How to Set Up Automatic Payments

If your account has billing access, you can view billing information in the DealRoom platform. With this, you can access invoices and set up automatic payments.

To proceed, follow these steps:
Navigate to the Settings option at the top.
Choose Billing from the left-side menu.

Note: If the Billing tab isn't visible, your current access level doesn't include billing privileges.

On the billing screen, you'll find details about your existing subscription, billing information, and the most recent invoices.
In the grey box where your billing information is, click the update link to enter in new card information for payment.



Furthermore, by clicking the View button next to the invoice, you'll be directed to a screen where you can also:
Pay the invoice
Set up automatic payments
Download the invoice
Download the receipt (if the payment is already made)



If you have any questions, please don't hesitate to reach out to our support team.

Updated on: 04/01/2024