Configuring Online Payments through the Company Dashboard

The Payment and Invoices page of the Company Dashboard allows you to define your company payment information that can be used for automatic operations (such as auto-renewal) and browse the financial activity of your Company Account.

Use the Payment and Invoices page to provide your company payment info and browser history of your invoices and quotes.

With the financial information in place, you can easily pay for your licenses and subscriptions. This functionality provides you, as an administrator for your Company Account, the means to keep the number of licenses available for your company at a sufficient level and keep the payment of subscriptions for your organization's licenses up-to-date through secure payment online, without having to contact your usual sales channel.

Adding a Payment Method

To define a payment method, click the Add Payment control in the Company Payment Info section of the Payment and Invoices page. This will give access to the Payment Methods dialog to add a new card or bank account.

Adding a Card

To add a card as a payment method, click the Add New Card button on the Credit or Debit Card tab of the Payment Methods dialog.

Add a new card as a payment method.

The following is required:

• Card number – the 16-digit long card number located on the front of your card, with no spaces or hyphens.
• Expiration Date – the month and year for the expiry date of your card.
• CVV – the security code for your card. For a Visa Card, MasterCard, or Discover Card, this is the last 3-digit number found on the back of the card. For an American Express card, this is the 4-digit number found on the front of the card.

• Cardholder Name – the name of the cardholder.

  The cardholder's name must be the same as that appearing on the credit card itself. If this information is not correct, there can be problems when processing payments from your card's financial institution.

With the card details filled in as required, click the Add Card button. The registered card will be listed in the Payment Methods dialog and, once the changes are saved, in the Payment Methods for section of the Payment and Invoices page.

A defined and chosen card payment method added as an entry to the Payment Methods section.

Click the card number in the Payment Methods for section to reaccess the Payment Methods dialog, from where you can add and remove additional cards, edit data for an added card, and choose a preferred payment method.

Adding a Bank Account

To add a bank account as a payment method, click the Add New Bank Account button on the Bank Account tab of the Payment Methods dialog.

Add a new bank account as a payment method.

Follow the instructions in the dialog that opens to provide details of your bank account. With the account details set as required, its entry will be listed in the Payment Methods dialog and, once the changes are saved, in the Payment Methods for section of the Payment and Invoices page.

A defined and chosen bank account payment method added as an entry to the Payment Methods section.

Click the bank account entry in the Payment Methods for section to reaccess the Payment Methods dialog, from where you can add and remove additional bank accounts and choose a preferred payment method.

Adding Billing and Shipping Information

On the Payment and Invoices page, click the Edit option at the right of the Bill to / Ship to region. This will give access to the Billing and Shipping dialog.

Use the available fields to supply account and address information.

Use the dialog to provide the required information: the phone number, billing and shipment addresses, and, if applicable, tax detailings.

With the information supplied as required, click Save. The information will be reflected on the Payment and Invoices page.

Click the Edit option again to change the billing/shipment information as required.

You can visit the Online Store from the Payment and Invoices page by clicking the Go to Store button at the bottom of the page (or by clicking Store at the top-right of any altium.com page) to purchase new licenses, or you can add seats to existing licenses, renew licenses and manage their autorenewal from the Subscriptions and Licenses page of the Dashboard. The history of your financial actions will be reflected back on the Payment and Invoices page.