# Billing Guide – Set Up Payments, Update Details, and Access Invoices

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.

URL: https://www.success.co/docs/guides/billing  
Published: 2025-07-31

**Set up Billing**

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

![Success.co Dashboard with the company name menu open in the top left and Settings highlighted](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Ke5xCJA4ha905TjRhjs0SQer/Screenshot-2026-01-05-at-1-46-23-AM)

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

![Billing settings page with Billing highlighted under Company in the left menu and the Set-up billing button at the top](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01ke5Xs85hNd8MW06zK65h84v0/Screenshot-2026-01-05-at-1-53-37-AM)

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.

![Edit billing details dialog with organization name, billing email and address fields and an Update button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KE5XXyTeGBj5h3R3BH4R05NF/Screenshot-2026-01-05-at-1-56-29-AM)

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.

![Stripe Update payment method page with Card selected, showing card number, expiry date, security code and country fields and an Add button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01k1EPTRG5e47E17etFEk7Mp5a/Billing-update-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.

![Update payment method page with the Google Pay option selected and an Add button below](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01K1EQkSqKP27JPkAe5zx21T8j/Billing-via-Google-Pay)

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.

![Google Pay pop-up showing the linked Visa card, which can be clicked to change it, and a Continue button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01k1er73MBS25FZ33eM2W4xM99/Billing-google-pay-pop-up)

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.

![Google Pay Change payment method screen listing the linked Visa card and an Add credit or debit card option](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01k1ERcDQTKsf56SE4P61Gm9TT/Billing-Gpay-change-payment-method)

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.

![Update payment method page with US bank account selected, showing email and name fields, a bank search box and bank logos](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01K1eqk1JFWF5Mww18mPvtGCmn/Billing-via-Bank-Acc)

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".

![Billing settings page showing Billing details, Payment method and Tax identifier with Edit buttons, Invoices, and Cancel subscription and Billing portal buttons](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01K1eRZArhsp122Rh89GVJ9G1J/Billing-download-Invoice)

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

![Sample Success.co invoice with invoice number, dates, billing addresses, a trial period line item for a Success.co seat and the amount due](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01K1es3B6411wDmCBxM3mxy2Ea/Billing-invoice-sample)