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Billing Portal

Access your complete billing information, update payment methods, and download invoices.

Accessing the Billing Portal​

  1. Go to Account → Billing
  2. Or click avatar → Billing
  3. Or direct link: tagd-ai.com/billing

Payment Methods​

View Payment Methods​

See all saved payment methods:

  • Card type and last 4 digits
  • Expiration date
  • Default indicator

Add Payment Method​

  1. Click Add Payment Method
  2. Choose type:
    • Credit card
    • Debit card
    • Apple Pay
    • Google Pay
  3. Enter details
  4. Click Save

Set Default Payment​

Choose which card is charged:

  1. Find the payment method
  2. Click Set as Default
  3. Future charges use this card

Remove Payment Method​

  1. Find the payment method
  2. Click Remove
  3. Confirm removal

Cannot remove if:

  • It's the only payment method
  • Active subscription requires it

Update Card Details​

For expiring or replaced cards:

  1. Click Edit on the card
  2. Update expiration date
  3. Or add new card and remove old

Invoices​

View All Invoices​

See complete billing history:

  • Invoice number
  • Date
  • Amount
  • Status (paid, pending, failed)

Download Invoice​

  1. Find the invoice
  2. Click Download PDF
  3. PDF saves to your device

Invoice Details​

Each invoice includes:

  • Invoice number and date
  • Your billing details
  • Line items (plan, add-ons)
  • Subtotal, tax, total
  • Payment method used

Email Invoices​

Receive invoices by email:

  1. Go to Billing → Preferences
  2. Enable Email Invoices
  3. New invoices sent automatically

Billing History​

Transaction Log​

View all transactions:

  • Subscription payments
  • One-time purchases
  • Refunds
  • Credits

Filter Transactions​

  • By date range
  • By type (subscription, purchase)
  • By status (successful, failed)

Export History​

  1. Click Export
  2. Choose format (CSV, PDF)
  3. Select date range
  4. Download file

Billing Information​

Update Billing Address​

  1. Click Billing Information
  2. Edit:
    • Name
    • Company (optional)
    • Address
    • Country
  3. Click Save

Affects future invoices.

Tax Information​

Add tax ID for invoices:

  1. Click Tax Information
  2. Enter:
    • Tax ID type (VAT, GST, etc.)
    • Tax ID number
  3. Click Save
  4. Future invoices include tax ID

Subscription Management​

From Billing Portal​

Quick access to:

  • Current plan details
  • Upgrade/downgrade
  • Cancel subscription
  • Change billing cycle

Upcoming Charges​

See what's coming:

  • Next billing date
  • Amount to be charged
  • Prorations or credits

Failed Payments​

When Payment Fails​

If a charge fails:

  1. Email notification sent
  2. Retry attempted (3 times)
  3. Update payment to resolve

Resolving Failed Payment​

  1. Check Billing for failed status
  2. Update payment method
  3. Click Retry Payment
  4. Or wait for automatic retry

Consequences of Non-Payment​

Timeline:

  • Day 1-3: Retries attempted
  • Day 7: Email warning
  • Day 14: Account downgraded
  • Features reduced to free plan

Credits and Refunds​

Account Credits​

Credits from:

  • Prorated upgrades
  • Promotional credits
  • Refunds applied

View in Billing → Credits

Requesting Refunds​

  1. Email support@tagd-ai.com
  2. Include:
    • Account email
    • Invoice number
    • Reason
  3. Processed within 5-10 days

Refund Policy​

  • Full refund within 7 days
  • Prorated refund within 30 days (annual)
  • No refund after 30 days

Billing Notifications​

Email Notifications​

Receive emails for:

  • Successful payments
  • Failed payments
  • Upcoming renewals
  • Plan changes

Configure Notifications​

  1. Go to Billing → Notifications
  2. Toggle each notification type
  3. Save preferences

Tax Handling​

Automatic Tax​

tagd-ai calculates tax based on:

  • Your billing address
  • Local tax requirements
  • Business vs. personal

Tax Exempt​

If tax exempt:

  1. Contact support@tagd-ai.com
  2. Provide exemption certificate
  3. Tax removed from future invoices

Currency​

Default Currency​

Billing in USD by default.

Local Currency​

Some regions support local currency:

  • Converted at current rate
  • Shown during checkout
  • Invoice shows both currencies

Multiple Users/Organizations​

Organization Billing​

For organizations:

  • Centralized billing
  • Add/remove members
  • Single invoice for all users

Separate Billing​

Each account billed separately:

  • Personal accounts
  • Different organizations
  • Individual purchases

Troubleshooting​

Invoice Not Received​

  1. Check spam folder
  2. Verify email in settings
  3. Download from portal
  4. Contact support

Charged Twice​

If duplicate charge:

  1. Check for separate purchases
  2. Review invoice details
  3. Contact support immediately
  4. Duplicate refunded

Wrong Amount​

If charge seems incorrect:

  1. Check for prorations
  2. Review add-on purchases
  3. Check tax amounts
  4. Contact support for review

Can't Update Payment​

If card won't save:

  1. Verify card details
  2. Check card isn't expired
  3. Ensure sufficient balance
  4. Try different card
  5. Contact your bank

Security​

Payment Security​

  • PCI DSS compliant
  • Encrypted transactions
  • Secure payment processor (Stripe)
  • Card details never stored on our servers

Billing Access​

Only account owner can:

  • View full card numbers
  • Add/remove payment methods
  • Download invoices
  • Manage subscription

Next Steps​