What
Manage the payment details associated with your subscription.
Why
  • Keep your payment details up to date.
  • Display your company information on your subscription invoices.
  • Add a dedicated company email address where subscription invoices should be sent.
Who
  • Site owners and site administrators in the owner company
When
If you need to update your account to reflect up-to-date payment and company details.
What
Manage the payment details associated with your subscription.
Why
  • Keep your payment details up to date.
  • Display your company information on your subscription invoices.
  • Add a dedicated company email address where subscription invoices should be sent.
Who
  • Site owners and site administrators in the owner company
When
If you need to update your account to reflect up-to-date payment and company details.

Update your payment details

Access your subscription payment settings from the site settings' Subscription section.
  1. Click your profile icon in the top-right corner of Teamwork.com's main navigation menu and select Subscription.
    Image Placeholder
  2. Click the Billing management tab.
  3. Click Edit.
    Image Placeholder
  4. Update your Billing information: email, name, country, address line 1, address line 2 (optional), city, state/region, zip/postcode, and phone number.

    📝 This email and address are what your subscription's invoices are sent to and use.

  5. Check I have a tax number (VAT no) to input your company's tax number, if applicable. The label adapts to your country.
  6. Check Make invoices out to if you'd like invoices addressed to a company rather than yourself, and enter the company name.
  7. Under Payment details, click Replace card if you need to change the card on file.
  8. Click Save.

Legacy subscriptions


Manage payment details

If you're on a legacy subscription, you might follow a slightly different process to update your payment details.

  1. Click your profile image in Teamwork.com's main navigation menu.
  2. Select Subscription from the pop-out menu.
  3. Scroll to the section detailing each plan available to you (at the bottom of your current plan summary).
  4. Click Update Payment Details in the appropriate column. This is the column labelled Your Current Plan.


     
  5. Update company and tax details:
    1. Country - update the country invoicing should be based on. You can also choose to use your billing address.
    2. Tax number (VAT no) - check the Yes, I have a VAT number box to add your company's tax number.
    3. Industry - optionally, fill out your company's industry.


        
  6. Click Continue... to proceed to the payment details view.
  7. Fill out the payment card details.


     
  8. Click Make payment to save your changes.

Your payment details are updated and will be applied on your next payment due.

Change company details

Invoices for legacy subscriptions automatically use the site's owner company address. The area to change this in will depend if you have the Clients feature enabled. 

From the People area:
  1. Click ... More in Teamwork.com's main navigation menu.
  2. Select People from the pop-out menu.
  3. Click the Companies tab. Image Placeholder

  4. Scroll to the owner company in the companies list. The owner company is identified by an Owner tag beside the company's name.
  5. Click the ... (ellipsis) on the company row's right-hand side.
  6. Select Edit Company. Image Placeholder



  7. From the Essentials tab in the company details, update the company's name.
  8. Select the Address tab to update the company address. Image Placeholder


     
  9. Click Update Company.

From the Clients area:
  1. Click on the Clients tab in Teamwork.com's main navigation.
  2. Locate the owner company by the Internal tag beside the company name. Image Placeholder 
  3. Click on the edit pencil at the right hand side of the company. Image Placeholder 
  4. Locate the address tab at the bottom of the modal to update the companies address. Image Placeholder 
  5. Click Update Client.


The company details will be updated for invoices going forward. Historical invoices are not retrospectively updated.


Best practices

  • Audit trail: Set your company's finance department email as the billing email address, keeping all subscription correspondence in one place and with the appropriate department.