Billing and Payments

This doc will cover how to add a new payment, switch to an existing payment method, and how to delete a payment method.

Add a new payment method

1. Navigate to the billing page from the user dropdown menu, found in the top corner.
   
2. If the subscription you want to update is owned by an organization, use the context switcher in the corner to toggle between your personal account and the organization.
3. Under the Billing heading, navigate to the Payment Methods area to view the current methods on file.
4. Click + Add Payment Method.
5. Fill out the form. At the end of the form, you will be able to apply this new payment method.
6. Click the Add Payment Method button to complete the process.

Switch to an existing payment method

1. Navigate to the billing page from the user dropdown menu, found in the top corner.
   
2. If the subscription you want to update is owned by an organization, use the context switcher in the corner to toggle between your personal account and the organization.
3. Click Details for the appropriate subscription.
4. Hover over the gear in the top corner and select Change Payment Method from the dropdown menu.
5. Select the Switch payment method on subscriptions option.
6. Select the payment method you would like to enable for the subscription, then click the Switch Payment Method button. You’re all set!

Delete a payment method

1. Navigate to the billing page from the user dropdown menu, found in the top corner.
   
2. If the subscription you want to update is owned by an organization, use the context switcher in the corner to toggle between your personal account and the organization.
3. Under the Billing heading, navigate to the Payment Methods area to view the current methods on file.
   
4. Hover over the 3-dot menu for the payment method that you want to remove and select Delete.
5. A banner will appear at the top of the screen that reads “Payment method has been removed from your account.” You’re all set!

   Note

   If you try to delete a payment method that’s currently applied to any of your sites, you’ll receive a warning and be prompted to replace that payment method instead. You’ll be able to delete the payment method once it’s no longer applied to any of your sites.

Add or update your billing address

At Flywheel we collect your address for billing and for the purpose of calculating sales tax.

1. Log in to your Flywheel account and hover your profile image in the top-right corner. Select Billing from the drop-down menu.
   
   

   Note

   To update the address for an Organization, click your profile image and select the Organization you wish to make changes to from the drop-down.
   
2. Click Details next to the subscription name you would like to edit.
3. Click Edit address and add your complete billing address. 
4. If you would like to save the address to multiple subscriptions, select Yes, apply to more subscriptions and mark all that apply.
   
   
5. Verify the information is correct or add your address, and click Save address & continue.

Add/update invoice recipients

By default all invoices are always sent to the owner of the site, however the owner can add other recipients easily.

Once logged into the Flywheel app, navigate to the billing page from your user dropdown in the top right corner.

From here you will want to choose the subscription for which you are wanting to edit the invoice settings.

On the next page, hover over the gear and click on “Update Invoice Settings.”

From here you will be sent to a modal that will allow you to add additional billing contacts or additional billing details!

Just hit the big “Update Invoice Settings” button at the bottom of the modal window to save your settings!

Other Payment Methods

PayPal

When you add a payment method you can choose between adding a credit card, or adding your PayPal account.

PayPal will first use your PayPal balance to pay for your purchase. If that doesn’t cover your total, your bank account, PayPal Credit, debit card, credit card, and/or eCheck will be used in that order.

Need help?

If you have any questions our Happiness Engineers are here to help! For billing specific questions, reach out to [email protected].