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How To Access The Billing Portal

View invoices, update your payment method, and manage billing contacts from the Billing Portal.

Written by Yesenia Quintana

The Billing Portal is where you can view past invoices and receipts, update your payment method, manage billing contacts, and see your current subscriptions and next billing date.

How to open the Billing Portal

  1. Log in to Workyard on the web app. The Billing Portal isn't available in the mobile app.

  2. Go to Settings in the bottom left corner (gear icon) and click Plan & Billing.

  3. Scroll down to the Billing Portal section and click View.

  4. The Billing Portal opens in a new page.

What you'll find in the Billing Portal

  • Current subscriptions: each subscription with its price. Click Show details to see line items. On annual plans with flex licenses, flex seats appear as a separate monthly line (for example, Monthly Overage User Fee).

  • Next billing date.

  • Payment method: click the pencil icon to update it.

  • Billing contacts.

  • Invoices: view and download past invoices and receipts.

Note: License seats are managed on the Plan & Billing page under Total Licenses, not in the Billing Portal. See How seats and billing work on Workyard.

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