How to Manage Invoices, Upgrade Subscription Plans and Download Tax Receipts
⚡Mandatory Prerequisites & Initial Checklist
- ✓Administrator or Billing Manager permissions in Dashboard V2.
- ✓Complete corporate company profile (Legal Name, Tax ID and Address) for invoice compliance.
📋Step-by-Step Instructions in Dashboard
Navigate to Workspace Billing Module
Under billing overview, inspect your active plan (Starter, Unlimited or SaaS Pro), next renewal date and current resource usage meters (connected WhatsApp instances, stored contacts and AI tokens).
Download Invoices and Tax Receipts (NFSe)
Every paid subscription fee is logged in chronological order. Next to each invoice record, access two actions: 1) 'Receipt / Details' for banking transaction confirmation; 2) 'Download Tax Invoice (PDF / XML)' for the official e-service tax receipt.
Execute Immediate Plan Upgrade with Pro-Rata Adjustment
If your team requires additional WhatsApp instances, unmetered contacts or advanced features like VoIP and Whitelabel, click 'Change Plan'. Our billing engine computes the exact pro-rata difference for remaining cycle days. Upgraded capacity unlocks instantly upon confirmation.
🚨Critical Safety Rules & Ban Protection
- 🛡️Early Quota Warning (80%): When resource consumption crosses 80% of active tier quotas, Dashboard V2 alerts administrators via email to upgrade before workflows bottleneck.
- 🛡️Grace Period on Renewal Failures: In the event of temporary card payment declines, MailerWeb provides a 3-day grace period to update payment details before restricting active dispatches.
❓Frequently Asked Questions & Troubleshooting
P:Can I pay subscription invoices via PIX or Bank Transfer?
Yes! MailerWeb accepts recurring Credit Cards, instant PIX and registered Bank Slips.
P:How do I update the credit card on file?
Under 'Payment Methods', click '+ Add New Card', input card credentials and set it as default. The prior card can then be removed safely.