1. Overview

This article focuses on the actions and account checks needed for managing payment methods.

Use Billing in your Dashboard to review the current information before making a change.

2. Before You Update Payment Details

Review the available details, including:

• Your current plan or billing status

• Workspace information that may be affected

• Available Credits or usage details

Checking the relevant details first helps you understand what happens next.

3. Reviewing Current Information

Billing provides the account information relevant to managing payment methods.

Before you continue, confirm that the Workspace and billing details are current.

• Review the available Billing information before you continue.

• A change may affect:

• The plan currently connected to your Workspace

The timing of future billing activity

4. How to Manage a Payment Method

Start from Billing in your Dashboard and select the relevant account option.

Follow these general steps:

• 1. Open Billing from your Dashboard.

• 2. Review the information shown and continue with the relevant action.

Check the confirmation and timing details before you finish.

5. Confirming Billing Information

The available billing information explains the context for the selected action.

• Review the current Workspace and account details before confirming.

• Keep relevant billing information available for your records.

Use the information displayed in Billing instead of relying on assumptions.

6. Payment Status

Your account may show details related to managing payment methods.

• Depending on your Workspace, review:

• Current plan information

• Billing status and account details

• Credits or usage information

Workspace responsibilities

• Keep these details current so future billing changes are easier to review.

• Review the available Billing information before you continue.

• Relevant billing information and confirmation details

7. Workspace Billing

Review Billing regularly to keep your Workspace information accurate.

• Review the available Billing information before you continue.

• Your Dashboard provides a practical reference for billing and Workspace details.

• Use those details when you need to follow up on an account change.

• Review the available Billing information before you continue.

Keep confirmations and relevant billing records available.

8. When a Payment Fails

Timing can vary based on the billing information shown for your account.

• Review the current status in Billing after you submit a change.

• Review the available Billing information before you continue.

Use the information shown for your Workspace before repeating an action.

9. If You Cannot Update Details

Managing Payment Methods requires a careful review of your current Billing details.

• Have these details ready:

• Current Workspace information

• Relevant Billing details

The account information shown in Billing is the best starting point when you need help.

10. Key Takeaways

• Review Billing before making a change

• Check timing and Workspace details

• Keep relevant records available

• Confirm the status after an update

• Use current account information as a reference