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Billing Settings and Invoices Overview

Adina Cazamerciuc
  • Updated

Locate your subscription details, download invoices and change your payment method.

1. Navigate to the Settings > Billing.

 

On this page, you will find the following sections:

 

Subscription/Stakeholders

The subscription section details:

  • Pricing package: the plan the company is currently subscribed to (Raise, Build, Grow or Scale). 
  • Start date / Renewal date: when the subscription started and when it is due for renewal.
  • Billing frequency: how often you are billed.
  • Base price per month: your total subscription cost per month.
  • Stakeholders: the amount of stakeholders on your Carta account. For billing purposes, Carta use Total Stakeholders.

* Active shareholders are those who have signed up to Carta.

 

 

Billing Details

Underneath this section, you will find your billing details. 

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Editing Billing Details

If you would like to to change these details and the billing email address, click Edit Billing Details.

 

  • Payment method: This section will show all the current and previous payment details related to your account. To change or add a new payment method, click Add payment method then select the preferred one: Card, Sepa Debit (EU countries) or BACS Direct Debit (UK only).

    Carta strongly recommends you to use direct debit, in order to avoid having your account blocked due to late or delayed payments.

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  • Payment information: This section will show information related to the payment such as the name of the company, the billing email address, tax ID, phone number or company address. To amend any of these details, click Update information.
  • Invoice history: This section will reflect all the current and previous invoices related to your account. By clicking on the date of the invoice you can download it in PDF format.

Payment History

Within this section you can find the details of all previous payments, as well as any payments that are due or overdue. You will see the payment date, invoice ID, the amount paid/to pay and the payment status. 

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If you click on the invoice ID, you will be able to download the invoice as a PDF to use at your own discretion.

 

Please note, if you are paying by card, the first payment after a subscription renewal will not be taken automatically from your account due to SCA requirements and you will need to manually make the payment. Once done, going forward the payment will be taken automatically.

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