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Managing billing information
Managing billing information

Learn how to update and manage your billing information, payment method and more!

Adrianne Hipsher avatar
Written by Adrianne Hipsher
Updated over a week ago

This article is best for:

- Global and Finance Admins πŸŽ‰

- Pro & Core Accounts πŸ’Ό

When you need to update contact and billing information, your Company > Billings Settings page is your one-stop spot! Read on for more on how to edit specific fields.

How to adjust billing information

Click on the pencil icon to make changes to the following sections:

  • Contact Information - Here you can add the preferred email address to receive Bonusly invoices, your company name (optional), and company phone number (optional)

  • Billing Address - Add and edit your company billing address information

  • Payment Method - Add and edit the payment method used for subscription and reward payments

  • Purchase Order Numbers - Set up and save purchase orders for subscriptions and rewards

The edit icon opens a modal where you can make your changes.

That's it! Now, you can customize your Bonusly receipts to reflect the information you need to make bookkeeping easy for your finance team! πŸŽ‰

❗️Important: A payment method must be added to convert a trial account into a subscription. If there is no payment method on file when your trial expires, the account will deactivate automatically until a payment method is added.

Questions? Send us a note to [email protected]; we'd be happy to help!

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