This article is best for:

- Global and Finance Admins 🎉

- Connect Accounts 💼

In this article:

Subscription & rewards payment methods
How to Adjust Billing Contact Information
Add a Purchase Order (PO) Number
General Billing FAQ

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

Subscription & Rewards Payment Methods

From this page, you'll be able to view information regarding your Subscription and Rewards payment methods. Since your Subscription and Rewards are billed separately, you can make separate updates to these payment methods.

Subscription Settings

Here, you can review your plan type, renewal date, and subscription information, such as seat count and monthly price per seat.

You can upload a credit card as the payment method used for Subscription invoicing by selecting the pencil icon at the bottom of the field:

To set up Subscription payments via ACH or Wire transfer, you can review the instructions in our article, How to Set up ACH.

If you have set up payment by ACH or wire transfer but would like to pay via credit card, you can select the "pay by credit card instead" button:

Rewards Billing Controls

The Rewards section of the Plans & Billing page shows your rewards billing status

and allows you to manage it.

If rewards billing is disabled:

Your team can still redeem points for no-cost rewards (Company Exclusives, Points Boost)
Paid rewards (gift cards, merchandise, donations through partners) are not available
Click "Enable Rewards Billing" to allow paid reward redemptions
Note: A payment method must be on file before you can enable rewards billing

If rewards billing is enabled:

Your team can redeem for all available rewards
Your current plan (Pay-as-you-go, Flex, or Fixed) is shown
Click "Disable Rewards Billing" to switch to no-cost rewards only
To change your rewards billing plan type, see How do I change my reward billing plan?

When rewards billing is enabled

You'll see:

Your current rewards billing plan (Pay-as-you-go, Flex, or Fixed)
A "Disable Rewards Billing" button

When rewards billing is disabled

You'll see:

"Rewards Billing Disabled" message
An "Enable Rewards Billing" button (requires a payment method on file)

Enabling rewards billing

Ensure you have a credit card on file
Click Enable Rewards Billing
You'll be enrolled in the Pay-as-you-go plan

Disabling rewards billing

Click Disable Rewards Billing
Confirm in the modal that appears
Users will no longer be able to redeem paid rewards

Note: Disabling rewards billing does NOT affect no-cost rewards like Company Exclusives or Points Boost.

Rewards Settings

Here, you can add a credit card on file for your Rewards payments:

If you have a payment method on file, you'll be able to review your plan type and relevant details.

❗️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.

Pro tip: A back up payment method can be handy in case the primary method is unavailable.

How to Adjust Billing Contact Information

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

Account Details - 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

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

Add a Purchase Order (PO) Number

To add a purchase order (PO) number to a renewal invoice before it is issued, follow these steps:

Navigate to the "Plans & Billing" section in the Bonusly admin settings.
Attach or upload the PO number to your subscription to ensure it is automatically included on all upcoming invoices.

That's it! You'll find purchase order numbers in the right column on your new invoice from Bonusly.

Now, you can customize your Bonusly receipts to reflect the information you need to make bookkeeping easy for your finance team! 🎉

❗️Important: Edits to purchase order numbers take effect on the next invoice generated. They do not get updated on any previously generated invoices.

General Billing FAQ

Why are my rewards billing invoices and/or payment information being sent to the wrong person?

Billing invoices are sent to the email address listed in the “Account Details” card on your Plans & Billing page. Ensure this email or AP address is connected to someone who can pay this invoice.
To update the email address on file:
1. Go to your Plans & Billing page.
2. Click the edit pencil icon button in the “Account details” card.
3. Click on the email address in the ‘Account Details’ modal.
4. Enter the correct email or AP address that will receive and pay invoices.
Please contact [email protected] if you would like to add additional contacts to these notification emails.

Why doesn’t the billing address on ‘Plans & billing’ match the billing address associated with the credit card that’s on file?

You may be set up to pay rewards and subscription invoices using different payment methods. Contact our Support team for help resolving this.
If you recently changed the credit card connected to your account, the billing address you entered may not have synced properly. Here's how to fix it:
1. Go to your Plans & Billing page.
2. Click the edit pencil icon button in the “Billing Address” card.
3. In the ‘Billing Address’ modal, click on the address listed.
4. Enter the address, city, state, ZIP, and country connected to your credit card on file. All other fields in the billing address form are optional.

Can I edit a purchase order number on an existing invoice?

For invoices that have already been issued but are missing a necessary purchase order (PO) number, follow these steps:

Provide the correct PO number to the Bonusly Support team by contacting [email protected].
Bonusly Support will update your invoice to reflect the PO number and forward it to the Billing team.
Clearly communicate the required PO number to avoid delays.If you're facing issues where your invoice processor cannot access a PO link, you can provide them with the PO number directly. The number itself will suffice for processing the invoice.

Questions? Send us a note to [email protected]; we'd be happy to help!If you encounter challenges related to purchase order (PO) numbers or require additional assistance, reach out to Bonusly Support through your admin dashboard. Include the following details: