How do I update my billing details?

This is demo content. Replace it with the real process for your organisation, or delete it.

Where to find the setting

Describe where the customer needs to go, in the order they will do it. Name the actual buttons and screens rather than paraphrasing them — “click Manage plan” is followable; “navigate to the billing area” is not.

What happens next

Say what the customer should expect afterwards: a confirmation email, a delay before the change applies, a pro-rated invoice. Most follow-up questions come from this part being left out.

If something goes wrong

Cover the one or two failure cases you actually see, and say who to contact.