How do I access my invoices or change billing details?

Access your SecureMailMerge invoices, update your payment method or credit card, and manage billing details for your subscription.

Updated September 2026

How you manage billing depends on how you purchased your subscription.

License assignments are managed on the licensing server for both purchase routes. To add, remove or reassign licensed addresses, follow Assign licenses to your team.

Purchased on our website (card or PayPal)

If you purchased through our website by card or PayPal, your payments are processed by Paddle. Invoices are sent automatically to the email address used during checkout.

To access invoices or update payment details:

1. Log in to the licensing server with the subscription owner account, or a delegated account with invoice access
2. Click on your subscription
3. In the subscription menu you’ll find direct links to:
   • “View Invoices”, view and download past invoices
   • “Update Payment Method”, change the payment details for an active website subscription

If you can’t find an invoice in your inbox, check your spam folder. The email comes from Paddle ([email protected]), not SecureMailMerge directly.

If your business is VAT-registered, enter your VAT ID at checkout so the invoice is issued with reverse charge where applicable.

Purchased via Microsoft 365 (AppSource)

If you purchased through the SecureMailMerge SaaS offer on Microsoft AppSource using Microsoft 365 billing, your invoices, payment method and cancellation are managed through Microsoft, not on the licensing server.

To access invoices:

1. Go to the Microsoft 365 admin center with an account that has access to your organization’s billing
2. Navigate to “Billing” > “Bills & payments”
3. Find your SecureMailMerge subscription in the list

To change the subscription quantity or cancel it, go to “Billing” > “Your products”. See Cancel your subscription for the purchase-route-specific instructions.

Need invoices sent to a different email?

For website purchases, if you need invoices available to another person (such as accounts payable), you have two options:

1. Forward invoices: Set up email forwarding rules for Paddle emails
2. Delegate invoice access: Follow Set up delegated administration and grant “Can view invoices”. This grants access to invoices and billing history; it does not transfer ownership or grant permission to cancel the subscription.

For Microsoft purchases, manage billing access and invoice delivery through Microsoft 365.

Changing the subscription owner

The subscription is tied to the Microsoft 365 account that made the purchase. Reassigning a license or granting invoice access does not change that owner. Follow Changing subscription ownership to plan cancellation through the correct purchase route and a new purchase under the new owner’s account. Contact [email protected] if you have lost access to the purchasing account.