Billing & Invoice

Admin users have Billing enabled for managing account billing details. Navigate to Settings from your user account and click on the Billing tab to check your billing details.

Billing Details

Admin users can modify their workspace billing emails and addresses using Billing Details as follows:

1. Click Edit on Billing Details to open the Edit Billing Details panel on the right.

The Edit Billing Details panel has Emails and Address tabs for billing updates. It lands on the Emails tab by default.

2. Modify your primary email and secondary email(s) on the Emails tab. Workspace invoices and payment details are sent to these email addresses. To add the first secondary email address, click Add secondary Email.

Add up to four additional secondary email addresses by clicking on Add More. To remove secondary email addresses, click on the corresponding Remove button.

3. You can modify your billing address from the Address tab.

4. Click on Update Billing Details to apply your billing changes. Alternatively, click Cancel to cancel the update and revert to the previous billing details.

Your Plan Details

View the overall plan details for all vendors on Your Plan Details. The plan details are listed for all vendors managed on your 5X platform based on their license or usage-based pricing.

Refer to Utilization to learn about your vendor analytics.

Payment Method

Admins can manage their primary and secondary payment methods from the Payment Method section. 5X currently supports the following payment types:

• Debit/Credit Cards (via Stripe payment gateway)

• ACH Wire Transfer

Note

Contact [e-mail] to request a payment method change.

Manage the following actions on payment method:

1. The primary payment method is highlighted with a Primary tag. Click Make Primary next to the required card to update your primary payment.

2. Click Add a Card next to the header to add a card payment method. Enter the required details and click Add Card to add the payment method.

3. To delete a secondary payment method, hover over the card and click Delete and confirm the action.

Billing History

Admin users can check their 5X platform’s billing history and invoice details from Billing History. You can download the invoice details by clicking Download of the respective invoice row.