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Billing and Payments

Understand invoices, payment methods, autopay, and policy-sensitive billing boundaries.

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Reference / Concepts

Last verified
2026-05-02
App area
shared support

When To Use This

Use this page when an article discusses invoices, payment methods, customer billing, business billing, plans, pricing, or subscription management.

Customer Billing

  • Customers may see invoices, saved payment methods, and payment actions in the customer portal.
  • A payment action should be described as available only when it appears on the page.
  • Billing outcomes such as refunds, credits, charge timing, and cancellation effects depend on the business's approved billing policy.

Business Billing

  • Business users may manage customer billing, invoices, and payment follow-up from the business app when the relevant billing tools are available.
  • Owners or admins may also manage Hello Sniff plan or subscription settings from the business billing area or a linked billing surface.
  • Pricing, plan limits, taxes, subscription terms, and cancellation terms should come from the current product or business-approved source, not from memory.

Safe Language

  • Say "when the payment action is shown" instead of promising every invoice can be paid from the portal.
  • Say "review the current billing page" instead of restating terms that may change.
  • Say "contact the business" when a customer billing outcome depends on business policy.
  • Do not ask users to send full card numbers, provider secrets, or screenshots containing private payment details.

Policy Boundaries

  • Do not restate exact billing, refund, tax, or subscription terms from memory.
  • Reference the current pricing or billing source instead of copying terms that may change.
  • Do not promise payment success, refund approval, credit, subscription cancellation, or account changes from a support article.

Troubleshooting

  • If a payment action is missing, confirm the invoice status and the user's account.
  • If a payment fails, review the visible error and try another saved payment method if available.
  • If a business billing page is unavailable, ask an owner or admin to review staff access.
  • If pricing is unclear, use the current public or in-app pricing source rather than an older article.