Update Billing and Payment Settings in Your Real Estate Account

Overview

Steps to adjust your billing and payment settings. You can change who pays for each transaction and your plan with Proof. You can also see how many team member spots are available on your account.

🎯Primary Audience: Title Agents & Lenders

Log in to your Proof account to complete the steps below.

1. Click ⚙️ Settings from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
2. Select Billing & Payment from the Settings menu.
3. Review your subscription level and how many open slots you have on your team:
   • To change your plan, click Change plan, or contact our sales team.  
4. Select the Payment Settings tab at the top of the screen.
5. Select the appropriate option under Transaction Paid By:
   • Charge this account: Add a payment method to choose this option:
     • Select + Add A Payment Method at the bottom of the screen and provide credit card information or connect your bank account.
   • Charge recipients: Signers are prompted for payment information when they complete each transaction.
6. Select Save changes.
7. Select Recent Payments at the top of this screen to view your recent payments.

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