Available for the following plans: Standard, Premium, Platinum, Unlimited
Available for the following user access levels: Admin
Manage your organization’s payment methods, billing contacts and invoice recipients in one place. This ensures your account stays current and provides full visibility into your billable users.
Getting started
Edit a payment method
To update the credit card or payment details for your subscription:
- Click the Settings menu.
- Click the Subscriptions & Billings option in the Security & Access Control section.
- In the Payment Method field, click the Update button.
- Enter your new billing details and click the Save button.
Edit billing contact
To change the primary contact person for your billing account:
- Click the Settings menu.
- Click the Subscriptions & Billings option in the Security & Access Control section.
- In the billing contact field, click the Change button.
- Update the required information and click the Update button.
Change invoice recipients
To update who receives the monthly invoices via email:
- Click the Settings menu.
- Click the Subscriptions & Billings option in the Security & Access Control section.
- Click the Change button.
- Make the required changes and click the Update button.
Maintain
Regularly review your Billable Users list within the Subscriptions & Billings page to ensure your invoice accurately reflects your current headcount. If you notice discrepancies, you can cross-reference this with your employee reports.
Explore similar topics
- Create and download employee headcount report: This report shows you all active employees, and you can use this to cross-reference any data shown on your invoices.
- Create and download employee termination report: This report shows you all your terminated employees, and you can use this to cross-reference any data shown on your invoices.