Do you want to adjust your payment method or billing address for your Kontera subscription? In this article, we explain step-by-step how you can easily update your credit card and billing details.
Prerequisites
- You must be the owner of the Kontera account to access the Stripe portal.
1. Update payment method (credit card)
- In Kontera, navigate to "Settings > Subscription".
- Click on the "Payment method" button.
- You will be redirected to a secure portal of our payment service provider Stripe.
- It is best to first delete your previously saved and invalid payment methods.
- Now add a new payment method.
- Mark it as your main payment method via "Set as default" so that Kontera can continue your subscription without interruption.
2. Adjust billing address
- In the same Stripe portal, you can also adjust your billing address.
- Click on the "Update information" link and enter the new address.
Important: In the Stripe portal, you can only adjust the billing address. You change the name of your company directly in Kontera under "Settings > Company settings > Company name".
Note: Changes to your billing address will only take effect for the new invoice. Current or past invoices remain unaffected.
FAQ & Troubleshooting
I need the invoice change immediately for a current invoice. What can I do?
If the regular process via the portal is too slow for you or you need a correction for an invoice that is already running, simply contact our Support. We can easily make the adjustment for you in the back office.
Which subscription is right for me?
There are two types of subscriptions for using Kontera:
- SME subscriptions, which are valid for individual companies (Bronze, Silver, Gold).
- Fiduciary subscriptions, which can be used for any number of clients (Fiduciary XY).
You can find more information about our subscriptions on our website.
How do I purchase a subscription?
Both types of subscriptions can be purchased under "Settings > Subscription". Click on "Purchase subscription" to start the process.
There you will be asked to either choose one of your existing billing addresses or enter a new billing address:
Your billing address is linked to a subscription type. When creating your address, you will be asked to choose a type of subscription:
Once you have decided and your address is set up, you can select the desired subscription.
Please note:
- SME subscriptions are automatically purchased for the company you are in at the time of purchase.
- For fiduciary subscriptions, you must still add the desired companies / clients after purchasing the subscription. You can do this via the Accountants dashboard, which you can find in the top left navigation.