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How to manage my billing? (5)

All your billing details can be managed easily in the billing section of your monday.com account. This article will cover all you need to know about managing your billing information.

Terminology

Let's go over a few terms you need to understand before reading this article:

Pro rated charge - the amount charged whenever you are adding users calculated from the day the user was added until the remaining time in your subscription.

Pro rated credit - the amount credited whenever you are removing users calculated from the day the user was removed until the remaining time in your subscription.

Billing cycle - The billing cycle varies whether you are on a monthly/yearly plan. During that cycle, we will take into consideration all users changes that have been made to your account.

  • On a monthly plan, your billing cycle will be every month since the day you've bought the plan. If you've bought a plan on January 10th, your billing cycle will be the 10th of each month. 
  • On a yearly plan, your billing cycle will be every 2nd of each month. 

Billing Statements - A billing statement is an email summary updating you on all changes that happened in your account. You can receive it daily or monthly according to your preferences. 

 

 

Billing Overview 

To access your billing section, click on your profile picture (avatar) and then select admin. Next, click on the tab billing as below: 

 

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Below are all the cool things you can see in this section: 

Overview

This part is a summary of what you have paid for. It includes:

  • The plan you are on
  • The amount that was charged
  • The renewal date of your plan
  • The amount of billed users. 

Any changes made to your plan since the last payment will also show in this section. It will display what are the changes and the pro rated amount charged/credited.

Account user types

This part displays a breakdown of your billed users (guests, members, viewers). For more information about the different type of users, check out this article.

Need help

You can check our support center at any point to find answers to your questions. In case you need any further assistance, you can also reach out to the customer success team right from this tab.

 

Billing History

Transparency is crucial for us especially when it comes to billing. You can keep track of any changes happening in your account on the history tab

 

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You will be able to see who has been added or removed, the pro rated amount charged/credited as well as your balance.

 

Where can I find my invoices?

You will be able to find all your invoices by clicking on the tab "invoice" as below: 

invoicev5.png

 Click on view to view your full invoice. 

 

Update my invoice

To update your invoice details, click on "settings". In this tab, you will be able to edit the address, name, country, VAT ID and more! 

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Once done click on "save settings" to save your changes. Any changes made to these settings will reflect on the next invoice. 

 

Note: If you are looking to get a VAT refund, please kindly reach out to us at [email protected] with the subject line: "Please Provide VAT Refund."

 

Who can manage the billing?

When creating a monday.com account, you are by default the admin of the account. You will have access to the billing section to manage your billing. You can then add other admins to the account who will also be able to access the billing section. To learn how to add or remove admins, check out this article

In the settings tab, you can manage how often you will receive email updates about changes in your account.

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When am I getting charged?

This article explains in detail when you will be charged for each change made to your account. 😊

 

Change my payment information

You can change you payment details at any point by following these steps: 

  • Click on your Profile Picture (avatar) and then select Admin.
  • Next, click on billing and select the payment method tab
  • From there, you will be able to change your current credit card to a new one. 

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Payment Methods

We accept all major credit cards 💳 

  • Visa
  • Master Card
  • American Express
  • Discover
  • Diners Club
  • JCB 
  • Carte Bleue

 

 

If you have any questions, feel free to contact us at [email protected], and our awesome support team will be more than happy to help you with this!