View and pay your invoices

Learn how to view and pay your first, monthly, and one-off invoices using a credit card, debit card, or bank transfer.

Overview

You can view, download and pay your monthly and one-off invoices in your Dotdigital account with your saved debit and credit card details.

If you are enrolled into automatic payments with your debit or credit card, your invoice payments are automatically taken.

You can also pay invoices by bank transfer.

If you are paying by bank transfer, you would have set this up and agreed to this form of payment when you signed your service agreement. However, if you don’t want to pay by bank transfer anymore, you can still make your payments by using the other methods that are mentioned in this article.

Account owners and team members with the Can manage account permission enabled can pay invoices in Dotdigital.

To learn more about user permissions, check out the article Restrict and grant user access permissions.

View your invoices

To view your invoices:

1. Go to Settings > Account.
2. Select Invoices. This details all the invoices in your account.
   

   If you want to see your credit notes, select Credit notes. You can only see credit notes that are dated after December 23, 2020.

3. Select View to see your invoice details.

To view all unpaid invoices, expand the Show: All drop-down menu, and select Show: Unpaid.

To download your invoice as a PDF, select Download.

Pay your invoices

If you aren’t enrolled into an automatic payment method, you can manually pay your invoices.

After a successful transaction, payments might not appear for up to 48 hours on your account.

To pay your invoices:

1. To pay multiple outstanding invoices, select the check box for the invoices you want to pay.
   
   • To pay a single invoice, select Pay now.
   • To pay all invoices, select Pay full amount now.
2. Expand the More actions drop-down menu and select Pay invoices.
3. Enter your payment details.

   To learn more about how to add or edit your payment details, check out Opt into automatic card payments.

4. Review and agree to the terms and conditions.
5. Select Pay now.
   

   A message confirms successful payment and tells you that a confirmation email is on its way shortly.

If you have paid your invoice in full, in the Pay now column, it shows as Paid in full.
If you have not paid your invoice in full, you can see how much you have paid in the Payments received column.
You can also see the outstanding amount in the Amount due column.

Opt into automatic card payments

To opt into automatic card payments or to edit your card payment details:

1. Go to Settings > Account > Billing details > Payment details.
2. Select Add payment details.
3. If your payment details already exist, select Edit payment details.
4. Select Automatically charge my payment method for all future invoices.
5. Select Save.

Pay by Direct debit or ACH Debit collection

Paying by Direct debit or ACH Debit collection makes paying each month simple.

The benefits of paying by direct debit or ACH Debit collection:

• It’s one of the most secure payment methods, protected by the Direct Debit guarantee.
• Your bank takes care of payment automatically.
• No need to update your card details when your old card expires.
• If your invoice amount changes, the payment amount automatically reflects this.
• You receive an automated notification before any payment is taken. So, if you have any questions, you can speak with your Customer success representative.

To set up direct debit or or ACH Debit collection payments:

1. In Dotdigital, go to Settings (⋮) > Account, then select the Billing details tab.
2. Under Payment details, select ADD BANK PAYMENT DETAILS.
   

   The option to pay by Direct debit or ACH Debit collection is only available to some accounts. If you don't see this option, it is unavailable to you at this time.

   
3. On the Bank details form, enter your bank and payment details. The form asks for the following information:
   

   Form field	Description
   Pay with	Shows the currency your account is set up to make payments in. You must not change this.
   Country of residence	Expand the Country drop-down menu, then choose the country where your business and bank are based.
   Company name	Enter your company name as it appears on your business bank account.
   Email address	Enter an email address to receive notifications about payments.
   Billing address (line 1, 2, Town or City, and postcode)	Enter the billing address for your payments.

4. Select Continue.
   

   The following form adjusts accordingly to show the correct banking terminology depending on the location of the direct debit or ACH Debit collection scheme. The example below is for the UK only and is for demonstration purposes – your form might be different.

5. Under Bank details, enter the requested bank details. Then select Continue.
6. For Please confirm your details, check your details are correct, then select Set up this Direct Debit.