---
title: "Manage Billing and Subscriptions"
slug: "manage-billing-and-subscriptions-1"
description: "Manage billing and subscriptions effortlessly: view details, update payment methods, review transactions, and make payments all in one platform."
tags: ["Billing Details", "Payment Methods", "Transaction History"]
updated: 2026-06-11T17:25:05Z
published: 2026-06-11T17:25:05Z
canonical: "help.workeasysoftware.com/manage-billing-and-subscriptions-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Billing and Subscriptions

The **Billing & Subscriptions** section allows company managers and administrators to view billing details, manage payment methods, review transaction history, and process payments directly within the platform.

### Overview

From this page, you can:

- View your current billing summary and subscription details.
- Manage and update payment methods.
- Review and export transaction history.
- Make one-time or recurring payments.

### Access billing and subscriptions

1. In the upper-right corner, select your **profile icon**.
2. Choose **Billing & Subscriptions** from the dropdown menu. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(145).png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A39%3A28Z&se=2026-11-01T14%3A39%3A28Z&sr=c&sp=r&sig=9PdORthAPVr4N7Tj5%2Fa7Wtc5pEwowiryLkvlWEN18Hk%3D)

### View billing details

The **Billing** panel displays:

- **Available Credit**
- **Next Billing Date**
- **Monthly Amount**
- **Estimated Expiration Date**

The **Subscriptions** table lists all active services and their monthly costs.

### Manage payment methods

1. Select **Manage Payment Methods**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-XTVHGWA0.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A39%3A28Z&se=2026-11-01T14%3A39%3A28Z&sr=c&sp=r&sig=9PdORthAPVr4N7Tj5%2Fa7Wtc5pEwowiryLkvlWEN18Hk%3D)
2. The **Credit Cards** panel appears, showing current cards on file.
3. To add a new card or bank account, select **Add a Card**.
4. Click **Add a payment method**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-8UI37778.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A39%3A28Z&se=2026-11-01T14%3A39%3A28Z&sr=c&sp=r&sig=9PdORthAPVr4N7Tj5%2Fa7Wtc5pEwowiryLkvlWEN18Hk%3D)
5. Choose between **Card** or **US bank account** and complete the required fields. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-3G4X9FNB.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A39%3A28Z&se=2026-11-01T14%3A39%3A28Z&sr=c&sp=r&sig=9PdORthAPVr4N7Tj5%2Fa7Wtc5pEwowiryLkvlWEN18Hk%3D) ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-WYBJOATP.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A39%3A28Z&se=2026-11-01T14%3A39%3A28Z&sr=c&sp=r&sig=9PdORthAPVr4N7Tj5%2Fa7Wtc5pEwowiryLkvlWEN18Hk%3D)
6. Select **Add Method** to save.

### View and filter transactions

1. Select **Transactions** at the bottom of the **Billing & Subscriptions** page. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-GN3XDSJF.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A39%3A28Z&se=2026-11-01T14%3A39%3A28Z&sr=c&sp=r&sig=9PdORthAPVr4N7Tj5%2Fa7Wtc5pEwowiryLkvlWEN18Hk%3D)
2. The **Transactions** panel opens, displaying all recent billing activities, including invoices and payments.
3. Use the **Filter** icon to narrow results by date range.
4. Select a transaction to see its details. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-L3PYM26U.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A39%3A28Z&se=2026-11-01T14%3A39%3A28Z&sr=c&sp=r&sig=9PdORthAPVr4N7Tj5%2Fa7Wtc5pEwowiryLkvlWEN18Hk%3D) ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-QEKJ0M1B.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A39%3A28Z&se=2026-11-01T14%3A39%3A28Z&sr=c&sp=r&sig=9PdORthAPVr4N7Tj5%2Fa7Wtc5pEwowiryLkvlWEN18Hk%3D)
5. To export, select the the ellipsis menu and click **Export to CSV**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-WS1OD0PJ.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A39%3A28Z&se=2026-11-01T14%3A39%3A28Z&sr=c&sp=r&sig=9PdORthAPVr4N7Tj5%2Fa7Wtc5pEwowiryLkvlWEN18Hk%3D)

### Make a payment

1. Select **Make Payment** on the main billing page.
2. Choose a stored credit card from the dropdown list.
3. Select the invoice(s) you wish to pay.
4. (Optional) Add a service amount if needed.
5. Review the **Total Amount to Pay** and select **Make Payment**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-VQ8IUQJB.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A39%3A28Z&se=2026-11-01T14%3A39%3A28Z&sr=c&sp=r&sig=9PdORthAPVr4N7Tj5%2Fa7Wtc5pEwowiryLkvlWEN18Hk%3D) ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-XV3LEK12.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A39%3A28Z&se=2026-11-01T14%3A39%3A28Z&sr=c&sp=r&sig=9PdORthAPVr4N7Tj5%2Fa7Wtc5pEwowiryLkvlWEN18Hk%3D)

> If you have questions, please call us at (888) 783-1493, email [support@workeasysoftware.com](mailto:support@workeasysoftware.com), or [submit a ticket.](https://www.workeasysoftware.com/resources/submit-a-ticket)