This article is best for:

- Global and Finance Admins 🎉

- Pro & Core Accounts 💼

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! 🎉

❗️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? Reach out to our support team using the green chat widget in the bottom right-hand corner of your screen. They'll be happy to help! 🤗

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