# Managing Your Billing & Payments

SmoothHiring provides a comprehensive billing dashboard where account administrators and owners can manage payment methods, review payment history, download invoices, and track subscription charges. All payment processing is handled securely through **Stripe**.

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## Accessing Billing & Payments

1. Navigate to **Settings** in the left sidebar.
2. Click **Account Settings**.
3. Select the **Billing & Payment** tab.

> **Note:** The Billing & Payment tab is only visible to users with **Admin** or **Owner** roles. Team members with other roles will not see this option.

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## Billing Dashboard Tabs

The Billing & Payment section is organized into two tabs:

| Tab | Purpose |
|---|---|
| **Saved Payment Methods** | View, add, and manage your credit/debit cards |
| **Payment History** | View all past payments, invoices, and refunds |

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## Saved Payment Methods

### Viewing Saved Cards

Navigate to **Billing & Payment → Saved Payment Methods** to see all cards on file:

- Card brand (Visa, Mastercard, Amex, etc.)
- Last four digits
- Expiration date
- **Default** indicator for the active payment method
- **New** indicator for recently added cards

### Adding a New Card

1. Click **Add card** (green button in the top right).
2. A secure dialog powered by **Stripe** opens.
3. Enter your card details:
   - Card number
   - Expiration date
   - CVC/CVV
   - Billing ZIP code
4. Click **Save**.
5. The card is automatically set as your **default** payment method.
6. A confirmation notification appears: "Card saved and set as default."

### Setting a Default Payment Method

If you have multiple cards on file:

1. Find the card you want to make primary.
2. Click **Set as Default**.
3. The default card will be used for all future charges (subscriptions and one-time purchases).

### Removing a Card

1. Find the card you want to remove.
2. Click the **Remove** action.
3. Confirm the removal.
4. A notification confirms: "Payment method removed."

> **Important:** You cannot remove a card that is the only payment method on an active subscription. Add a new card first, then remove the old one.

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## Payment Security

SmoothHiring takes payment security seriously:

- **SmoothHiring does not store credit card information.** All card data is managed securely by Stripe.
- Stripe is a **PCI-DSS Level 1** certified payment processor — the highest level of security certification.
- All payment pages use **encrypted connections** (HTTPS/TLS).
- A lock icon and security notice are displayed on all payment screens.

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## Payment History

### Viewing Payment History

Navigate to **Billing & Payment → Payment History** to see all transactions:

The payment history table displays:

| Column | Description |
|---|---|
| **Date** | Date the payment was processed |
| **ID** | Unique payment identifier |
| **Amount** | Payment amount and currency |
| **Status** | Payment status (Successful, Failed, Pending) |
| **Invoice** | Link to view the invoice or receipt |
| **Created At** | Full timestamp of the transaction |

### Payment Status Indicators

| Status | Icon | Description |
|---|---|---|
| **Successful** | Green checkmark | Payment was processed successfully |
| **Failed** | Red error icon | Payment failed (check card details or balance) |
| **Pending** | Yellow pending icon | Payment is being processed |
| **Refunded** | Red replay icon | Payment was partially or fully refunded |

### Viewing Payment Details

Click any row in the payment history to expand and see detailed information:

- **Payment ID** — Unique transaction identifier
- **Amount** — Total charge amount and currency
- **Status** — Current payment status
- **Created** — Full date and time of the charge
- **Last Updated** — Most recent status change
- **Refund Details** — If applicable, refund amount, date, and status

### Downloading Invoices and Receipts

For each payment, you can access the invoice or receipt:

1. Find the payment in the history table.
2. Click the **View Invoice** or **View Receipt** link in the Invoice column.
3. The invoice opens in a new tab (hosted by Stripe).
4. From there, you can download or print the invoice for your records.

> **Tip:** Download invoices regularly for your accounting records. You can filter by date and export payment history for bookkeeping purposes.

### Pagination

If you have many payments, the history is paginated:

- Use the **page navigation** controls at the bottom of the table.
- Adjust the **rows per page** (10, 25, or 50) to your preference.

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## Understanding Your Charges

### Subscription Charges

If you're on a subscription plan, you'll see recurring charges:

- **Monthly subscriptions** are billed at the start of each billing cycle
- **Yearly subscriptions** are billed once per year
- Your **renewal date** is displayed in the Subscriptions section

### One-Time Purchases

Some features may involve one-time charges:

- Individual job posting purchases
- Add-on features or upgrades
- Credit purchases (for assessment customers)

### Refunds

If a refund has been processed:

- The refund appears as a separate line in payment details
- Refund amount, date, and status are clearly shown
- Both the original charge and refund are visible for full transparency

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## Troubleshooting

### Failed Payments

If a payment fails:

1. Check that your card has sufficient funds.
2. Verify the card hasn't expired.
3. Ensure the billing address matches your card's registered address.
4. Try adding a new card and setting it as default.
5. Contact your bank if the card is being declined.
6. If issues persist, contact [SmoothHiring Support](/help/billing-support/contact-support).

### Missing Invoices

If you can't find an invoice:

1. Check the **Payment History** tab — use pagination to search through all transactions.
2. Click on the payment row to expand details and access the invoice link.
3. If no invoice link is available, contact support for a copy.

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## Related Pages

- [Subscriptions & Pricing](/help/billing-support/subscriptions-pricing) — Plan details and pricing
- [Contact Support](/help/billing-support/contact-support) — Get help with billing issues
- [Compliance & Security](/help/integrations-compliance/compliance) — Payment security details