Managing your payment methods and accessing invoices in TechAlign gives you full visibility and control over your subscription. Whether reviewing billing details, updating credit card information, or downloading past invoices, our streamlined account portal ensures transparency and convenience. This article walks you through the process, so you can ensure continuous service and accurate records for your managed IT business.
Accessing the Billing Portal
Log in to your TechAlign account as an Admin or Owner.
Navigate to your Account Settings menu.
Click “Billing & Subscription” to open the billing portal.
Updating Payment Methods
Within the Billing section, locate the “Payment Methods” area.
Select “Add Payment Method” to enter new credit card or ACH details.
To update or remove an existing method, choose “Edit” or “Remove” next to the respective entry.
Accessing and Downloading Invoices
In Billing, scroll to the “Invoices” section.
Browse the list of available invoices by date and status.
Click the download icon next to any invoice to save a PDF copy for your records.
Troubleshooting Billing Issues
Failed payments: Double-check your card details or ensure your ACH information is up to date.
Invoice access: Only Admins or Owners can view and download invoices.
Contact TechAlign Support for unresolved issues or billing discrepancies.
Conclusion
Staying on top of your TechAlign billing ensures uninterrupted access and clear financial records. For advanced subscription management or help with payment issues not covered here, contact our support team. Effective payment management keeps your MSP’s technical alignment and QBR workflows running smoothly.