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Managing your Company’s Billing Details

Use Optify’s secure billing portal to review and update your company’s payment and billing information.

Written by Mariana Yates

Accessing the Billing Portal

  1. Enter the email address associated with your company’s Optify billing account.

  2. Check your inbox for the secure access email from Stripe.

  3. Select the link in the email to open your billing portal.

For security, the billing portal does not require a permanent password. Stripe sends a secure, time-sensitive access link to the authorized billing email address each time you sign in.

What You Can Manage

Depending on your company’s billing setup, the portal may allow you to:

  • Review your current subscription

  • View your billing history

  • Download invoices and receipts

  • Update your payment method

  • Update your company’s billing address

  • Review upcoming payment information

If You Don’t Receive the Access Email

If the Stripe access email does not arrive:

  1. Confirm that you entered the email address associated with your Optify billing account.

  2. Check your spam, junk, promotions, and quarantine folders.

  3. Search your inbox for messages from Stripe.

  4. Ask your IT team whether automated emails from Stripe are being blocked.

  5. Wait a few minutes and request a new access link.

If you are unsure which email address is connected to the billing account or still cannot access the portal, contact Optify through the platform chat or email support@optify.io.

For security, our team may need to verify that you are authorized to access or change your company’s billing information.

Subscription or Account Changes

The billing portal is primarily used to manage payment information and invoices. For questions about your pricing tier, subscription, account pause, cancellation, or other account changes, please contact the Optify team through the platform chat or at support@optify.io.

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