The Plans & Billing page allows you to see your CashCloud subscription, add credit cards, and see your billing history.
To get started, select Settings from the left sidebar. Under the Company subgroup, select Plans & Billing.
See your Subscription
The Subscription and billing tab allows you to see your active CashCloud subscription, as well as a link that takes you to our pricing website.
If you would like to change your current plan to one of our other options, contact your CSM directly.
Update Payment Methods
CashCloud currently supports 3 payment methods:
CashCloud Credits: must be used to pay for pay-per-use services like Print & Mail, Digital Checks, ACH Remittances, and Bank Account Verification.
Credit Card: can be used to pay for your subscription and to obtain CashCloud Credits.
Bank Transfer: can be used to pay for your subscription (outside of CashCloud).
Understanding your CashCloud Credits
CashCloud Credits are virtual funds used to pay for certain services inside the platform.
Credits are required for Print & Mail orders, Digital Checks, ACH Remittance fees, and Bank Account Verification.
Each credit equals $1 USD.
Adding Credits to Your Account
You can add credits at any time by clicking Recharge in your CashCloud account.
From there, you can:
Select a preset amount, or
Enter a custom amount
You’ll then complete your purchase securely through Stripe Checkout.
Setting Up Auto Recharge
Auto Recharge helps ensure your account never runs out of credits.
How Auto Recharge Works
Go to Settings > Company > Plans & Billing > Payment methods
In the "My Credits" section, toggle Auto Recharge ON
⚠️ Note: this option is only available if you already have credits.
Set your recharge rule:
When your balance drops below X
Automatically recharge up to Y
Using your primary payment method (a credit card must be on file)
Example
If your balance drops below $50, CashCloud can automatically recharge your account back to $200 using your saved credit card.
Adding a Credit Card to CashCloud
You can securely add a credit card to your CashCloud account at any time.
Go to the Payment Methods tab.
Click “Go to Stripe to add your credit cards.”
You’ll be redirected to Stripe’s secure checkout page.
Enter your credit card details and save them.
Once added:
Your card will appear in the Credit Card section
It can be used for Auto Recharge or subscription payments
Access Billing History
You can view all your past billing activity directly in your CashCloud account by going to the Subscription and billing History tab.
At the top of the page, you’ll see a summary of key billing information, including:
Bank verification costs
Print & Mail costs
ACH remittance fees
Digital Check issuance costs
👀 Note: This summary is for informational purposes only.
Below the summary, you’ll find a detailed table with all recorded billing activity. Each entry includes:
Statement ID
Payment method
Billing item
Status
Billing date
Amount
Viewing Statements and Details
From the billing history table, click the three-dot (⋯) menu at the end of any row to:
View Statement
Opens a new page where you can view and download the invoice
View Details
Opens a modal with:
Description
Quantity
Unit price
Amount
Billing date
Download Invoice
Downloads the invoice directly to your device
👀 Note: Currently, the Billing History only displays transactions paid with CashCloud Credits (e.g. pay-per-use features). For other billing items, please contact our Accounting department or your Customer Success Manager.