Managing your Cashflow.io Billing

The Billing Details feature lets you view linked bank accounts and add/link credit cards to your Cashflow.io account.

In this article, you will learn the following:

• View Linked Bank Account
• Adding Credit Card

View Linked Bank Account

In this section, you will learn how to view the linked bank account to your Cashflow.io account.

1. On the upper right of the page, click the Account Menu and select Membership.
2. You will be directed to the Membership page. Scroll down to the bottom of the page and click the VIEW BILLING DETAILS link.
3. The Billing Details page opens. On this page, you can view the billing details and the existing linked accounts for billing.
4. To view the details of the linked account, click the FETCH DETAILS button. This will expand the Linked Bank Account section and will display additional information.

Adding Credit Card

In this section, you will learn how to add credit cards to your Cashflow.io account.

1. On the upper right of the page, click the Account Menu and select Membership.
2. You will be directed to the Membership page. Scroll down to the bottom of the page and click the VIEW BILLING DETAILS link.
3. The Billing Details page opens. On this page, you can view the billing details and the existing linked accounts for billing. Click the ADD CREDIT CARD button.
4. The Add Credit Card page opens. Specify your credit card information:
   1. Card Holder Name
   2. Card Number
   3. Expiry
   4. CVV
5. Click the CONTINUE button. The credit card will be added and will appear in the Linked Credit Card section.