In this article, you will learn how to add or update your payment method and billing details, and where to manage them in the CloudTalk Dashboard.
User level: Admin
To update your payment or billing details, go to Dashboard > Account > Billing.
Update your payment method
In the Payment method section, you can view and update how your subscription is paid.
To update your payment method:
Click the edit icon in the Payment method section
Add a new card or update your existing payment details
Save your changes
Your updated payment method will be used for all future charges.
To verify your card, your bank may place a temporary charge (for example, EUR 1). This amount will be automatically refunded within a short time.
Update your billing details
In the Company billing details section, you can manage the information used on your invoices.
To update your billing details:
Click the edit icon in the Company billing details section
Update the required fields (such as company name, VAT number, or address)
Save your changes
Updated details will be applied to all future invoices. Previously issued invoices will not be changed.
Need help or have a question? Just reach out through our Support portal — we’re here for you.