Pay an invoice by card and manage your saved card

You can pay an open invoice by card from the Billing page in the IT Solver dashboard. You can also add, change or remove the card that we charge, or change to bank transfer.

Before you start

• You must have the Owner, IT manager or Billing only role for your business. Other users cannot open the Billing page. See What each dashboard role can do.
• For due dates and what happens if a payment fails, see When invoices are due and what happens if you pay late.

Open the Billing page

1. Sign in at https://dashboard.itsolver.net. If you prefer not to click links, type dashboard.itsolver.net into your browser.
2. In the sidebar, select Billing.

The page has four sections: Subscriptions, Invoice history, Billing details and Wallet. Each section loads separately. If a section shows an error, reload the page.

What a card on file means

• When your account uses a card, we charge it automatically on the invoice date. This includes each renewal of a recurring service.
• When you save a card as your payment method, we can also charge your open invoices at that time.
• When your account uses Bank transfer, we do not charge a card. You pay each invoice yourself.

Pay an open invoice by card

The pay button shows only when a card is selected as your payment method in Wallet and the invoice still has an amount owed. A card that is saved but not selected does not give a pay button. If no row has a pay button, select the card in Wallet, then select Save payment method. If you have no saved card, do the steps in Add or replace a card first.

1. Open the Billing page.
2. In Invoice history, select Outstanding. The list shows only the invoices that you still owe.
3. Find the invoice. Select the pay button on its row. The button shows the amount owed and the last four digits of your card.
4. If your bank needs you to confirm the payment, a payment page opens. Follow the steps from your bank.

When the payment is done, the dashboard shows the amount, the card and the invoice number.

If no payment page opens and the dashboard says "Your bank needs you to confirm this payment. Open the payment page to finish.", email support@itsolver.net for help.

If the dashboard says "The card was declined", add a new card. Then try again.

To download the invoice or see your total balance, see Download a tax invoice and see what you owe.

Add or replace a card

1. Open the Billing page.
2. In Wallet, select Add or update card. A secure payment page opens.
3. Enter the card details and save them. The payment page sends you back to the Billing page.
4. In Wallet, select the new card.
5. Select Save payment method.
6. Read the message, then confirm. We can charge your open invoices to the card now.

The dashboard shows "We saved the payment method." If we charged open invoices, the message also tells you.

If the dashboard says "We saved the payment method. One or more open invoices still need payment.", pay those invoices from Outstanding. See Pay an open invoice by card.

If the dashboard says "We could not update all subscriptions. Save the payment method again.", select Save payment method again.

If a card has expired, Wallet shows "The expiry date on this card has passed. To use a new card, select Add or update card." Add a new card, select it, then select Save payment method.

Change from card to bank transfer

1. Open the Billing page.
2. In Wallet, select Bank transfer.
3. Select Save payment method, then confirm.

The dashboard shows "All subscriptions now use bank transfer." We no longer charge your card automatically.

The bank details then show under Bank transfer in Wallet. If you have not seen these bank details before, please verify them by calling 07 3123 6000 and choosing menu 1. For references, scheduled transfers and when we match payments, see Pay by bank transfer.

Remove a saved card

You cannot remove the card that your account uses now. First select another card or Bank transfer, then select Save payment method.

1. Open the Billing page.
2. In Wallet, find the card.
3. Select Remove, then confirm.

The dashboard shows "We removed the card." If it was your only payment method, the message also tells you that all subscriptions now use bank transfer.

An older card can show below the list with a Remove card button. Remove it the same way.

Examples

You got an overdue reminder, but the invoice has no pay button

An invoice shows Overdue in Invoice history. The row has no pay button.

If you already have a saved card: in Wallet, select the card, then select Save payment method.

If you have no saved card: do the steps in Add or replace a card. When you save the card, we can charge the open invoice at the same time. Or pay by bank transfer. See Pay by bank transfer.

Your card expired and the renewal payment failed

Your Microsoft 365 renewal invoice did not go through. Wallet shows "The expiry date on this card has passed. To use a new card, select Add or update card."

To fix it:

1. Do the steps in Add or replace a card.
2. If the invoice still shows in Outstanding, do the steps in Pay an open invoice by card.
3. Select Remove on the old card.

You want to stop automatic card charges

Your business pays all suppliers by bank transfer on one day each month.

To fix it: do the steps in Change from card to bank transfer. Then remove the saved card.

Your bookkeeper must get every invoice

Invoices go only to you, and you forward each one to your bookkeeper.

To fix it: add the bookkeeper as an invoice recipient. See Change your billing details and invoice recipients.

Still have a problem?

Questions? Email support@itsolver.net or phone 07 3123 6000.