Billing & invoices
Your Pledgix invoices, payment methods, credits, and fees.
18 articles
- Understanding your Pledgix invoiceLearn what a Pledgix invoice covers, what each status means, and where to find, view, and download your invoices in the client portal.
- How to pay a Pledgix invoiceStep-by-step instructions for paying an open invoice — online from the invoice page, or instantly with your saved payment method.
- Payment methods — card and bank (ACH)How to add or update the card or US bank account on file for your Pledgix billing account, and how each payment method works.
- Platform fees explainedHow the Pledgix platform fee on donations works, why it never shows up as an invoice, and how it differs from your service billing.
- Subscriptions and auto-renewThe Subscriptions card on your Billing page — what it lists, how the per-subscription auto-renew toggle works, and the warning before a dedicated number expires.
- Prepaid credits and discounts on your accountWhat the "Prepaid credit" balance on your Billing page means, how credits are applied to invoices, and how discounts appear.
- Topping up prepaid creditBuy prepaid usage credit with the card on file — instant on approval, voided on decline, and drawn down automatically before your card is billed for usage.
- Reading your Billing page — balance, history, and what each number meansA tour of the Billing tab in your client portal — the open balance card, invoice numbers, status pills, and how to read your account at a glance.
- Disputed or incorrect invoice — what to doThink a Pledgix invoice is wrong? Here's what to check first, how to raise it with our team, and how corrections and refunds actually work.
- Quotes vs invoices — proposals, acceptance, and when money is owedWhat a Pledgix quote is, how it differs from an invoice, and how accepting or paying a quote turns it into a real invoice.
- Updating your billing contact and detailsWhich billing details you can change yourself in the portal, which ones our team updates for you, and how changes affect past and future invoices.
- Failed payments and keeping your account in good standingWhat happens when a Pledgix invoice goes unpaid — the grace period, automatic retries, reminder schedule, suspension, and how to restore everything instantly.
- How do I download an invoice PDF?Every invoice in your Billing tab has a one-click PDF button — here's where to find it.
- How do I update my saved card?Update the card on file from the Billing tab in under a minute — Pledgix instantly retries open invoices billed to your saved card.
- Can I pay by bank (ACH)?Yes — save a US bank account instead of a card, and your invoices are collected by ACH transfer.
- Why was my card charged automatically?Some invoices are set to automatic collection — they charge your saved payment method as soon as they're issued, so your service never lapses.
- Where do I see my open balance?Your open balance lives on the Billing tab — one card shows exactly what's due, across every open invoice.
- Who do I contact about billing?Create a support ticket in the Billing category from your Help Center — the team typically replies within 48 hours.