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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