Meretrix Dev / help

Billing

Invoices and payment methods

Invoices are issued on the first day of each month and are available in the client portal as PDF files.

Find an invoice

  1. Sign in to the client portal.
  2. Open Billing → Invoices.
  3. Choose the month and select Download PDF.

Change the payment method

Go to Billing → Payment methods, add the new card or bank details and mark them as default. The old method can then be removed.

Set a billing contact

Invoices are emailed to the billing contact. Change it under Billing → Contacts; the change applies from the next invoice.

Need a corrected invoice? Send us the invoice number and the details to change. We cannot edit an invoice that has been paid, but we can issue a credit note.