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 billable, and either your bill so far this month (if active) or the projected amount for this month (if you are still on trial).
Where: Dashboard → 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) · Billable clients ("N / N total"; shows Employees for SMB accounts) · Projected this month (during trial) or This month so far (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 "Billable clients" count drives the math.
Change plan
What it does: Switches your subscription tier (e.g., Starter to Growth).
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 the in-app plan picker at
/billing/change-planin the same tab. - Pick the new tier card on the change-plan page, then click Confirm change. The change takes effect immediately.
- 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 tier change takes effect immediately — the change-plan panel confirms this when you click Confirm change.
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 a Connect bank account button. Click it.
- The button redirects you to Stripe's secure hosted checkout in the same tab. Enter and verify your bank account details there — Payrollix never handles your banking credentials directly.
- Finish the flow on Stripe. When it completes, you are returned to the Billing page and the bank appears in the Payment method section.
- If a bank is already on file, you see it listed with the last 4 of the account number and the account type. Click Update bank account to replace it — this opens the same Stripe hosted checkout.
Who: Account owner only.
Notes: The payment method is debited automatically when invoices come due. Bank entry, verification, and ACH authorization are all handled inside Stripe's hosted checkout, so there is no in-app bank form to fill out.
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, red failed, blue processing (ACH), gray void, and yellow for draft/sent.
- 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.