🔓 Access level in Planday: Account admin.
🌐 Subscription plan: Starter, Plus, Pro.
⏱️ Reading time: 3 min.
ℹ️ Important read: Invoices and billing – FAQs.
✅ Required steps: Account admin access must be enabled for
Some features mentioned in this article are only available if you purchased or upgraded your Planday plan through the Account page.
Prices, features, and screenshots may vary by your region or plan. For the most accurate information, please log in to your workspace and navigate to Account > Plans.
Go to the Account page under the Profile menu at the top right corner to see an overview of your Planday subscription plan. Here, you can check your current plan, modify billing details, upgrade your subscription, or download past invoices.
The Account page is only accessible to the Account admin access level.
See how to assign additional Access levels.
See an overview of your plan and payment details
The Overview page gives you a summary of your current Planday subscription and your billing details. Here you can:
See the active subscription plan under Your plan.
View or edit your Payment details.
View or edit Billing and contact details.
Edit your company details.
How to view or modify payment details
You can modify your payment information from Account > Overview > Payment details > Edit.
How to change your billing address
To update your billing information, click Edit under Billing and contact details.
The email listed will receive future invoices, and you can add more email addresses if needed for additional billing receipts.
How to view or change your active plan
From Account > Plans you can look at the different subscription plans available in Planday and choose to upgrade by clicking Choose plan or Get in touch.
The Plans tab is only available to customers who purchased Planday through the Account page.
View outstanding amount or download past invoices
Within the Invoices tab, you can access an overview of all invoices issued by Planday.
These invoices are available for download at any time. Hover over an invoice and press the download icon.
In addition to details like the invoice number, date sent, and due date, you can also sort:
Outstanding amount — Quickly determine if there's an outstanding balance or if the payment has been paid.
Payment status — Easily identify the payment status using coloured dots. (⚪️ grey for pending, 🔴 red for overdue and 🟢 green for paid).
You can find more information on the Account page in our Invoices and billing – FAQs.
See the status of your payments
The last tab in the Account page directs you to your payments with Planday.
Here, you can see all the payments made to Planday and whether they were successfully completed or failed. You can click on any of the payments to get more details on the status. For a failed payment, there can be different reasons, such as an expired card or insufficient funds. Press Show details to see why a payment failed.
How to cancel your Planday subscription
Only an Account admin or the person who initially signed up on the Planday website can cancel the subscription from the Account page. If you don't see the cancel option, follow this alternate guide: How to cancel your Planday subscription.
Planday subscriptions generally operate on 12-month terms and automatically renew unless you submit a cancellation request at least one month before the renewal date. For instance, if your renewal date is September 10, you must submit the cancellation request by August 10 to avoid auto-renewal. Refer to the Terms and Conditions on the Planday website for details specific to your agreement.
Log in to Planday and go to the Account page.
On the overview page, find Your plan and click Manage > Cancel subscription. The cancellation notice period begins on the day you submit your termination request through the Account page in your Planday workspace. Submitting a request via email does not start the notice period.
Your subscription will remain active until the end of your billing period. All data will be deleted within 120 days of cancellation unless you contact us to resume your subscription. For more detailed information about the terms and conditions of cancellations, you can refer to the Legal section on the Planday website. If you have a prepaid annual subscription, your account remains fully functional until the end of the contract term, even after submitting a cancellation request. This allows you to continue using all features such as employee management under the People section. Additionally, no further charges will apply once the subscription period ends.
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