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.
Pay unpaid or overdue invoices
Updating your card saves it for future subscription charges. It doesn't retry invoices that are already overdue, so pay those directly from the Dashboard.
From the overdue banner
When an invoice is overdue, a banner at the top of the Dashboard shows the invoice number, amount and due date.
One overdue invoice: click Pay now. A secure Stripe payment page opens for that invoice.
Several overdue invoices: click View and pay. A list opens with every unpaid invoice, each with its own Pay now and Download PDF button. If you have more than 20, the list shows the most overdue, and See all unpaid invoices takes you to the Invoices page.
From the Invoices page
Every unpaid invoice in Dashboard > Account > Billing > Invoices has a Pay button.
How you can pay
The payment page accepts card, Apple Pay and Google Pay, plus bank debit and local payment methods depending on your country. You can still pay by bank transfer using the details on the invoice.
Who sees the banner
Admins and partner admins: the full details and a Pay now button.
Admins in a partner-managed account: that an invoice is overdue. Your Partner handles billing, so contact them to settle it.
Supervisors: the invoice number only. Ask an account admin to pay it.
Agents and analysts don't see the banner.
The person paying doesn't need a CloudTalk login. Copy the payment link and send it to your finance team or whoever holds the company card.
After you pay
Card and wallet payments are confirmed immediately. Bank debits take a few business days to settle. The invoice shows as paid once the money arrives, and we won't charge your saved card for that invoice in the meantime. Each invoice can only be paid once.
If an invoice still shows as unpaid a few days after you paid, see Payment Methods.
Your saved card keeps paying your regular subscription charges as before.
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.
What if my invoice was already issued with incorrect details?
If an invoice has already been issued with incorrect billing information, such as a wrong VAT number, company name, or address, updating your billing details in the dashboard will not change that invoice. Previously issued invoices can only be corrected by the CloudTalk billing team.
To request a corrected invoice:
Update your billing details in the dashboard first (if you haven't already). Go to Dashboard > Account > Billing, click the edit icon in the Company billing details section, correct the relevant fields, and save. This ensures future invoices are generated with the right information.
Contact CloudTalk Support via the Support portal. In your request, include:
The invoice number you need corrected
The field that needs to be changed (for example, VAT number) and the correct value
Allow time for processing. The billing team will issue a credit note for the original invoice and send you a new invoice with the corrected details. Processing typically takes 1–3 business days.
Need help or have a question? Just reach out through our Support portal — we're here for you.