gearsWorkspace Settings

1. Overview

The Account & Billing section allows you to manage your workspace details, subscription plan, and billing information. It is typically accessed by admins and contains two main tabs: Account and Billing.


2. Account Tab

The Account tab contains general information about your tamato workspace.

Here you can:

  • View your current plan and account status

  • Manage basic company details such as:

    • Company name

    • Account name

    • Account type

    • Creation date

  • Save or reset changes to your account information

This section helps ensure your workspace information stays accurate and up to date.


Current Plan Overview

Below the account details, you can see an overview of your current subscription plan, including:

  • Plan name and pricing model

  • Number of available and used seats

  • Remaining time until plan renewal

  • Renewal behavior (automatic renewal, if enabled)

This overview helps you understand your current usage and plan limits at a glance.


Delete Account

At the bottom of the Account tab, admins can request account deletion.

Important notes:

  • Account deletion must be explicitly confirmed

  • A confirmation email is sent to complete the process

  • Deletion must occur within the contractual cancellation period

This action is irreversible and should be used with caution.


2. Billing Tab

In the Billing Information section, you can manage the official billing details of your company.

Here you can define or update:

  • Company Name – The legal name used on invoices

  • Billing Email – Email address that receives invoices and billing notifications

  • Mobile Number – Optional contact number for billing-related communication

  • Street Name & Street Number – Billing address

  • Postal Code & City – Billing location details

  • Country – Country of registration

  • Tax ID – Optional tax identifier

  • VAT Number – VAT ID used for tax calculation and compliance

Use Save Changes to store updates or Reset to discard changes.

Accurate billing information is required to ensure correct invoicing and tax handling.

Payment Method

The Payment Method section allows you to manage how your tamato subscription is paid.

You can add a credit card by providing:

  • Card number

  • Expiration date

  • Security code (CVC)

  • Country

Once added, the card can be used for subscription payments and renewals.

Existing Payment Methods

If a payment method already exists, you can:

  • View the card type (e.g. Visa)

  • See the masked card number

  • Identify the default payment method

  • View the expiration date

  • Remove the card if necessary

A warning message reminds you to ensure billing details are correct before payments are processed.

Subscription Charges

When a valid payment method is available, tamato can:

  • Charge your subscription automatically

  • Renew your plan according to your billing cycle

  • Process upgrades or seat changes when applicable

Billing History & Invoices

At the bottom of the Billing tab, you can see a list of billing transactions and invoices.

The table includes:

  • Invoice number

  • Status (e.g. paid, failed, open)

  • Plan information (monthly or annual)

  • Total amount

  • Issue date

  • Charge date

  • Balance

  • Actions (e.g. view details)

You can search and filter invoices by status to quickly find specific payments.


Summary

The Account & Billing section helps you manage your workspace identity, subscription, and billing details.

Use the Account tab for company and plan information, and the Billing tab for payment-related management. Keeping this information up to date ensures smooth operation and uninterrupted access to tamato.

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