Setting & Billing
Managing your account, company details and billing.
8 articles
- How to update your SettingsThis article covers all the changes you can make in the settings page
- How to download a usage report (line-by-line invoice breakdown)Download a usage report from Reports to get a line-by-line breakdown of every case and client for a period, including a Billable column, so you can reconcile an invoice and…
- How does billing work?This article explains the different billing options and how you are charged
- How to handle login or password issuesThis article covers how to reset your password in case you're having issues logging in
- Who owns my data in Workflow?
- Manage Your Payment Method, Billing Details, and InvoicesLearn how to access the Stripe Billing Portal from Settings > Billing to update your payment method, manage your billing details, and download previous invoices.
- How can I reconcile my invoices with billable listings in APLYiD?
- Why am I receiving monthly invoices for KYB checks despite having an annual subscription?