Access and Manage Billing in Sandman Portal

Access and Manage Billing in Sandman Portal

November 12, 20252 min read

Staying on top of your finances is key to smooth business operations—and the Sandman Portal makes it easy. Here’s your comprehensive guide to managing subscriptions, payments, and wallet balances, all from one intuitive dashboard.

Overview of the Billing Dashboard

The Billing section in each Sandman Portal sub-account is your central hub for:

  • Managing subscriptions

  • Updating payment methods

  • Keeping billing info current

  • Viewing transaction history

  • Monitoring wallet balances

Everything you need for billing is accessible in one place for maximum convenience.

Payment Methods

  • Add New Cards: Introduce new payment options as your needs change.

  • Delete Cards: Remove outdated or unused payment methods.

  • Set Primary Card: Choose your default card for all transactions.

Keeping your payment methods up to date ensures seamless billing.

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Updating Billing Information

Keeping your billing info accurate is crucial. In the Billing section, you can:

  • Update Billing Address: Edit your address anytime—especially important for recurring products and compliance.

This empowers you to keep your account details current without outside help.

Viewing Charges and Transaction History

Transparency matters. The Billing section lets you:

  • See a detailed list of all charges

  • View and download invoices

  • Review past transactions to track spending

Understanding Wallet Balances

The Wallet feature allows you to add funds in bulk, converting them into credits for seamless service usage. When your credits run low, your default card is auto-charged to top up your wallet—so your services never skip a beat.

Wallet benefits:

  • Instantly see your balance and any complimentary credits

  • Add funds as needed

  • Enjoy uninterrupted access to paid services

Frequently Asked Questions

Q: How can I add a new payment method?
Go to Payment Methods, click 'Add New Card,' and enter your details.

Q: How do I update my billing address?
In Billing, find Billing Information and click 'Edit.'

Q: Where can I view past invoices?
Check Charges and Transaction History to view and download invoices.

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