Invoices and Payments

Manage your DealView subscription billing, view invoices, and update payment methods from the Billing page.

Accessing Billing

1. Go to Settings > Billing
2. Or click your account menu and select Billing

Current Subscription

View your active plan:

• Plan Name - Your subscription tier
• Status - Active, Past Due, Cancelled
• Billing Cycle - Monthly or Annual
• Next Invoice - When you'll be charged
• Amount - Recurring charge

Viewing Invoices

Access your invoice history:

1. Go to Billing
2. Click Invoices or Billing History
3. View list of all invoices
4. Click any invoice to view details
5. Download PDF for records

Invoice Details

Each invoice shows:

• Invoice number and date
• Line items and amounts
• Tax if applicable
• Payment status
• Payment method used

Downloading Invoices

Get invoice PDFs:

1. Find the invoice in your history
2. Click Download PDF
3. File downloads to your device

Payment Methods

Viewing Current Method

See your active payment method:

• Card type (Visa, Mastercard, etc.)
• Last 4 digits
• Expiration date

Adding a New Method

1. Click Add Payment Method
2. Enter card details
3. Add billing address
4. Click Save
5. Set as default if desired

Updating Payment

To change your payment method:

1. Add the new card first
2. Set it as default
3. Remove old card if desired

Billing Address

Update your billing address:

1. Go to Payment Methods
2. Click Edit on your card
3. Update address fields
4. Save changes

The address appears on invoices.

Payment History

View all payment transactions:

• Date of payment
• Amount charged
• Payment method used
• Status (Succeeded, Failed, Refunded)

Failed Payments

If a payment fails:

1. You receive an email notification
2. Grace period begins (typically 7 days)
3. Update payment method
4. Retry payment or wait for automatic retry

Refunds

For refund requests:

1. Contact support at billing@dealview.io
2. Include your account email and invoice number
3. Explain the reason for refund request
4. Refunds processed within 5-7 business days

Tax Information

Adding Tax ID

For business accounts:

1. Go to Billing settings
2. Click Tax Information
3. Enter your Tax ID / VAT number
4. Save changes

Tax ID appears on future invoices.

Tax Exemptions

If you're tax-exempt:

1. Contact support with exemption certificate
2. We'll update your account
3. Future invoices exclude tax

Billing Support

For billing questions:

• Email: billing@dealview.io
• Include your account email
• Reference relevant invoice numbers

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