Managing Your Billing Account & Payment Methods
You can manage your subscription, billing account, payment methods, and billing history directly from within DashboardFox without leaving the application. This article covers the Billing section available in the right sidebar.
To access billing, click Billing in the right-hand sidebar navigation inside DashboardFox. This opens the billing section with four tabs: Subscriptions, Billing History, Billing Account, and Billing Admins.
Note: The Billing section is only visible to admins with the Billing Admin role. If you do not see it in the sidebar, contact your DashboardFox administrator to have your access level updated.
Subscriptions
The Subscriptions tab is where you manage your DashboardFox plan. Here you can view your current subscription, upgrade or downgrade your plan, add or remove add-ons, and cancel if needed.
For detailed guidance on subscription management, see the Subscriptions article.
Billing Account
The Billing Account tab is your main area for managing the billing profile and payment methods associated with this workspace.
Your Billing Profile
Your billing profile contains the name, company, email address, and billing address that appear on your invoices and are used for payment processing. When you first register, your profile is created automatically but does not include an address.
We recommend completing your billing address before adding a payment method. An incomplete or missing address can cause card verification to fail, particularly for cards issued in regions that require address matching.
To update your billing profile:
Go to Billing → Billing Account.
Click Edit Profile.
Update your name, company name, billing email, and full address including country, address line, city, state or province, and postal code.
Click Save Changes.
Tip: If you are a business, enter your company name and a billing-specific email address (for example billing@yourcompany.com) so invoices are routed correctly.
Payment Methods
The Payment Methods section shows all cards currently on file for this workspace's billing account. The card marked Default is the one charged automatically for subscription renewals.
Adding a payment method:
Click Add Payment Method.
Enter the cardholder first and last name.
Verify or update the billing address — it is pre-filled from your billing profile.
Enter your card number and expiry details.
Click Save Card.
Depending on your account's region, you may be prompted to complete a 3D Secure verification step in a pop-up after submitting. This is a security step required by your bank and is not an error.
Setting a default payment method:
Click Set Default next to any card to make it the primary card for charges on this workspace.
Removing a payment method:
Click Remove next to any card to delete it from your account. If it is the only card on file, you must add a replacement before you can remove it.
Expiry warnings:
Cards expiring within 30 days show an Expires in Xd warning. Expired cards are marked Expired. If your default payment method expires before your next renewal, the charge will fail. Update your payment method before the expiry date to avoid any service interruption.
Billing History
The Billing History tab shows a full record of invoices, payments, credits, and refunds on your account.
Filtering Your History
You can filter the history table by:
Type — Invoices, Credits, Payments, or Refunds
Status — Paid, Pending, Failed, Refunded/Voided
Date range — From and To date pickers
To clear all active filters, click Clear next to the filter bar.
Downloading Invoices and Credit Notes
Invoices and credit notes have a PDF download button in the rightmost column of the table. Clicking it opens the document in a new tab directly from Chargebee. Payment and refund entries do not have a downloadable PDF — the associated invoice serves as the record for those transactions.
Summary Cards
At the top of the Billing History tab, summary cards show your total payments made, any available credits, and any outstanding balance at a glance.
Syncing Your History
If you have recently made a payment or received an invoice and it is not yet showing in the table, click Sync in the top right of the page. This pulls the latest data from the billing system and updates the table.
Billing Admins
The Billing Admins tab lets you grant or remove billing access for other users within DashboardFox directly from inside the app. Users added as Billing Admins will see the Billing section in their sidebar and can manage the subscription, payment methods, billing profile, and billing history with the same access as the owner.
Adding a Billing Admin
Go to Billing → Billing Admins.
Enter the email address or username of the DashboardFox user you want to add. They must already be a user in your DashboardFox application.
Click Grant Access.
The Billing section will appear in that user's sidebar on their next page load.
Removing a Billing Admin
In the Billing Admins table, click Revoke next to the user you want to remove. Their access to the Billing section is removed immediately. Their user account is not affected — they remain a DashboardFox user, just without billing access.
Note: The account owner always has billing access and cannot be removed from this list.
You can also manage Billing Admins from the main Workspaces dashboard in the management portal — open the action menu for the workspace and click Billing Admins. This option is available to agency owners and any agency team member with the Billing Member role.