This article provides a comprehensive guide to managing your payment methods and billing information in Ledgy's Customer Portal. From updating credit card or bank account details to downloading invoices and cancelling your subscription, you’ll find all the information you need to handle your account with ease. If you have further questions or need assistance, our Support Team is here to help.
How to find the Customer Portal
Note: only Collaborators with Owner access can manage the company's billing.
You can find an overview of your billing information in Company Settings > General > Billing.
To update your billing information or pay open invoices through the Customer Portal, click "Manage Subscription".
The portal provides an overview of your subscription, including your chosen payment method, billing details, and invoice history.
From there, you can:
Update your billing and payment information
View and download past invoices
Make invoice payments
Cancel subscription
If you are on a Growth subscription plan (including Trials), you may cancel your subscription, by simply navigating to Company Settings > General > Billing and then clicking on the Cancel subscription button.
Once your subscription is cancelled, your plan will be downgraded to our free Launch plan after the end of the current billing cycle.
If you have any issues with your invoices or payments, please contact [email protected].