Managing Payments and Billing Information in Noca AI

The Payments section allows you to manage your billing details, payment preferences, and invoice settings to ensure seamless transactions and accurate financial documentation.
From this screen, you can update your invoice details, manage emails for financial communications, and (soon) review your invoices and payment methods.

Where to Access Payments

Navigate to:
Left Drawer Menu > Account > Payments

Payments Screen Overview

The Payments screen is organized into three tabs:

1

Invoices (Coming Soon)

2

Billing Info – The current active tab

3

Payment Method (Coming Soon)

Billing Info Tab

This tab is divided into two key areas:

Invoice & Receipts Info

This section controls the details that appear on your invoices and receipts:

Company Name

Enter the company name for invoicing

Company Address

Add your business address

Include Tax (Toggle)

Enable this if your invoices should include tax details

Country

Specify the country for tax and billing purposes

Registered Tax ID / VAT

Enter your official tax identification number, if applicable

Emails

This section manages financial communication preferences:

Email a Copy of Paid Invoices (Toggle)

Enable this to receive a copy of all paid invoices via email

Primary Email

Required field — the main email address that will receive financial communications (e.g., invoices, receipts)

Secondary Email (Optional)

Add an additional recipient for financial communications

Don’t forget to click the Save button at the bottom after making changes.

🧠 Tip: Keeping these details up to date ensures your invoices are accurate and your finance team receives timely notifications.

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