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Payment Methods & Invoices

This feature is available to users with the Billing or Full administrator role. See Roles

Billing administrators can manage stored payment cards, update official billing contact details, and review or download past invoices.

Managing Payment Methods

IngenuitiLMS securely processes payments through industry-standard payment processors. Card details are encrypted and never stored directly on our servers.

Adding a Payment Method:

  1. In the Management menu, navigate to Billing > Payment Methods.
  2. Click + Add Payment Method.
  3. Enter credit or debit card details, expiration date, and security code.
  4. Click Save Card.

Setting Default Payment Method:

  • If you have multiple cards on file, select the card you wish to use for recurring subscription charges and click Make Default.
  • To remove an old card, ensure a different active card is designated as the default first, then click Delete on the old card.

Updating Billing Contact & Address

To ensure invoices reflect your organization's legal name, tax IDs, and mailing address:

  1. Navigate to Billing > Billing Details (or Billing Contact).
  2. Update the contact name, billing email, address lines, city, state/province, postal code, and country.
  3. Click Save Contact Information. Future invoices will automatically include these updated details.

Viewing & Downloading Invoices

All recurring charges generate an official invoice itemized by seat quantity and billing period.

  1. Navigate to Billing > Invoices.
  2. Browse the chronological list of invoices, showing invoice number, date, amount billed, and status (Paid / Pending).
  3. Click Download PDF next to any invoice to save a copy for your accounting and expense records.

Payment Issue Notifications

If an automatic renewal charge requires additional bank authentication or fails due to an expired card, an alert notification is sent directly to billing administrators with a link to resolve the payment method.