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Managing Payment Methods

Your card on file pays for orders, automations and top-ups. You manage it, and find your billing records, under the Billing group of your settings: Payment Method, Subscription Plan, and Billing History. To get there, click your name in the top right of the dashboard and choose one of them. Billing pages are only available from the main account, so switch back to it first if a sub-account is active.

Add or replace a payment method​

  1. Open Settings → Payment Method.
  2. If you already have a card on file, it is shown at the top of the card (for example "Visa ending in 4242"). Click Replace Card to open the card form. With no card on file, the form is already open.
  3. Enter your card details. If this is your first card, also tick the terms checkbox.
  4. Click Save New Card (or Save Card for your first card). Click Cancel to keep the card you have.

The page updates to show the new card once it has been confirmed.

Saving a new card replaces the existing one

There is no option to remove a payment method without replacing it. The new card takes effect immediately and is used for all future charges.

On the Free plan with no card on file, you can also click Save & Subscribe to Business to save the card and subscribe in one step. A confirmation names the Business plan and says your card is charged right away; nothing is charged until you confirm.

If recent automation charges have failed, a warning at the top of the page says your automated campaigns are paused. Update your card to resume them.

Transaction history​

thanks.io tracks every credit and charge to your account. To view your full transaction history:

  1. Open Settings → Billing History.
  2. The Transaction History card lists every order charge, credit addition, refund, and credit applied to your account, with the order, details, amount, your net balance after it, and the date. Click an order number to open the order.

Download a billing statement​

  1. On Settings → Billing History, click Billing Statements under Quick access (or scroll down to it).
  2. Find the month you need and click to download.

To have your company details appear on the statement, add them in the Billing Statements section. Statements appear after your first payment.

Receipts​

Once you have paid by card, a Billing Receipts section lists each card charge with its details, amount, and date. Click View Receipt to open the receipt.

Tips & best practices
  • Keep your payment method up to date to avoid failed charges that could pause your account.
  • All subaccount charges roll up to the parent account's payment method.
  • Contact support if you believe a charge is incorrect.