Manage Payment Methods, Invoices, and Billing Alerts

Keeping your billing details current ensures uninterrupted access to Nexalytica. This page covers everything outside of plan selection: where to find and download past invoices, how to add or change payment cards, how to keep billing information accurate, and how to tune alert preferences so you hear about credit and budget events at the right time. It also explains the system-wide banners that appear when your account is in a special billing state — and exactly what to do to resolve each one.

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Invoices tab

The Invoices tab is a read-only history of every invoice generated for your organisation. Invoices are created and emailed automatically by the billing system; there is nothing you need to trigger manually.

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Filtering the invoice list

Use the Show last dropdown to limit the list to invoices from the past 3, 6, 9, or 12 months (default is 6 months).

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Downloading an invoice PDF

Each row in the invoice list represents one billing cycle. The PDF button on a row opens the official invoice PDF in a new browser tab. The PDF button is only available on Paid invoices — unpaid invoices show a dash in that column.

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Invoice total summary

Below the list, a Total (N months) figure shows the combined value of all paid invoices within your selected time window.

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Payment tab

The Payment tab has two sections: Payment methods and Billing information.

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Payment methods

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Adding a card

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Managing existing cards

The Default badge marks whichever card is currently used for billing. You cannot delete the default card while it is the only card on file.

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Billing information

The Billing information section stores the details that appear on your invoices. Click Edit to make any field editable. Click Save changes to apply your edits, or Cancel to discard them.

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Settings tab (billing alert preferences)

The Settings tab controls which billing events trigger emails or in-app alerts. All changes are staged locally and only take effect when you click Save preferences — the button remains disabled until you make at least one change.

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Budget and credit thresholds

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Email notification toggles

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Billing state banners

When your account enters a special billing state, Nexalytica displays a persistent banner visible to all Org Owners and Admins across the entire platform. Each state has a distinct appearance, behaviour, and resolution path.

Trial active

A trial banner counts down the days remaining in your trial period.

Days remaining	Banner colour	Dismissible?
More than 3 days	Grey	Yes
3 days or fewer	Amber	Yes
Final day	Red	No

You have full access to all features during the trial. Click Upgrade now in the banner to open the plan picker and choose a paid plan.

Payment failed — grace period

If a charge is declined, a red, non-dismissible banner appears across the platform:

Payment failed. Update your card to avoid losing access.

A countdown shows how many days remain before your account moves to read-only mode. You retain full access during this grace window. Click Update card in the banner to go directly to the Payment tab and update your payment method.

Read-only mode

If payment is not resolved by the end of the grace period, your account enters read-only mode. An amber, non-dismissible banner appears:

• Creating and editing are disabled. You can still view existing dashboards and data.
• A countdown shows how many days remain before your account is fully blocked.
• Click Update card to open the Payment tab and resolve the outstanding payment.

Gated (fully blocked)

If read-only mode expires without a successful payment, access to Nexalytica is blocked entirely. You are redirected to the plan picker where you must provide a valid payment method or select a valid plan to restore access.

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Resolving a billing issue