How to Manage Balance Details & Payment Methods

This document contains an overview of the Balance details and Payment methods pages, including Stripe payment method setup and related limitations.

Balance details

The Balance details page shows details related to:

• account events

• activities that impact the account balance

• the account counters (envelope quantity, mailbox quantity, etc.)

Each counter depends on the plan configuration.

Payment methods

We are not storing your payment details. The payment details are stored by the Stripe payment provider.

The Payment methods page shows payment details for the Stripe payment provider assigned to the account. The page is empty by default.

To add payment details:

1. Click the button.

2. Fill in the payment details.

3. Click the button.

   • Click the button to close the page.

The page is available only if the Stripe payment provider is enabled on the instance. Otherwise, the page is not accessible.

By default, you can add only a payment method. If you need to add/update the billing address within the payment details, enable the Change billing address checkbox.

After you add payment details and/or a billing address, you will see the saved payment details with an option to update them.

Only one payment method can be active for one account at a time. If you update the payment method, the updated one becomes active, and the previous one is no longer available.