Invoices and payment methods
View invoices, update your credit card, and manage billing notifications.
All billing information - invoices, payment methods, and notifications - lives in your organization's Plans & Billing settings. Only admins can access and manage billing.
Viewing your invoices
- Go to Setup > Organization in the sidebar.
- Click the Plans & Billing tab.
- Scroll to the Invoices section.
You'll see a list of all past invoices, with each entry showing:
| Column | What it shows |
|---|---|
| Date | When the invoice was generated |
| Amount | The total charged |
| Status | Paid, pending, or failed |
| Plan | The plan that was billed |
| Download link for the invoice |
Click the PDF icon on any invoice to download a printable copy. This is useful for expense reports, accounting, and tax records.
Understanding your invoice
Each invoice includes:
- Billing period - the dates covered (e.g., March 1 - March 31, 2026)
- Plan charges - your base plan cost for the period
- Add-on charges - any add-ons (extra rows, seats, AI messages, datasets) billed separately
- Prorated adjustments - if you upgraded mid-cycle, the prorated amount appears as a line item
- Tax - applicable taxes based on your billing address
- Total - the amount charged to your payment method
Updating your payment method
Genuics accepts credit cards as the payment method.
- Go to Setup > Organization > Plans & Billing.
- Find the Payment Method section.
- Click Update next to your current card.
- Enter your new card number, expiration date, and CVC.
- Click Save. The new card is used for all future charges.
Your old card is replaced immediately. If you have a pending charge that failed on the old card, Genuics will automatically retry it on the new card.
Billing email notifications
Genuics sends email notifications for important billing events to all admins in your organization:
| Event | When it's sent |
|---|---|
| Payment successful | After each successful billing cycle charge |
| Payment failed | When a charge is declined - includes instructions to update your card |
| Plan changed | When someone upgrades, downgrades, or switches billing cycles |
| Subscription cancelled | When a cancellation is confirmed |
| Add-on purchased | When an add-on is added to the subscription |
| Add-on removed | When an add-on is scheduled for removal |
These notifications go to all users with admin permissions. You cannot opt out of billing notifications - they're essential for keeping your organization's payment status visible.
What happens when a payment fails
If your credit card is declined:
- You receive an email notification explaining that the payment failed.
- Genuics retries the charge automatically after 3 days.
- If the retry also fails, you receive another notification.
- After 2 failed retries (approximately 9 days), your subscription enters a grace period. All features continue working, but you'll see a banner in the app prompting you to update your payment method.
- If the payment issue is not resolved within the grace period, your subscription is downgraded to the Free plan.
Billing cycle dates
Your billing cycle starts on the day you first subscribed to a paid plan. For example, if you upgraded to Starter on March 15, your billing cycle runs from the 15th of each month.
- Monthly billing: charged on the same day each month
- Annual billing: charged once per year on your subscription anniversary date
If you switch between monthly and annual billing, your new cycle aligns with the change date.
Requesting a refund
If you believe you were charged incorrectly, contact the Genuics support team. Include the invoice date and amount, and we'll review the charge and issue a refund if appropriate.
Next steps
To change your plan or billing cycle, see Managing your subscription. For an overview of what each plan includes, visit Plans and pricing.