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How do I manage my billing?
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    How do I manage my billing?

    4 min read
    Feature

     

    Your billing 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.

     

    Who can manage my account billing

    Only admins of your account can access and manage the billing section. When creating a monday.com account, you are by default the admin of the account. You can then add as many admins as you want. This article explains how to add or remove an admin from your account. 

    You also have the option to add a Billing Contact to your account. While a Billing Contact will not have the ability to manage or view billing information on your account, they will receive emails related to all billing-related actions that occur after they occur. A Billing Contact can be someone external to your account (added via email address) or a user on your account. This article explains how to add or remove a Billing Contact.

     

    Billing overview 

    To access your billing section, click on your profile picture (avatar) and then select "Admin". Next, select "Billing" from the menu on the left. The first tab you will see in the Billing section is the "Overview":

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    What you will see in this section:

    Plan details. This is a summary of your plan. It includes:

        • Your current plan
        • Your current plan's billing period-- whether yearly or monthly
        • The date your plan will renew
        • The sum you paid for your plan

    Products. The summary of the number of seats you paid for and any products you paid for on top of work management.

    Need help? You can access our support center at any time to find answers to your questions. If you need assistance, you can contact our team. You can also initiate a cancelation within this section.

    If you wish to change your plan, click the blue "Change plan" button in the upper right-hand corner of the Overview tab. To learn more about how to manage your plan, check out the "How do I change my plan?" article.

     

    View my invoices and receipts

    You will be able to find all of your invoices and receipts by clicking on the "Invoices" tab. Click "View" to open your invoice or your receipt. The invoice will open as a PDF in a new tab.

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    Change my billing details

    You can change your billing details under the "Settings" tab. Here you will be able to change the name of your billing contact, your company's name, and your address. Depending on your country, you may also be able to change your VAT ID under this tab.

    Remember to click "Update" to save your changes. Any changes you make will apply to future invoices.

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    For more information about how to change your VAT information, check out this article.  

     

    Note: If you are looking to get a VAT refund, please kindly reach out to us right here with the subject line: "Please Provide VAT Refund."

     

    Change my payment method

    You can change your payment method at any time by following these steps: 

    1. Click on your profile picture (avatar) and then select "Admin"
    2. Next, click on "Billing" and click on the "Payment Method" tab
    3. From there, click "Change Payment Method" and you will be able to change your card details 

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    Acceptable payment methods

    We accept all major credit cards:

    • Visa
    • Mastercard
    • American Express
    • Discover
    • Diners Club
    • JCB 
    • Carte Bleue

    We also accept Paypal for payments. 

     

     

     


     

    If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

    Cassandra Eddington - Quality check

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