Manage Billing and Subscriptions

Use the Billing & Subscriptions section in WorkEasy Software to manage payment methods, review billing details, and view active subscriptions. This area ensures your account stays current and uninterrupted.

Accessing billing and subscriptions

Log in to workeasysoftware.com.
Open the User Profile Menu in the top right corner.
Click Billing & Subscriptions.

What you can do here

View billing details such as available credit, next billing date, and estimated expiration date.
See your license allocation and active subscriptions.
Add, update, or remove payment methods (credit cards and U.S. bank accounts).
Enable or disable autopay on saved cards.
Make one-time payments.
Filter and export past transactions.

Adding a payment method

Click Manage Payment Methods > Add a Card.
Choose to add a Credit Card or US bank account.
Enter the required details (for a card: card number, expiration date, security code, country, ZIP code, and name on card).
Click Add Method.
A confirmation message appears. Click Ok.

Removing a credit card

Select the card you want to remove.
Click Delete Card.
Click Yes to confirm.

Managing payments

To make a one-time payment, click Manage Payment Methods and then Make Payment.
To view existing credit cards that are expired or no longer usable, click the filter icon, select the applicable checkboxes, and click Ok.

Viewing and exporting transactions

Click Transactions to view your history.
To filter results by date, click the filter icon, make your selections, and click Ok.
To export transactions, click the export icon. A transactions.csv file will download to your computer.

Tips

Keep at least one active payment method on file to avoid service interruption.
Use the credit cards table to confirm which card is set to autopay.
Check Transactions if you need a record of recent charges or payments.

If you have questions, please call us at (888) 783-1493, email [email protected], or submit a ticket.