Everything is under Settings → Subscription & Billing.
Your payment method
Card details are managed through our payment provider's secure portal, opened from that page. We never store your card number ourselves.
In the portal you can add a card, replace one, and set which is used for renewals. Keep at least one valid card on file, because a renewal with no working card is the usual route to a suspended account.
Receipts and history
Billing history lists every charge with its date, amount and status, and a downloadable receipt for each. That is what your finance team wants for expenses, and it is available to download at any time.
These are receipts for your StaffVertex subscription. They are a different thing from the invoices in the Invoices module, which are what your clients owe you.
Before a card expires
Replace it before the expiry month, not after. A renewal on an expired card fails, and the recovery is more work than the two minutes of updating it in advance.
If a payment fails
You are notified, and the payment is retried automatically over the following days. Your account keeps working during that window.
Update the card as soon as you see the notice. Once retries are exhausted the subscription lapses and access is restricted.
Billing address and tax details
Also set in the payment portal. If you need a tax number on your receipts, add it there. It appears on receipts issued afterwards, not on ones already generated.