Your billing can be managed easily in the Billing Overview section of your monday.com account. This article will cover everything you need to know about managing your billing.
What plan and product am I on?
To access your billing section, log in to your account via your web browser, click on your profile picture, and then select "Administration":
Next, select "Billing" from the menu on the left. The first tab you see in the Billing section is the "Overview" as below:
In this section, you will be able to see information such as:
- The products you're on
- The sum you've paid for your plan for each product
- The date your plan will renew
- The number of seats on your account
- Your plan's tier
How to change my plan?
If you wish to change your plan, click the three-dot menu in the upper right corner of the Products section. Next, click on "Change plan". To learn more about managing your plan, check out the "How do I change my plan?" article.
How to 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.
For more information about how to change your VAT information, check out this article.
How to view my invoices?
You will be able to find all of your tax invoices by clicking on the "Invoices" tab. Click on the three-dot menu and then "View Tax Invoice" to open a PDF in a new tab:
How to change my payment method?
You can change your payment method at any time by clicking on the "Payment Method" tab.
Acceptable payment methods
We accept all major credit cards:
We currently do not accept the following payment methods:
- Check
- Money order
- Purchase order
For Enterprise accounts, there are additional payment options available. If you are the admin of an Enterprise account, reach out to your monday.com contacts for more information.
Who can manage my 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.
Billing contacts
You have the option to add a Billing Contact to your account. It can be someone external to your account (added by email) or an active user as well. 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. You can add and remove billing contacts under the tab "Billing contacts":
Whether or not the Billing Contact is a user on your account, they will not have access to the Administration section of your account. They will only receive communication about billing-related events after they are added.
The Billing Contact can access:
- emails sent to the email address that the admin designates
- those emails contain the same information sent to the admins of the account
- emails will be sent for the following events--
- the initial purchase of the account
- plan changes
- plan cancellations
- plan renewals
- any recurring charges
- refunds
- exceeding the number of billed seats
The Billing Contact can not access:
- any billing information that occurred prior to being added as a Billing Contact
- the admin section of your account
- the billing section of your account, including--
- invoices
- history of your account and plan
- users or user management tools
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.