Billing

Manage payment methods, invoices, and billing preferences

Billing

Overview

Manage payment methods, view invoices, and configure billing preferences.

Navigate through three tabs: Payment Methods, Invoices, and Preferences.

Payment methods

Adding a payment method

  1. Click Add Payment Method
  2. Enter card details in the Stripe form
  3. Optionally check "Set as default payment method"
  4. Click Add Card

Stripe securely stores your card and displays only the last 4 digits.

Managing payment methods

Set as Default

  1. Click Set as Default button on any non-default card
  2. The card becomes your primary payment method

Delete a Payment Method

  1. Click the trash icon on the payment method card
  2. Confirm deletion in the dialog

Card Display:

  • Shows card brand (Visa, Mastercard, Amex, etc.) with icon
  • Displays last 4 digits (•••• •••• •••• 1234)
  • Shows expiration date
  • Default card is labeled

Invoices

View invoices from the past 12 months.

Invoice display

Each invoice shows:

  • Invoice Number - Unique identifier
  • Description - What the invoice covers
  • Status - Payment status badge
  • Amount - Total amount due
  • Created - Invoice date

Invoice actions

View Invoice

  • Click View button with eye icon
  • Opens Stripe's hosted invoice page in new tab

Download PDF

  • Click PDF button with download icon
  • Downloads invoice as PDF file

Empty State: If no invoices exist, you'll see "No invoices found" with a note that invoices appear after your first purchase.

Preferences

Configure billing information that appears on your invoices.

Important: Changes apply to future invoices only. Contact support for past invoice reissues.

Available fields

Company Information:

  • Company Name - Appears on invoices instead of organization name
  • PO Number - Purchase order reference
  • Billing Email - Where invoices and notifications are sent
  • Business Tax ID - For invoicing purposes

Business Address:

  • Address Line 1 & 2 - Physical address
  • City - City name
  • State/Province - State or province
  • Postal Code - 3-20 characters, alphanumeric with spaces/hyphens
  • Country - 2-letter ISO country code

Saving preferences

  1. Fill in desired fields (all are optional)
  2. Click Save Preferences
  3. Confirmation appears: "Billing preferences saved successfully"

Validation:

  • Email must be valid format
  • Postal code: 3-20 characters
  • Country: exactly 2 uppercase letters
  • Tax ID: up to 50 characters

Payment security

NautilusTrader Pro uses Stripe for secure payment processing:

  • No Card Storage - We never store full card details on our servers
  • Tokenization - Cards are tokenized and stored securely by Stripe
  • PCI Compliance - All processing meets PCI DSS standards
  • Secure Forms - Card entry uses Stripe Elements for maximum security