Managing your billing

Who can use this feature:

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:

Group 2.png

 

Select Billing from the menu on the left. The first tab you see in the Billing section is the Overview:

Group 28 (17).png

 

In this section, you will be able to see:

  • 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
Note: Guests are available on the Standard plan and above. On the Pro and Enterprise plans, you can invite an unlimited number of guests. On the Standard plan, you can have up to three guests for free on the account level. Every fourth guest will be considered a paid member. For the full breakdown of how guest billing works, see our Pricing for guests article. 

 

How to change my plan?

To change your plan, click the three-dot menu in the upper-right corner of the Products section. Next, click Change product plan

Group 28 (18).png

 

How to change my billing details?

You can change your billing details in the Settings tab. Here, you can update 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.

Group 28 (16).png

 

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

Note: If you are seeking a VAT refund, please contact us using the subject line: "Please Provide VAT Refund." 

 

How to view my invoices?

Select the Invoices tab to view all of your tax invoices. From the Actions column, you can see the charge type and download the invoice.

Group 27 (2).png

 

How to change my payment method?

You can change your payment method at any time in the Payment method tab:

Group 28 (19).png

 

Acceptable payment methods

We accept all major credit cards:

Here are the acceptable payment methods
  • Visa
  • Mastercard
  • American Express
  • Discover
  • Diners Club
  • JCB 
  • Carte Bleue
  • Paypal

 

We currently do not accept the following payment methods:

  • Check
  • Money order
  • Purchase order

For Enterprise accounts, additional payment options are 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 can 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 in the Billing contacts tab: 

Group 28 (20).png

Note: You can't remove all of the Billing Contacts. Once you add Billing Contacts to your account, you must always have at least one contact.

 

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

 

FAQs

Where can I find the cost of my current plan and renewal amount on monday.com?

Go to your profile picture → AdministrationBillingOverview to view your current plan's cost and renewal amount.

How do I change my billing details on monday.com?

Go to AdministrationBillingSettings to update your billing contact name, company name, address, and VAT ID (depending on your country).

How do I update my payment method on monday.com?

Go to AdministrationBillingPayment method to change your credit card information at any time.

Where can I download my invoices on monday.com?

Go to AdministrationBillingInvoices to view and download all your past invoices and payment receipts.

What is a Billing Contact on monday.com?

A Billing Contact receives emails about billing events (purchases, renewals, plan changes) but cannot access or manage your billing information. To add one, go to AdministrationBillingBilling contacts.

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

Last modified on

Still have questions?
We can help.

Chat support

Get in touch with our support team through our chat for any questions, concerns, or inquiries.

Community forum

Learn, share ideas and connect with other monday.com customers.

Expert help

Hire a monday.com expert to optimize your workflows.

Is this article helpful?
Help us improve our articles.