Settings: Company Billing Overview

Overview

The Billing Dashboard is your central hub for managing all financial operations in PXME. From handling subscriptions and payment methods to reviewing transaction history and wallet balances, this section ensures smooth financial management and uninterrupted service.

How to Use the Billing Features

Step 1: Access the Billing Dashboard

• Navigate to Settings (bottom-left).

• Select Billing.

• The dashboard provides subscription, payment, and transaction management in one place.

Step 2: Manage Subscriptions

• Open the Subscriptions tab.

• View all active plans, including:

  • SaaS subscriptions

  • Reselling subscriptions

  • Marketplace apps

• Modify, upgrade, downgrade, or cancel plans as needed.

Step 3: Add or Update Payment Methods

• Go to Payment Methods.

• Add a new card, delete old ones, or select a primary card for auto-pay.

• Always ensure a valid default card is on file to prevent failed payments.

Step 4: Update Billing Information

• Open the Billing Information tab.

• Update your billing address and company details.

• Keep this accurate for compliance and invoice accuracy.

Step 5: Review Transaction History

• Go to Charges & Transaction History.

• Review all past charges and spending activity.

• Download invoices for records or accounting purposes.

Step 6: Monitor and Recharge Wallet Balances

• Check your Wallet Balance from the billing dashboard.

• Add funds manually or set up Auto-Recharge to avoid service interruptions.

• Bulk deposits can be added for convenience and continuous operation.

Pro Tips

• Set a Default Payment Method – Prevents failed transactions and subscription lapses.

• Schedule Monthly Reviews – Keep track of subscriptions and charges.

• Enable Notifications – Stay updated on low wallet balances or failed payments.

• Keep Info Current – Outdated billing details or expired cards can disrupt services.

FAQ

Q1: How do I add a new payment method?
Go to Payment Methods → Add New Card, then enter details.

Q2: Can I manage multiple subscriptions at once?
Yes. SaaS, Reselling, and Marketplace app subscriptions are all managed under Subscriptions.

Q3: How do I update my billing address?
Navigate to Billing Information → Edit, then update your address.

Q4: How can I access past invoices?
Go to Charges & Transaction History to view or download invoices.

Q5: How do I add funds to my wallet?
Head to Wallet → Add Funds, then follow the steps to deposit your desired amount.