Billing and Payments

Tutorial video on how to view and manage a firm's billing and payments.

Last published on: August 27, 2025

Watch the tutorial video below to learn how to view and manage your firm's billing and payments. 

 

⚠️  Access to Billing and Payments is only available to users with firm admin permissions.

 

 

Video: Billing and Payments Tutorial

Video Transcript

0:00
welcome this video will walk you through
0:02
how to set up your billing and payments
0:04
inside the income laab app from your
0:07
main households page locate your firm
0:10
Account button here in the top right
0:12
you'll see It'll have your firm name as
0:14
you hover once you click into your firm
0:17
management page then locate and find the
0:20
billing and payment
0:23
tab from there you can see the current
0:26
plan details you can scroll down to see
0:29
your billing history and if you go to
0:31
the right here you can download specific
0:33
invoices if you'd like to add or update
0:36
your payment method under the section
0:38
from payment method you can click the
0:40
add a new one
0:42
button or update
0:45
button this will then take you to our
0:48
stripe page here where you can enter
0:50
your card information update your card
0:52
information and then click add when
0:54
you're finished then when you're
0:56
finished you can click return to income
0:58
lab to go back to the
1:00
app if you'd like to make any other
1:03
changes in your plan like adding or
1:05
removing a seat updating to a different
1:08
product or canceling your account you
1:10
can click the contact us page here and
1:13
then that will put an email to support
1:15
at income laboratory. comom or you can
1:17
put in the request for the change you
1:19
are trying to
1:22
make that's it thank you for viewing
1:25
this video and please reach out to our
1:27
team if you have any questions