Your FileTrac Evolve subscription is billed monthly or annually depending on your plan. From the Account Settings area, you can view past and current invoices, update the payment method on file, and download receipts for your records.
This article shows you how.
Where to find your billing information
Sign in to FileTrac Evolve.
Click your My Organizations in the top left-hand corner and select your organization.
Select Account Settings.
In the left navigation, click Billing.
Then click Manage Payment & Invoices, this will take you directly to Stripe.
Viewing and downloading invoices
The Invoices tab lists every invoice issued to your organization, with the most recent at the top.
To download an invoice as a PDF:
Locate the invoice in the list.
Click on the invoice you wish to download.
A new screen will open where you will see the option to download the invoice.
Updating your payment method
You can store a credit card or bank account (ACH) on file. The card on file is charged automatically on each invoice's due date.
To update or replace the card:
Open Account Settings → Billing.
Click Manage Payment & Invoices, this will take you directly to Stripe.
Click Add Payment Method to add a new card, or click Edit next to an existing card to update its details.
Enter the card or bank account information and click Save.
To make the new method the default, click Set as Default next to it.
For security, FileTrac Evolve does not display the full card number. Only the last 4 digits are visible after the card is saved.
Removing a payment method
Open Account Settings → Billing → Manage Payment & Invoices.
Click the three dots next to the payment method you wish to delete.
Click Delete.
Confirm the action in the prompt.
You cannot remove the only payment method on file. If you need to switch cards, add the new one first, set it as default, then remove the old one.
Receipts and email confirmations
Every successful payment generates a receipt that is emailed to your billing contact automatically.
To change the billing contact email:
Open Account Settings → Account Information → Basic Information.
Update the primary email address.
Click Save.
If you have questions about a specific invoice, a payment that did not post, or your subscription plan, contact accounting@evolution.global.