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Navigating Billing Settings

A guide for Admins showing how to get to and make changes to your Billing Settings in Cloverleaf

Jason Miller avatar
Written by Jason Miller
Updated over 7 months ago

As an admin of your Cloverleaf organization, you have the ability to make changes to your Billing Settings should you need to add a new payment method, update contact info, or change your plan. Follow the steps below to get started.

Navigate to Admin Settings

Click your profile icon in the top right and select Admin Settings. On the left side menus, located in the Organization Settings block, you will see the link to select Billing Settings.

Manage Subscription

Inside this link, you will see the option to view your current plan; review, edit, or add a billing address; add or update a payment method; and review your billing history.

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