This guide covers: Read your plan, Change plan, Update payment method, Download an invoice, View past invoices.
Read your plan
What it does: Shows your current Payrollix plan, how many clients are active, and either your next monthly bill (if active) or the projected first invoice (if you are still on trial).
Where: Dashboard → Billing (/billing).
Steps:
- From the dashboard, click Billing in the nav.
- If you have not picked a plan yet, the page shows a Start your 14-day free trial card — click View plans to go to
/pricing. - If you are on a trial, the indigo banner at the top shows Free trial — N days remaining and the date the trial ends. Per-client charges accrue during the trial but are not charged until you activate.
- The Current plan card has three columns: Plan (name + monthly/annual billing) · Active clients (X of Y included) · Projected first invoice (during trial) or Current monthly bill (when active).
- A status pill in the upper right shows Active (green) or Trial (indigo).
Who: Anyone with a Dashboard login (accountant or SMB account owner).
Notes: If the page shows an amber Your trial has ended banner, your trial expired and you need to add a payment method and activate before payroll can run for clients. If it shows a red Payment past due banner, your last invoice failed — update the payment method to recover. The bill is per-client × your plan's per-client base price; the "Active clients" count drives the math.
Change plan
What it does: Switches your subscription tier (e.g., Starter to Growth) or your billing cycle (monthly to annual).
Where: Dashboard → Billing → Change plan button on the Current plan card.
Steps:
- On the Billing page, scroll to the Current plan card.
- Click Change plan in the lower-left. This opens
/pricingin the same tab. - Pick the new tier and billing cycle on the pricing page and follow the activation flow.
- To cancel entirely, click Cancel subscription under the Change plan button (the red link). Confirm in the dialog. The page reloads with your new status (typically expired or cancelled).
Who: Account owner only.
Notes: Cancel subscription is shown only when your subscription is Active. You can resubscribe at any time from the pricing page after cancelling. A change to annual billing typically takes effect on the next renewal — not mid-cycle — but the exact behavior depends on the tier you pick.
Update payment method
What it does: Adds or replaces the bank account that Payrollix debits for your subscription invoices.
Where: Dashboard → Billing → Payment method section.
Steps:
- On the Billing page, scroll to Payment method.
- If no bank is on file, you see No payment method on file with an Add bank account button. Click it.
- Fill the form: Routing number (9 digits, numeric only) · Account number (numeric, ≥ 4 digits) · Account type (Checking / Savings) · Account holder name (your legal business name).
- The note below the form is the ACH authorization: By adding this account you authorize Payrollix to debit it for subscription invoices.
- Click Save bank account. A green toast confirms.
- If a bank is already on file, you see it listed with the last 4 of the account number, the account type, and pills like Default and Verified. Click Add another bank to add a second one.
Who: Account owner only.
Notes: The payment method is debited automatically when invoices come due. Only one bank can be the Default at a time. The Verified pill appears after Moov confirms the account via micro-deposits; until then, payments may be delayed. If you mistype the routing number (length must be exactly 9), the save button stays disabled.
Download an invoice
What it does: Opens an invoice's detail page where you can see line items, totals, and the payment status. There is no separate "download" — use your browser's print-to-PDF.
Where: Dashboard → Billing → Invoice history → click View on a row, or /billing/invoices/{invoiceId}.
Steps:
- On the Billing page, scroll to Invoice history.
- Find the invoice you want and click View in the Actions column. The detail page opens.
- The header shows the Invoice number, period, status pill (Paid, Payment pending, Draft, Failed, Void, Refunded), Issued date, Due date, and Total.
- The Line items table lists each charge — Description · Qty · Unit price · Amount — with subtotal, discount, tax, total, paid, and amount-due rows beneath.
- To pay an unpaid invoice from this page, click Pay {amount} now in the Payment section. Confirm in the dialog. The status updates as the transfer settles.
- To save a copy: use your browser's File → Print → Save as PDF. The invoice layout prints cleanly to one page for most plans.
Who: Account owner only.
Notes: The Pay now button only appears when the invoice is in Draft or Sent (Payment pending) status, you have a payment method on file, and there is no in-flight Moov transfer. Once a transfer is started, the page shows the Transfer ID for tracking; payment is in flight and the button disappears.
View past invoices
What it does: Lists every invoice ever issued on your account with status, total, and a quick path to the detail.
Where: Dashboard → Billing → Invoice history section.
Steps:
- On the Billing page, scroll to Invoice history.
- Each row shows: Date (created) · Amount · Status · actions on the right.
- Status colors: green paid, blue sent (payment in flight), yellow draft, red failed.
- Click View on any row to open the detail (see Download an invoice above).
- For an unpaid invoice, click the small Pay now button on the row to charge the bank on file immediately — you'll be asked to confirm the amount.
Who: Account owner only.
Notes: The list is empty on trial accounts that have not been billed yet — the page shows No invoices yet — billing starts when your trial ends. Failed invoices remain in the list permanently; once paid via retry, the status flips to paid and the row stays.
Related: Client dashboard & notifications · How ACH timing works · Your filing authorization.