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Other Actions in Account Management

Update Card Details

To update the card details which you choose to save in Zoho Billing:

  • Log in to your Zoho Billing organization.
  • Go to Settings.
  • Select Manage Subscription under Organization in the Organization Settings pane.
  • You’ll be redirected to Zoho Store. Click the Your Store Details dropdown in the top-right corner of the page.
  • Select Payment Method.
  • Click Change next to the card which you want to edit.
  • Make the necessary changes and save the details.

Update Billing Address Details

To update the billing address details which you choose to save in Zoho Billing:

  • Log in to your Zoho Billing organization.
  • Go to Settings.
  • Select Manage Subscription under Organization in the Organization Settings pane.
  • You’ll be redirected to Zoho Store. Click the Your Store Details dropdown in the top-right corner of the page.
  • Select Billing Details.
  • Click Change next to the address which you want to edit.
  • Make the necessary changes and save the details.

Payment History

All the payments that you make for your subscription can be viewed in the Payment History section.

To view all your transactions:

  • Log in to your Zoho Billing organization.
  • Go to Settings.
  • Select Manage Subscription under Organization in the Organization Settings pane.
  • You’ll be redirected to Zoho Store. Click the Your Store Details dropdown in the top-right corner of the page.
  • Select Transaction History.

You’ll be able to view all your transactions along with the Date, Plan Type and Amount Paid. Click PDF next to the transaction to view or download it.

You can filter your transactions based on the purchases, upgrades, renewals and the downgrades of your subscription. To do so, click the All dropdown below transaction history and select the filter to be applied.

To filter your transactions for a certain period, click Filter by Period and select the time period of your choice.

The search bar in the top right corner allows you to search and view transactions based on the Product/Transaction ID. Enter the the ID and click the Search icon to view the matching records.

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