Manage Your Billing Details
Your Billing Details hold the official information we use for your invoices, payment records, and tax compliance. Keeping this information accurate ensures that every invoice generated by Trimlink includes your correct company details, exact billing address, and applicable tax information.
Phase 1: Open Billing Details
You can manage your billing information directly from your account settings.
How to Access the Page
- Sign in to your Trimlink Dashboard.
- Navigate to the left sidebar and click on Billing.
- Select Billing Details from the expanded menu.
- Your current billing profile will be displayed on the screen.
Note: Make sure you have the Super Admin role or specific billing permissions assigned to your account, otherwise you will not be able to access or edit these details.
Phase 2: Review Your Billing Information
The Billing Details page displays your Organization's complete financial profile in one organized place.
Depending on your account setup and region, you will see details such as:
- Company Name
- Contact Name
- Billing Email
- Phone Number
- Country, State/Province, and City
- Postal Code & Billing Address
- GSTIN / VAT / Tax Identification Number
Please review these details carefully to ensure they match your official business registration before making any changes.
Phase 3: Update Billing Details
If your company moves, rebrands, or changes tax structures, you can easily edit your billing profile at any time.
How to Update Your Information
- Click the Edit button on the Billing Details page.
- Update the required fields (such as your new address or company name).
- Verify that all entered information is spelled correctly.
- Click Save Changes.
Your billing profile is updated instantly.
Critical Billing Note: The billing information you enter here will only be used for future invoices. For legal and accounting reasons, previously generated invoices cannot be modified or re-issued after they have been created.
Phase 4: Verify Tax Information
If your business is registered for tax purposes, it is highly important to ensure your tax information is accurate to avoid compliance issues.
Carefully review your:
- GSTIN (For businesses in India)
- VAT Number (For businesses in the EU/UK)
- Tax Identification Number (TIN)
- Business Registration Number
Providing accurate tax information helps ensure your invoices meet your local accounting requirements and that correct tax rates are applied to your subscription.
Billing Best Practices
To keep your accounting records accurate and avoid any subscription payment issues, we recommend following these simple rules:
- Keep Company Information Updated: Update your business name and address the moment they change.
- Verify Tax IDs: Double-check your GSTIN, VAT number, or Tax ID for typos before saving.
- Use an Active Billing Email: Ensure your invoices are being delivered to the correct finance team or accounting contact.
- Update Before Renewal: Always make your billing changes before your next subscription renewal date so your upcoming automated invoice contains the correct information.
Frequently Asked Questions
- Keeping your billing details current ensures your invoices contain the correct company information, billing address, and tax details for accounting and compliance purposes.
- Yes. You can update your company information from the Billing Details page. Future invoices will use your updated billing information.
- Yes. If your organization has a valid GSTIN, VAT number, or Tax ID, you can update it from the Billing Details page.
- No. Updating your billing information only changes your billing profile. It does not modify your subscription plan or billing cycle.
- No. Previously generated invoices remain unchanged. Updated billing information is applied only to future invoices.
- If your account supports billing email updates, you can modify it from your billing profile to receive future invoices and payment notifications.
- Only Organization Owners, Super Admins, or users with specific billing permissions can modify billing information.
- Billing information is updated immediately after you save your changes.
- Once your billing details are updated, all future invoices generated with this new information will be available to download directly from the Billing History section of your dashboard.
- Ensure you enter the exact number provided by your local tax authority without any extra spaces or dashes. If it still fails, contact our support team for manual verification.