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Managing Your Billing and Invoices

Billing

Updated over 3 weeks ago

What This Article Helps You Do

This article explains how to view and manage your billing information, as well as access and download your invoice history.

1. Accessing Billing Information and Invoice History

  1. Click the Profile Icon in the top-right corner of CORTO.

  2. Navigate to Account Settings → Admin on the left-hand side.

  3. Click the Open button next to Billing

  4. A new window will open displaying your Current Subscription and Invoice History.

2. Billing Overview

The Billing Page gives you a quick view of your account and payment details. It shows:

  • A link to return to your CORTO account i.e Return to CORTO PTY LTD

  • Information about Stripe Integration

  • Your current Subscription and renewal details

  • Your Invoice History.

3. Current Subscription Actions

  1. Update subscription: Click to upgrade or modify your current subscription plan.

  2. Cancel subscription: Click to cancel your subscription.

  3. View details: Click the down arrow to expand details, displaying price, tax, and total.

  4. Edit Payment Method: Click the edit icon next to your current card to update billing details.

4. Payment Method Actions

  1. Add a Payment Method: Click + Add payment method to add a new card.

  2. More Options: Click the three-dot menu next to an existing payment method to access additional actions:

    1. Make default

    2. Delete

Note: If you only have one payment method, it is automatically the default, and the Delete option will be greyed out.

5. Invoice History Actions

  1. Search Invoices: Use the search icon to find specific invoices by date or amount.

  2. View Invoice: Click on any invoice entry (e.g., “Oct 2, 2025 USD$24.00 Paid CORTO”) to open its details in a new window.

6. Invoice Details Actions

When you click an invoice in your Invoice History, it opens a new page showing the invoice in detail. From here, you can take the following actions:

  1. View Invoice and Payment Details: Opens a vertical panel on the right-hand side displaying:

    1. Summary of the Invoice

    2. Itemized charges

    3. Payment Information

    4. Close Panel – Click X to close the invoice details panel.

  2. Download Invoice: Click to save a full copy of the invoice.

  3. Download Receipt: Click to save a receipt confirming payment

Related Articles
Managing Account Settings
User Roles and Permissions in CORTO
Features of the CORTO Prompt Library
Getting started with CORTO Chat
Managing Contacts in CORTO
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