Articles
Billing History FAQ
The Billing History page shows your past charges and the date your account is paid through, and lets you download the record. Answers to the common questions about who can see it, the Paid Until date, and getting a past receipt.
Who can see the B...
Billing History
Your Billing History page is the record of every Pipeline charge — what you paid, when, and the date your account is paid through.
Introduction
You almost never open a billing page because things are going well. Either the charge on the stateme...
Credit Card on File FAQ
Pipeline keeps one credit card on file and charges it automatically each cycle. Answers to the common questions about who can update it, the small verification hold, and switching cards.
Who can update the credit card on file?
Only a master ad...
Credit Card on File
Pipeline keeps one credit card on file and charges it automatically each billing cycle — update it anytime from your account settings.
Introduction
Cards expire. They get reissued after a fraud alert, or they belong to someone who's left the co...
Get Billing Records to Your Bookkeeper
Your bookkeeper wants the invoices and Pipeline doesn't send invoices. What it sends is a monthly receipt, to every master admin, with no way to redirect it — so the answer is a download and one decision about access.
Introduction
This question...
Hand the Account to a New Owner After a Sale
You've sold the company and the buyer is taking the Pipeline account with it. There's no ownership-transfer button — it's four moves in a particular order, and the order is what keeps anyone from getting locked out mid-handover.
Introduction
A ...
Keep Service Running When Your Card Fails
A card expires, a bank blocks a charge, a replacement is in the post. Pipeline gives you about six days and two ways to use them — and knowing the timeline is most of what keeps an account out of suspension.
Introduction
A declined payment isn'...
Why Won't My Card Update or Payment Go Through?
A card that won't save or a payment that won't clear is almost always a card detail or a bank decline — not a Pipeline problem. Here's how to sort out each one.
The New Card Won't Save
If the update won't go through, the most common cause is th...