On this page, you can manage your payment methods and view or download your invoices.
The following table lists the actions that each predefined role can perform:
| Owner | Admin | Location Manager | Staff | |
|---|---|---|---|---|
| Manage payment methods | X | |||
| View or download invoices | X |
For details about how to perform some of the operations that are common to most sections, see the How to Use the Settings Section page. The rest of this section provides details about the actions that are unique to this section.
Add a Credit Card
- In the Payment Methods box, select the plus button at the top right corner.
- Populate all the required information.
- Select the Add Credit Card button.
Remove a Credit Card
In the Payment Methods section, find the card you want to remove, and select the X button at the far right of the row.
Change the Default Payment Method
Find the card you want to set as the default payment method, and then turn on the toggle under Default.
View an Invoice
In the Invoices section, find the invoice you wish to view, and then select the eye icon at the far right of the row.
Download an Invoice
In the Invoices section, find the invoice you wish to download, and then select the download icon at the far right of the row.