Billing

This section covers everything you need to know about setting up and managing your billing information in Success.co. Learn how to add a payment method or update billing details, and access invoices to ensure smooth and uninterrupted service.

Set up Billing

To set up billing, hover over your company name from the main screen, then select "Settings" from the dropdown menu.

You will then be taken to the page shown below. From there, select "Billing" under company then click the "Set-up Billing" button.

Fill out the required billing details:

  • Organization Name

  • Billing Email Address

  • Country

  • Address Lines 1 & 2

  • City, State, and Zip Code

Then click Update to save and complete your billing setup.

You will then be routed to the page below where you need to set-up your payment method.

On the Update Payment Method page, follow these steps:

Choose your payment method:

  • Select Card, Google Pay, or US bank account.

If using a Card, enter the following details:

  • Card Number

  • Expiration Date (MM/YY)

  • Security Code (CVC)

  • Country – choose from the dropdown

  1. Review the terms and make sure the information is accurate.

Click Add to save your payment method.

To use Google Pay as your payment method, follow these steps:

  1. On the Update Payment Method screen, select the Google Pay option.

  2. Click the Add button.

    Make sure you're signed in to the correct Google account associated with your preferred payment method before starting.

A Google Pay pop-up will appear where you can select your preferred payment method.

If you want to change the bank account or card currently linked to your Google Pay then Click on the account number shown.

You will be prompted to either change the payment method or add a new credit or debit card. Once you’ve selected or updated your preferred card or bank account, click Continue.

Your Google Pay payment method will now be fully set up and connected to Success.co.

If you prefer to pay using a Bank Account, follow these steps:

  1. On the Update Payment Method screen, select the bank account option.

  2. Enter the email address associated with the bank account you want to use.

  3. Type in your full name.

  4. Use the search bar or choose your bank from the list (e.g., Wells Fargo, Chase, etc.).

  5. After selecting your bank, a secure connection screen will appear.

    You’ll see a message like:

    • “Log in with [Bank Name]”

    • “Connection is fast and simple. Data is encrypted.”

    • “Success.co can access data. You can disconnect at any time.”

  6. Click Agree and continue to proceed.

  7. You’ll then be asked to log in using your bank credentials to authorize the connection.

  8. Once linked successfully, your bank account will be added as a payment method.

You can disconnect your bank at any time, and all information is encrypted and processed securely via Stripe.

After successfully linking a payment method, you will now see the billing details on the Billing screen where you can also update your payment method and Tax identifier.

You will now see "Invoices" where you can view or download your invoices and an option to "Cancel your Subscription" or view "Billing Portal".

Here is a sample preview of what the invoice looks like: