Q: Where can I download my past invoices?
A: All of your past invoices and your complete billing history are securely stored in our Billing Portal. To access past invoices, click Client Portal, or go to filenote.ai and scroll to the very bottom of the page and click on the Client Portal link located in the footer.
Q: How do I update my credit card or payment details?
A: You can update your payment method directly through the Billing Portal. Simply log in to the Client Portal using the Account Owner's email. Once inside, you will have the option to update your payment type and billing details.
Q: I logged into the Client Portal, but I don't see my invoices or a billing section. Why?
A: For security purposes, billing information is strictly limited to the designated Account Owner. If you do not see the billing section, it means your email address is not registered as the Account Owner. You will need to ask the current Account Owner to log in to access invoices or make changes.
Q: What if the Account Owner is no longer with our company?
A: If the person who originally set up your account has left the organization, please contact our support team. We will verify your company details and help you assign a new primary email address as the Account Owner.
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