Manage Payment Methods and Transactions

Use the Billing & Subscriptions page to add or remove payment methods, review transaction history, and export transaction records.

Add a Payment Method

1. Log in to WorkEasy.team. Open the user profile menu in the top-right corner of the screen and click Billing & Subscriptions.
   
2. Click Manage Payment Methods > Add a Card.
   
3. Click Add payment method.
   
4. Enter the credit card or bank account information, then click Add Method.
   
5. When the confirmation message appears, click OK.

Remove a Payment Method

1. Select the payment method you want to remove, then click Delete Card.
   
2. Click Yes to confirm.
   

View and Export Transactions

1. Click Manage Payment Methods.
   To display inactive or previously used payment methods, click the filter icon, select the applicable options, and click OK.
   
2. Click Transactions to view transaction history.
   
3. To filter transactions by date, click the filter icon, select the date range, and click OK.
   
4. To export transactions to a CSV file, click the export options shown below.
   
5. The CSV file downloads to your computer’s Downloads folder.