Settings

The /portal/settings page groups billing account preferences that affect how the customer receives charges and communications.

Billing preferences

• Default payment method — used for automatic charges.
• Preferred due day (when the plan allows it).
• Email for receiving invoices — can be different from the sign-in email.
• Communication language — pt-BR or en-US.

Notifications

Toggles to enable/disable:

• Reminder before the invoice due date
• Payment confirmation
• Failed payment notice
• End of trial
• Plan change
• Card about to expire
• Receive NF-e by email

Each toggle controls a specific channel (email). Webhooks for integrations are configured in the organization's administrative dashboard.

Company details

Shortcuts to Account (fiscal data) and Payment Methods.

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