This guide covers managing payment methods, updating billing details, and viewing invoices.

Add/Edit payment data & billing information

Billing information is required to create and manage subscriptions. You can add or edit payment details during the upgrade process or manually through your account settings.

If you need to add new information

• If you’re currently in your Workspace, click Back to my.XOAP.io in the lower left corner. If not, proceed to the next step.
• Aller à Paramètres.
• Click on the Payment data tab.
• Cliquez sur + Add new payment method. You can add multiple credit or debit cards.
• Select your preferred card to be used for subscriptions.
• Enter your payment details and click Confirmer to save the new method.

If you need to edit existing information

• If you’re currently in your Workspace, click Back to my.XOAP.io in the lower left corner. If not, proceed to the next step.
• Aller à Paramètres.
• Click on the Payment data tab.
• Cliquez sur Editer under your billing details to update your billing address and/or details. Only one billing address is currently supported.

Access your invoice history

You can view and download invoices using either of the following methods:

Via Workspace details page

• If you’re currently in your Workspace, click Back to my.XOAP.io in the lower left corner. If not, proceed to the next step.
• Go to the Workspace Details page.
• View the list of invoices associated with this specific workspace.
• Click the Download invoice button next to any invoice to download it.

Via Expenses page

• If you’re currently in your Workspace, click Back to my.XOAP.io in the lower left corner. If not, proceed to the next step.
• Navigate to the Expenses page.
• View the list of invoices associated with this specific workspace.
• Click the Download invoice button next to any invoice to download it.

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Protect your account by keeping your password secure and up to date. Enable Multi-Factor Authentication (MFA) and change your password if needed.

Enable Multi-Factor Authentication (MFA)

• If you’re currently in your Workspace, click Back to my.XOAP.io in the lower left corner. If not, proceed to the next step.
• Aller à Paramètres.
• Dans le cadre de la Account tab, enable 2FA – Email Verification: Receives verification via Email.
• Cliquez sur Économiser.

Change your password

• If you’re currently in your Workspace, click Back to my.XOAP.io in the lower left corner. If not, proceed to the next step.
• Aller à Paramètres.
• Dans le cadre de la Account tab, type your new password twice.
• It has to meet our password policy:
  • Minimum 12 characters
  • At least 2 special characters
  • At least 2 uppercase letters
  • At least 2 lowercase letters
  • At least 2 numbers
• Once entered correctly, click Économiser.
• A confirmation email will be sent to your registered address.
• Click the link in the email to finalize the password change.

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You can close your account at any time, depending on your plan status. Follow the steps below based on whether you’re on a free or paid plan.

If you’re on a free plan

You can close your account at any time during the free plan period. This will permanently delete your account and associated data.

• If you’re currently in your Workspace, click Back to my.XOAP.io in the lower left corner. If not, proceed to the next step.
• Aller à Paramètres.
• Click on Close account.
• Confirm the action when prompted.

If you have a paid subscription

Subscriptions are billed monthly, depending on the date you created the subscription. You can cancel anytime. After cancellation, you’ll retain access until the end of the current billing cycle.

• If you’re currently in your Workspace, click Back to my.XOAP.io in the lower left corner. If not, proceed to the next step.
• Aller à Espace de travail.
• Click on Edit plan.
• Cancel your subscription.
• Aller à Paramètres.
• Click on Close account. Your account will be closed after the subscription period has ended.

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