt status
EU Businesses:
- VAT number
- Reverse charge eligible
Other Countries:
- Local tax requirements
Invoices
View Invoices
Access all invoices:
- Invoice number
- Date
- Amount
- Status (paid/pending/failed)
- Download PDF
Invoice Details
Each invoice shows:
- Billing period
- Plan charges
- Usage charges
- Add-ons
- Discounts
- Taxes
- Total amount
- Payment method
- Transaction ID
Download Invoices
Get invoice PDFs:
- Go to invoice list
- Click invoice
- Click Download PDF
Or download all:
- Billing > Download All Invoices
- ZIP file with all PDFs
Usage & Billing
Metered Usage
Track usage-based charges:
Common Metrics:
- API calls
- SMS messages sent
- Email messages sent
- Storage used
- Product scans
Billing:
- Tracked in real-time
- Billed monthly
- Overage charges
- Usage reports
Usage Limits
Monitor limits:
- Plan included amounts
- Current usage
- Overage rates
- Usage alerts
Set Usage Alerts
Get notified:
- Settings > Billing > Usage Alerts
- Set threshold (e.g., 80%)
- Add email recipients
- Save
Payment History
Transaction History
All payment records:
- Date
- Description
- Amount
- Status
- Payment method
- Invoice link
Failed Payments
View failed charges:
- Failure reason
- Retry attempts
- Update payment method
- Retry manually
Discounts & Credits
Apply Coupon
Use promotional codes:
- Billing > Apply Coupon
- Enter code
- Apply
Types:
- Percentage off
- Fixed amount off
- Free months
- Free trial extension
Account Credits
View/use credits:
- Promotional credits
- Refund credits
- Referral credits
- Applied to next invoice
Subscription Management
Billing Cycle
Choose billing frequency:
Monthly:
- Pay monthly
- More flexible
- Higher per-month cost
Annual:
- Pay yearly
- Cost savings (typically 15-20%)
- Locked in for year
Add-Ons
Additional features:
- Extra users
- Additional storage
- Advanced features
- Priority support
Manage:
- Billing > Add-Ons
- Enable/disable
- Charges prorated
Auto-Renewal
Subscription renews automatically:
- Charged to default payment method
- Invoice emailed
- No service interruption
Disable:
- Subscription ends at term
- No automatic charge
- Must manually renew
Failed Payments
Update Payment Info
If payment fails:
- Email notification sent
- Update payment method
- Retry automatically
- Or manually retry
Retry Schedule
Automatic retries:
- Day 1: Immediate retry
- Day 3: Second attempt
- Day 7: Third attempt
- Day 14: Final attempt
Account Suspension
If all retries fail:
- Account suspended
- No access to platform
- Data preserved 30 days
- Reactivate by paying
Billing Notifications
Email Alerts
Receive notifications for:
- Upcoming renewals (7 days before)
- Successful payments
- Failed payments
- Usage alerts
- Invoice available
Configure Alerts
Manage notification preferences:
- Settings > Billing > Notifications
- Toggle alerts on/off
- Add recipients
- Save
Tax Handling
Sales Tax
US Customers:
- State sales tax applied
- Based on billing address
- Rates vary by state
Exemptions:
- Upload tax exempt certificate
- Select exempt status
- Provide tax ID
VAT (EU)
EU Customers:
- VAT applied
- Rate based on country
- Reverse charge for businesses
Provide VAT Number:
- Validate VAT ID
- Reverse charge applied
- No VAT charged
Other Countries
Local tax requirements:
- GST (Canada, Australia, etc.)
- Country-specific taxes
- Comply with local laws
Billing Support
Common Issues
Payment Declined:
- Check card details
- Verify billing address
- Contact bank
- Try different card
Wrong Amount Charged:
- Review invoice
- Check usage charges
- Verify plan changes
- Contact support
Missing Invoice:
- Check spam folder
- Download from dashboard
- Request re-send
Contact Billing Support
For billing questions:
- Email: billing@batch.com
- In-app chat
- Submit ticket
- Phone support (enterprise)
Enterprise Billing
Custom Invoicing
For enterprise customers:
- Net 30/60/90 terms
- Purchase orders
- Wire transfers
- Custom contracts
Volume Discounts
Negotiate pricing:
- High volume
- Annual commitments
- Multi-year deals
Best Practices
Keep Information Current
- Update payment methods before expiration
- Maintain accurate billing address
- Keep contact email monitored
- Update tax information
Monitor Usage
- Check usage regularly
- Set up alerts
- Plan accordingly
- Upgrade if needed
Security
- Use secure payment methods
- Monitor for unauthorized charges
- Review invoices monthly
- Report issues immediately