Where can I see my billing information?

Purpose: The Billing tab in Settings shows your basic billing information for your account. This help guide will give you an example and describe the information that appears on this tab.


Click Account in Settings and select Billing

  1. Current Package: This displays the BambooHR package that you are currently using and the headcount for the total number of active employees in your account.
  2. Current Add-Ons: This section lists the current add-ons you have enabled in your account. Click Explore other available add-ons to learn about additional add-ons we have available in BambooHR.
  3. Billing Center: Here, you can view information about your two most recent payments. If there is at least one payment, the far right side of the section has an Invoice History card that you can click on to visit the Invoice History page. See below to learn more about viewing your billing history.
  4. Billing Information: View your current billing address and primary payment method. See below to learn how to update these pieces of information.
  5. Billing Contacts: This shows which users in your account are authorized to view and update billing information. See below to learn more about how you can update your billing contacts.
Invoice history

The Invoice History is viewable to the Account Owner and all billing contacts. 

From the Billing Center, click Invoice History to see a list of your billing history sorted by year. 

You can set the date range to see all invoices within the selected date range. The Invoice History includes the following information:

  1. Billing date
  2. Amount
  3. Invoice #
  4. Option to preview or download a PDF of the invoice (see below) *Note: These options only appear when you hover over a line of history.

You can select invoices individually or select all invoices in bulk on the page to include them in a CSV file download. After selecting at least one invoice, click Export and select CSV to download the selected invoices.

In addition to the information listed above, the balance will also be included in the export. Please note that a non-zero balance will only appear if you have not paid the entire amount on the invoice yet.


Process a payment

If you have a failed payment, you will enter the grace period. You can find information about your past due repayment(s) in the Billing Center section in Settings. The total past due amount is shown as well as either the number of days the payment is past due if there’s only one, or if more than one invoice is past due, the number of payments.

There is also a Retry Payment button and a link named "Update Card and Retry Payment." Clicking Retry Payment will open a modal where you can retry payment by using the card on file. Select which invoice(s) you would like to pay for and click Submit Payment. Please note that you need to select any invoices older than 21 days past due to make a payment in this modal. Information about the most recent payment method is in the top left-hand corner.

This excludes the ability to prepay annually. To process an annual prepayment, please contact our Billing team.

Update the billing address

Your current billing address is in the Billing Information section in Settings. If your company pays using a credit card,* you can update this address by clicking Update Billing Address. Updating the address will automatically update both the Sold To and Bill To addresses on the your invoice. Street Address 1, City and Zip Code are required fields. Please note that you will not be able to change the state or country here. If you need to update those two fields, please contact our Billing team.

*If you need to update your billing address and your company pays with ACH, please reach out to our Billing team.

Manage Payment Methods

Please note that this link is only available to the Account Owner and any billing contacts listed in your account.

If needed, you can update your payment method, or change your primary payment method, on the Billing page. If your primary payment method is card or ACH, you will have the option to click Manage Payment Methods. If you change or add a payment method, an email alert will go out to the account owner and billing contacts.

If your primary payment method is wire or check, you will see a tooltip prompting you to contact for assistance in changing your primary payment method.

Clicking Manage Payment Methods will pull up a modal where you can see all your payment methods, with the primary payment method at the top, and the 'Other Payment Methods' listed with the most recently added at the top. Hover over a payment method to see additional options.

If it is a bank, you will see the option to delete, View, or Set as Primary.

If it is a card, you will see the option to delete, Edit, or Set as Primary.

Clicking the trash icon will pull up a modal asking you to confirm that you would like to delete the selected payment method.

If you select Set as Primary, a modal will appear allowing you to confirm you would like to set this as the primary payment method.

Clicking Edit will allow you to update the Expiration Date and/or Billing Zip Code. You will need to enter the Security Code to save any changes.

If you need to add a new/additional bank account (ACH) or card, click Add Bank or Card, and select the desired option.

Add Bank Account (ACH)

 When adding a new bank account, you will fill out a form with the following information:

  • The name of the account holder (no symbols or punctuation) 
  • Phone number (only including the numbers)
  • Valid email address 
  • Bank name 
  • Routing number 
  • Bank account number 
  • Account type (Checking, Saving, Business Checking)
  • Set as Primary Payment Method

Be sure to click Save to update your changes. Clicking on the X in the right corner of the modal will not save your changes. 

Add card

 When adding a new card, you will fill out a form with the following information:

  • Cardholder Name
  • Card Number
  • Expiration Date
  • CVV
  • Billing Zip Code
  • Set as Primary Payment Method

Be sure to click Save to update your changes. Clicking on the X in the right corner of the modal will not save your changes. 

If your account is currently past due, you may receive a prompt to reach out to a support hero to avoid suspension. If your card has expired, the card number and expiration date will be highlighted in orange. You can click Update Card if the card has expired and no attempted payments occured since the expiration. Or, if a payment was missed since the card expired, you can click Update Card and Retry Payment.

Billing contacts

If you would like to add an account payable contact who needs to receive emailed invoices and past due notifications, they will also need to be added to our internal billing system. Please reach out to our Billing team to set this up.

All new Full Admin users are automatically added as billing contacts. The Account Owner who adds the new Full Admin user will receive an email alert that reminds them of the employee becoming a billing contact. 

If another Full Admin user has added them, the Account Owner will receive an email alert telling them who has added the new Full Admin user and that they are a billing contact too.

The Account Owner can remove that access if needed (see below).

Access for billing contacts

Billing contacts can do the following:

  • View invoices under the Billing History of your account.
  • Update the credit card information on file.
  • Request to cancel an account or other BambooHR products. 

Note that billing contacts can view the Account Info tab and the Billing tab, but they can only modify the above items. Billing contacts do not have any additional access granted.

Add or remove a billing contact

Billing Info - 1 Add-On

To add or remove a billing contact, go to Settings > Billing >  Click on the edit icon next to "Billing Contacts."

The Account Owner is the only user who can add or remove individuals as billing contacts. Please note that only Full Admin users, custom access level users, and manager access level users will show up as an option in the list for adding a new billing contact.

On the Update Billing Contacts page, click the dropdown list and select an individual's name. Then, click Add.

To remove a contact, hover over the individual's name in the list and click on the trash can icon that appears to the right. Confirm that you want to remove the individual as a billing contact.