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Account Management - Dedicated Tabs

External Release Notes: Account Management (October 27, 2026)

New Features and Improvements

Account Management Dedicated Tabs

Egnyte has moved billing Account Management out of the Current Plan page into dedicated tabs under Settings > Subscription. Payment methods, company billing information, and invoices each now have their own page, making billing details easier to find and manage without scrolling through plan information.  These tabs are available to direct customers on an active paid subscription, for both card and invoice payment types.  Customers who do not yet see these tabs will continue to manage billing details from the Current Plan page.

Current Plan

Current Plan continues to show the subscription and plan details. Billing account management is no longer handled here and is available in the individual tabs.

Payment Methods

Admins can view saved cards, add a new payment method, change the default card, and delete cards that are no longer needed.  A card can optionally be set as the default for future charges.

When a new payment method is added and set as default, Egnyte also updates the shipping details shown on the Company Details page. This update applies to future transactions.

Company Details

Admins can manage general company information, add and remove invoice email recipients, and edit the shipping address. Multiple invoice email addresses are supported.

Invoices

Invoices provides a sortable list of billing statements with their status. Select the three-dot menu next to an invoice to preview or download it.

Recurring Billing and One-Time Payments for Invoice Customers

Customers billed by invoice can now set up recurring billing against a card on file or pay a single open invoice by card without saving it.

  • Turn on Recurring Billing - Navigate to Settings > Subscription > Payment Methods and select Turn on Recurring Billing. Enter the card and billing details, select Continue to Review, then select Subscribe.

Once recurring billing is enabled, any outstanding invoices are processed immediately, and future invoices are processed automatically on the date they are issued. Contact an account manager or the Egnyte Sales team to disable recurring billing.

Known Limitations

Accounts purchased through a VAR or MSP partner continue to use the existing experience; for billing questions, contact the partner directly.

Additional Information and Resources

Availability

These changes will be rolled out to customers beginning October 27, 2026 over the next few weeks.


 

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