Keeping your billing details current is essential for maintaining your Dappr subscription and related services. This guide explains how to manage your payment methods, view your billing history, and update the business information used for invoices.
Your Dappr subscription and any add-on services are managed from a central billing page. Dappr uses this information to ensure your core services—from compliance monitoring to your financial account—run without interruption.
Who can manage billing?
For security, only the designated legal representative for your company can view and modify billing information. Other users, including those with administrator access, cannot access these settings.
To confirm who your company’s legal representative is, navigate to Records from the main menu, select Legal and filing services in the top menu, and find the “Legal representative” section. From this same page, the current legal representative can also assign the role to another administrator.
Updating payment method
You can easily add, update, or remove payment methods on file for your Dappr account.
Navigate to Settings in the main menu.
Click the Plan and billing tab.
The second tile displays your primary payment method. To change it, click Update payment method.
To see all payment methods on file, click the three-dot action menu in the corner of the tile and select View payment methods.
A window will appear listing all cards and bank accounts on file. From here, you can remove a method or set a different one as your primary or backup option. Please note that you must always have at least one primary payment method on file.
Using your Dappr Financial Account for payments
When you open a Dappr Financial Account, you can set it as your primary payment method for all Dappr subscription fees. We highly recommend this to keep your business finances neatly separated from personal funds.
If your plan includes Dappr Accounting, invoices paid from your Dappr Financial Account are automatically reconciled, saving you manual data entry. Your Dappr Financial Account will only become available as a payment method after your application is approved and account numbers are assigned.
If you did not select this option during setup, you can enable it at any time. Navigate to Financial Account from the main menu, click the three-dot action menu next to the "Send funds" button, and select Use as payment method.
Finding invoices and payment history
All your subscription invoices and payment receipts are listed on the Plan and billing page, below your plan and payment method details.
To download a receipt or invoice: Find the transaction in the list and click the corresponding action menu to download the document.
To pay an unpaid invoice: Click on any unpaid invoice in the list to open a secure payment page. You can pay using a method already on file or enter details for a new one-time payment.
Updating your name and address information
Dappr uses your official business profile for all billing correspondence. Any changes to your company’s legal name or address must be made in your business profile. Furthermore, the name and email address listed on invoices, underneath the business name, will be the name and email of the legal representative.
To make updates, navigate to Settings and ensure you are on the Business profile tab. Click Edit details to change your company’s information. Note that changes made here will apply to all Dappr services, including your financial account and state filings.