Managing payment information and viewing invoices is now accessible via the mobile app.
Updating payment methods
To update a payment method click the "Account" icon in the bottom right of the screen.
First, select "Billing" and then click on "Payment methods"
Your primary payment method will be marked with a green checkmark.
To update an existing payment method select the card you wish to update.
If you wish to add a new payment method click the blue "add payment method" button.
Choose an option for credit/debit card or Paypal.
If your adding a credit/debit card input the card number, expiration date, and CVV and then click "add card"
To add this as a default payment method toggle the "set card as default" switch.
To add Paypal select "Paypal" and follow the steps to link your account.
To remove a payment method click the card to view edit options and click "Remove"
Invoices
You can now view and download invoices of your recurring payments and one-time lead purchases all from the mobile app.
Select "Invoices" from the Billing page. You will then see a list of payments or credits to the payment method on file along with the date and amount. Payments will show as "Paid" in green and a "Refund" in red.
Previously the option to download an invoice was only available in the online dashboard. Now you can download invoices directly from the app. To do so click the arrow on the right side of your screen.
To view invoices from a specific date use the filter option in the top right corner of the screen.
From there select a date range by toggling the arrow to the left or right or by manually updating the date range.