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Managing your Billing Information

Sharon Raanan
Updated

To manage your billing information:

From the Navigation Panel click Billing > Payment Details.

Main billing page with 3 options: status, history and payment details

The Credit Card Details page will display. It contains the information used for billing. 

Credit card details page

Add New Card

The Add New Card option enables you to define your card information for both a monthly and an annual subscription payment.  addCard.png

To create a new payment method:

    1. Click ADD NEW CARD.

    2. Enter the card details such as Card Number, CVV, Card holder’s name, and card expiry date.

    3. Click ADD NEW CARD.

The new card information is saved. You can use this card after card activation.

 

To change your existing payment method:

  1. Click the drop-down list and select the payment method from the Cards Number drop-down list.

  2. Click the payment method from the list (the screen shot below depicts choosing a different credit card).

  3. Click ACTIVATE CARD to set the selected card as the preferred payment method.

Selecting credit card, with Activate Card selected

The details section displays billing information such as Currency, Title, Name, and Billing email.

4. Below, there are more fields in the Billing details section. The Company Tax ID field indicates your company tax ID. (This is mandatory for Israeli companies.)

 

Note:    Due to Value-added tax (VAT), Israeli companies must include their Tax ID. Therefore, the Company Tax ID field is mandatory for Israel, and if this field is not completed, our company will not be able to provide you with backup services.

 

Billing Details - name, address, phone number. Update billing details button is highlighted.

5. Update the required fields. The fields marked with the * symbol are mandatory.

6. Click UPDATE BILLING DETAILS. The updates are saved.

You can choose whether you want to receive the Invoices or Receipts as a link or as an attachment to the email.
 
Note:     You can change the billing currency by contacting CloudAlly support.

 

Annual Subscriptions

If you have chosen an annual payment plan, you can update your billing details here. When you are done, click SAVE.

Annual Subscription billing details - name, address, billing contact info.

To update your credit card information for your annual subscription, use this screen:

 

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