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Manage your Planday subscription from the Account section
Manage your Planday subscription from the Account section

Get an overview of your billing information, invoices, payments statuses and subscription plan details in Planday.

Saad Saeed avatar
Written by Saad Saeed
Updated over a week ago

🎯 For Admins and Account admins. Find more information about managing your account in the Invoices and billing – FAQs.

Access the Account section under the Profile menu in the top right corner. Here, you'll find a comprehensive overview of your Planday subscription plan. From checking your current plan to modifying billing details, upgrading your subscription, or downloading past invoices, manage it all effortlessly in one place.

The Account page is only accessible to the Account admin access level. See how to assign additional Access levels to your employees.

See an overview of your plan and contact details

The Overview page gives you a summary of your current plan and your billing details. Here you can:

  • see the active subscription plan under Your plan

  • view or modify your Payment details

  • edit Billing and contact details

    • View or add additional emails as contacts

    • Modify your company address

How to view or modify payment details

You can modify your payment information from the Account page > Payment details > Edit. screenshot.001.png

How to view your active Plan or upgrade

From Account > Plans, you can look at the different subscription plans available in Planday and choose to Upgrade your plan directly from this page.
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View outstanding amount or download past invoices

Under Invoices, you will find an overview of all your invoices from Planday. You also have the option to download them whenever needed. Apart from the invoice number, sent and due date, you will also see:

  • Outstanding amount — See whether you have an outstanding balance or if the payment is paid in full.

  • Payment status — With the ⚪️ grey, 🔴 red and 🟢 green dots, you will know if the payment is pending, overdue or paid.

You can find more information on the Account section in our Invoices and billing – FAQs.
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See the status of your payments

The last tab in the Account section 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.
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