How to Manage Billing and Subscriptions

Add or remove a credit card or bank account, make payments, and more.

Adding a Payment Method (Credit Card or Bank Account)

1. Log in to Workeasysoftware.com. 
2. Open the User Profile Menu in the top right corner of the screen and click Billing & Subscriptions.
   
3. To add a new card or banking information, click Manage Payment Methods > Add a Card.
   
4. Click Add payment method.
   
5. Enter the credit card or bank account details and click Add Method.
   
6. A confirmation appears. Click Ok.
   

Removing a Credit Card

1. Click the card you want to remove, and then click Delete Card.
   
2. Click Yes to confirm.
   

Managing Payments

1. Click Manage Payment Methods to make a payment.
2. To see existing credit cards that had been previously used and are no longer usable, click the filter icon, select the applicable checkboxes, and click Ok.
3. To see a list of transactions, click Transactions.
   
4. To filter the results by date, click the filter icon. Make your selections and click Ok.
5. To export the transactions to a CSV file, click     and   .
   
6. The transactions.csv folder will be downloaded to your Downloads folder.

You're done! 😊👍