Account & Billing

To view the billing information for your account, hover over your profile icon in the top right corner of the product and select Account & Billing.

Here you will find...

Select Account Information to view the billing contact for your account. This is the user who will receive your invoices.

To change the billing contact, click the arrow on the right side next to the current contact. From there you can update your company's legal name, the email and name of your billing contact, and their phone number. To add a secondary billing contact, reach out to support@workforce.com.

The billing and shipping address should match the credit card or bank account on file. Just like the Account Information section, click on the arrow on the right hand side to update the name, email, phone Number, zip code, state, and country associated with the payment method on file.

To add your first payment method, click on 'Add New' after selecting Payment Method. Here you can choose to add a credit card or set up ACH.

To change the Credit Card that is linked to your account for payment, under Payment Method click on Add a new credit card and follow the prompts to enter the new details. Once you've finished, you will return to the Account Details page where you can verify the new card details.

To edit your credit card details, select the payment method, then select Edit Payment Method.

If you need to update or change the payment method that is linked to your account for payment, under Payment Method click on Add new and follow the prompts to enter the new details.

It is recommended to set a backup payment method. After adding a secondary payment method, you will find additional options to set as the primary/ backup method, or remove.

The primary payment method on file will be used for your subscription. Under Payment Methods, select the credit card or account that should be the primary method. Click the arrow to the right of it, select 'Set as Primary or Backup' and select primary. Follow these same steps to set a back up method, just selecting backup instead.

If a payment method is expired and you have a second payment method in the account, you can click on the expired payment method and select 'Remove Payment Method'. Confirm that there is a new payment method on file before deleting.

Downloading/ generating a copy of the invoice

To download or generate a copy of the invoice you'll need to log in to the account as an Admin - click on the Person icon (upper right corner) - Accounts & Billing - Billing History then select and download a copy of the invoice you'll need.

The Account & Billing section also contains subscription details including current cost, current usage, and payment method used.

If you would like further assistance please contact Workforce.com Support by clicking on the blue chat icon in the bottom right corner or emailing support@workforce.com