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Billing and payments

Add or update your billing details

2 minute read
Last updated April 11, 2018

You can modify your credit card, change where receipts are sent, and switch to annual billing directly in Dovetail without having to contact us.

Add a credit card

When you decide you’d like to upgrade to a paid subscription, you can choose to pay once every month or once every year (annual billing). When you make a payment, you’re paying for that period in advance.

Screenshot of a cursor over the upgrade button

To upgrade and add a credit card:

  1. Visit the team billing page.
  2. Accept the Customer Terms of Service.
  3. Click Pay yearly or Pay monthly.
  4. Enter your name and address exactly as it appears on your card.
  5. Enter your credit card number, expiry, and CVV.
  6. Click Pay to upgrade and make the first payment.

Change your card details

When you add a new credit card, we’ll delete your old card, and your new card will be charged at the start of the next billing period.

Screenshot of a cursor over the edit credit card button

To change your credit card:

  1. Visit the team billing page.
  2. Click Edit next to Credit card.
  3. Enter your name and address exactly as it appears on your card.
  4. Enter your credit card number, expiry, and CVV.
  5. Click Update credit card to save the new details.

Change where receipts are sent

The team billing email is the contact person for payment receipts, pricing updates, and other important announcements.

Screenshot of a cursor over the edit billing email button

To change your billing email:

  1. Visit the team billing page.
  2. Click Edit next to Billing email.
  3. Enter a new valid email address.
  4. Click Save.

Switch from monthly to annual billing

If you’re on a monthly plan and would like to simplify your payments, feel free to switch from monthly to annual billing.

When you switch, we’ll charge you for a year’s subscription minus the cost of any remaining days left in the current billing period. Please note that only team admins can switch from monthly to annual billing.

To switch from monthly to annual billing:

  1. Visit the team billing page.
  2. Click Switch to annual next to Plan.
  3. In the modal dialog, click Switch to annual billing.

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Billing and payments