Updating your payment method and downloading invoices

To change the card on your subscription, open Account, go to the Billing tab, and click Manage payment method. That opens Zi-Find's secure billing portal, run by our payment processor Stripe, where you can add a new card and make it the default.

Update your card

1. Click Account in the sidebar.
2. Open the Billing tab.
3. In the Payment method card you will see the card brand, the last four digits and the expiry date.
4. Click Manage payment method. The secure billing portal opens.
5. Add your new card and set it as the default payment method.
6. Return to Zi-Find. The new card is used for your next charge.

Zi-Find never sees or stores your full card number. Card details are entered on Stripe's own pages.

If there is no card on file

If the card says No payment method on file, there is no active subscription for the billing portal to manage. Click Add one to go to the plans page, choose a plan, and add your card at checkout.

Fix a failed payment

If your last payment failed, the Billing tab shows a red notice, Your last payment failed, with the card that was charged and the date of the next retry. Click Update payment method in that notice to fix it. As soon as a payment succeeds, the notice disappears. See Failed payments.

Download invoices

1. Open Account and then Billing.
2. Scroll to Billing history.
3. Each charge shows its date, amount and a status: Paid, Failed, Pending or Refunded.
4. Click the download icon next to a charge to get the invoice.

Good to know

• The billing portal opens in the same tab. Use your browser's back button or the link in the portal to come back.
• If the portal fails to open, you will see a short error message on the card. Try again in a minute, and if it keeps failing, contact us through Help.
• Coach and partner accounts whose subscription is managed under a partnership agreement do not have a card to update. Changes go through the account manager.

FAQ

Will updating my card charge me?

Not by itself. Your new card is charged at your next billing date, unless a payment is currently overdue, in which case the retry uses the new card.

Can I pay by invoice or bank transfer instead?

Self-serve plans are paid by card. For Enterprise terms, book a call at zi-find.com/contact.