Account Settings Overview

Modified on Thu, 14 Mar 2024 at 12:01 PM

 

The settings tab is a place where you can see your account information, add documents, billing for Payments AI, add/edit members, tax settings and system email configuration.

 

What can I do inside the account tab? Inside the account tab, you are able to verify your organization information and edit it.

 

Can I change the email used for customer support? Inside the account tab, you can edit the customer service email and phone number.

 

Where can I add documents needed for my account to get set up? Inside the account tab, you can upload any documentation asked of you from Payments AI. There is a place for you to add documents to verify your business information, owner's information, billing information, and also a place to add additional documents.

 

What does the billing section do inside of my settings? - The billing tab shows you what your balance is for using Payments AI features such as subscriptions and dunning rules. This isn't your transaction fees. You will also be able to pull all your invoices to see them as well.

 

What can I do in the Taxes section inside of my settings- The Taxes section is where you can manage your tax settings by setting up the Taxjar integration or adding specific tax locations.

 

Can you change your billing information? - Yes, inside of the billing settings you can update your billing information. Default billing information is the bank information you provided when signing up for Payments AI.

Can I add Members to my organization? Yes, inside settings in the Members tab, you can add members to invite to access your Payments AI organization.


Can I configure system emails? Yes, inside settings in the system emails tab you can add recipients for certain system emails and reporting as well as customize emails from your business with your logo and colors.

 


If you have any additional questions, please contact our Support Team by clicking the support widget in the bottom right corner of this page or email us at support@payments.ai.

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