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4 changes: 4 additions & 0 deletions .vitepress/sidebars/dashboard/guides.ts
Original file line number Diff line number Diff line change
Expand Up @@ -52,6 +52,10 @@ export const guidesSidebar: DefaultTheme.SidebarItem[] = [
text: "Obtaining Receipts",
link: "/dashboard/guides/receipts",
},
{
text: "Updating Billing and Invoice Information",
link: "/dashboard/guides/business_details_invoice",
},
],
},
];
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29 changes: 29 additions & 0 deletions src/dashboard/guides/business_details_invoice.md
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@@ -0,0 +1,29 @@
---
description: "A guide to updating billing and invoice information in the Caido Dashboard."
---

# Updating Billing and Invoice Information

After subscribing to any plan, you can manage your billing information and invoices through the Paddle customer portal.

Visit [https://dashboard.caido.io](https://dashboard.caido.io), authenticate with your account, and visit the [**Billing**](https://dashboard.caido.io/billing) page.

## Updating Billing Information

Click the `Update billing information` button to open the Paddle customer portal. Update your billing details in the panel that appears and save your changes.

<img alt="Update billing information" src="/_images/subscription_update_billing.png" center />

## Viewing and Updating Invoices

In the Paddle customer portal, close the billing information panel to access the portal overview. Navigate to the **Payments** section to view your payment history, then select the invoice you want to view or update.

<img alt="Payment history" src="/_images/subscription_payment_page.png" center />

On the selected invoice, click `Update Invoice` to open a panel where you can update your invoice information.

<img alt="Individual payment details" src="/_images/subscription_payment_details.png" center />

Update the relevant details and save your changes.

<img alt="Update invoice information" src="/_images/subscription_update_invoice.png" center />