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 image in Teamwork.com's main navigation menu.
  2. Select Subscription from the pop-out menu. 
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  3. Click Update Payment Details from the subscription summary box.
     
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  4. Update the relevant billing details:
    1. Credit card - change the payment card associated with the subscription.
    2. Contact information - update the primary email and phone number associated with the subscription.
      📝 This is the email address your subscription's invoices are sent to.
    3. Billing information - update the billing address associated with your subscription.
      📝 This address is used on your subscription invoices.
    4. Tax number - check the I have a tax number (VAT no) box to input your company's tax number.
    5. Make invoices out to - check this box to set your site's owner company as the company displayed on subscription invoices.
      1. Uncheck this box to set a custom label.

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  5. Click Update to save your changes.


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.

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

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  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.

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

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  9. Click Update Company.

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.