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Billing, Invoices + Proposals

Instructions for accepting a proposal, viewing invoices, and updating billing information from your BoxCast Dashboard

Written by Josh Mathus

As a BoxCast customer, payment of your BoxCast subscription is handled automatically by either a credit card or bank ACH transaction through our partnerships with Stripe and Plaid. This is generally set up during your initial onboarding process but may be updated right from your Dasboard if necessary.

BoxCast never handles or stores your credit card or bank account details directly. We partner with Stripe and Plaid for fully PCI-compliant processing.

BoxCast Dashboard's Billing Page

Navigate in your BoxCast Dashboard to Settings > Billing to find proposals ready for review, payment information, and payment history.


Proposals

Pending proposals will appear at the top of your Billing page. Click Review to open a proposal.

Scroll down through the proposal to review all the details included. Click the Start button at any time to be directed straight to the last page of the agreement where you must type in your name, title, and click on the Signature box to electronically sign and accept.

Clicking the Finish button upon accepting your proposal will advance you to the Checkout page.

Choose your payment method and provide valid payment details before finally clicking the Complete Payment button.


Invoices

View invoices in Payment History by clicking View Invoice. A new browser tab will open where you may simply view the invoice and payment details, Download invoice, or Download receipt.


Payment Information

View your payment details in Payment Information, like billing email and address, and the method used for making payments.

Change Billing Email and Address

Click the Edit button in Payment Information to change your billing email or billing address. Click the Update Settings button if saving changes.

Change Payment Method

Click the Edit button in Payment Information and then click Change payment method.

BoxCast offers four options for payment. After a payment method has been chosen, click the Update Settings button to save your changes.

  • Credit Card

  • Bank (ACH)

  • Purchase Order

  • Check


Contact payments@boxcast.com with questions about your account's billing.

Contact your account manager or success@boxcast.com with questions about a proposal, or if you would like to change your billing from annual payments to monthly payments (or vice versa).

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