If you pay for Heyloyalty by invoice, someone has to remember to pay each invoice on time. With a payment card on the account, payments are charged automatically when you are invoiced.
In this guide, you add a payment card to your account. You also see how to replace the card when it expires.
Step 1: Open Billing
Click the user icon with the gear in the top-right corner, and select Usage and billing. Then click the Billing tab at the top of the page.
Note: If you have the Read only role, you cannot see the Billing tab. In that case, ask a colleague with the Admin or User role to add the card. If your colleagues cannot see the tab either, contact our support.
Step 2: Add the card
Click Add card in the top-right corner. You are taken to a payment page from our payment provider. Enter your card details, and confirm the card.
Step 3: Check the card
Once the card is saved, you return to Billing. At the top of the page, it says “Your card has been added. All future payments will be charged to this card.”
The card is now shown in the top-right corner:
- Type: the card type, for example Visa.
- Last 4: the last four digits of the card number.
- Expires: the month and year the card expires.
The Add card button is now called Update card. You can still see and download your invoices under Invoice Overview.
Note: If your license is invoiced via another account, the How this account is invoiced box on the page says so. The card is then only used for what is invoiced on your own account, such as SMS usage.
Replace the card
If the card expires, or you want to use another card, click Update card, and enter the new card on the payment page. The new card replaces the old one, so there is only one card on the account.
You cannot remove the card yourself. If you want to go back to paying by invoice, contact our support.
Payments run on their own
You have now added a payment card, so your future payments are charged automatically. You also know where to replace the card before it expires.
Your invoices are still under Invoice Overview, so your bookkeeper can download them as PDFs from there. If you prefer to be invoiced less often, an administrator can select, for example, Every 3 months under Billing Frequency and click Update. To keep track of your email and SMS usage, see Get an overview of your usage.