For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
DashboardGet an API key
SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
  • Setup
    • Overview
    • Create your workspace
    • Invite your team
    • Roles and permissions
    • Branding and logos
    • Portal settings
    • Connect your CRM
    • Plans and seats
    • Payment method
    • Invoice access
LogoLogo
DashboardGet an API key
Setup

Payment method

|View as Markdown|Open in Claude|
Was this page helpful?
Previous

Plans and seats

Next

Invoice access

Built with

Add a card during checkout, swap it later from Billing. We use Stripe — your card number never touches Pivotal’s database.

IN THIS ARTICLE
  • Visa, Mastercard, Amex, Discover.
  • Bank debit on annual plans, by request.
  • Failed charges retry for 3 days, then suspend the workspace.
WHERE TO GO IN THE APP

Admin → Billing → Payment method.

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.