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Setting and Changing Workspace Payment Information
Setting and Changing Workspace Payment Information

Learn how to set up and change credit or debit card information, invoice names, and billing addresses for a Workspace.

Saika avatar
Written by Saika
Updated over 3 months ago

A feature that allows you to manage multiple projects (sites) together. You can centrally manage member invitations, permissions, and payment plans.

Setting and Changing Payment Information

In a Workspace, you can register credit card information and invoice names through the management menu.

Screenshot: Payment Information Setup Screen.

Note: Changes usually do not apply to already issued invoices or receipts. However, if a new name is added, it might reflect on previously issued documents due to the payment system's specifications.

Invoice Name

You can set the name to be displayed on invoices. Once set, new invoices will reflect the updated name. If the name field is left blank, the billing email address will be used.

Billing Address

This address will appear on invoices and receipts for Workspace base fees, additional member fees, and project plan fees where the Workspace is the payment owner.

Procedure

Tips: This action can only be performed by Workspace owners.

1. Select the Workspace

Choose and click on the Workspace for which you want to set or change the information.

2. Access [Payment Information]

Click [Settings] in the upper right corner of the screen, then open the [Payment Information] menu. Here, you can set credit card information, invoice names, and billing addresses.

Screenshot: Opening the Workspace Settings Screen.

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