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:
Invoices (Coming Soon)
Billing Info – The current active tab
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.