Customers can access a secure billing portal via the “Billing” tab in Avochato. A user needs to either have the “Owner” permission or “Billing MGMT” enabled to access this section. From the billing portal, customers have the ability to update their credit card information, see past invoices, and download invoices for record-keeping.
To update your credit card on file, first, you will need to add the new credit card, mark “Use as default payment method” and click “add”. Once the new card has been added, you can remove the previous card if required.
Click into an invoice to view details and “download” to export a copy for internal record keeping.