How to Manage Payment Methods & Invoices

How to Manage Payment Methods & Invoices

Payment & Invoice

Payment Management


Managing payments in CAD ROOMS is simple and transparent. You can securely update your billing details, track charges, and download invoices for your records — all within the Billing section of your workspace.

Payment Methods

  • Update Card
    • Go to Workspace Settings → Billing.
      • Only Workspace Owner and Admin have permissions to manage billing.
    • Click Update Payment Method.
    • Enter your credit or debit card details (cardholder name, number, expiry date, CVV).
    • Save changes to apply immediately.
  • Accepted Payment Types
    • Visa, Mastercard, American Express, and other major credit/debit cards.
    • For Enterprise customers, additional payment arrangements (e.g., wire transfer, invoice billing) can be made by contacting support.
  • Best Practice
    • Keep a valid payment method on file to prevent interruptions in your plan.
    • Update card information before the expiry date.

Billing Address & Tax ID

  • Update Billing Address
    • In Workspace Settings → Billing.
    • Click Update and add your company name and billing address.
    • Changes will appear on future invoices automatically.
  • Add / Update Tax ID (VAT, GST, etc.)
    • First-time setup → Click Add to enter your Tax ID.
    • Edit existing ID → Click Update to make changes.
    • Your Tax ID will be included on all subsequent invoices.
    • This ensures compliance with regional tax regulations.
💡 Tip: Always keep your billing details and tax ID up-to-date to avoid invoice reissues or compliance issues.

Invoices

  • View Invoices
    • Navigate to Workspace Settings → Billing → Invoices.
    • A full list of past and current invoices will be displayed.
  • Download Invoices
    • Each invoice can be downloaded as a PDF for your accounting or compliance records.
    • Invoices include workspace name, billing cycle, seats, and applicable taxes.
  • Invoice Frequency
    • Based on your subscription: Monthly or Annual billing.
    • Invoices are automatically generated at the start of each billing cycle.

Need Help?

If you face issues adding a card or see unexpected errors:
  • Double-check the card details and billing address.
  • Contact your bank to confirm online transaction capability.

✅Best Practices

  • Keep your payment method and billing details updated to avoid service interruptions.
  • Add your company’s Tax ID for compliance and tax reclaim purposes.
  • Download invoices regularly for accounting and audits.
  • For Enterprise billing (e.g., purchase orders, wire transfer), contact your account manager.
💡
Tips: You can add more than one card, but only one will be set as the default. To switch cards, add a new one and set it as default. You can only delete a card if you have another active one.

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