Organization details
Admins can update a number of organization-wide settings from the Organization details page. From here, you can update your organization's logo, name, default app language, default time zone, and default communication method for all your Workleap users. You can also delete your organization if necessary. Select Organization details from the Workleap Settings side menu to access your organization details.
Billing
The Billing page is your hub for managing your Workleap subscriptions and payment details. You can also explore new products and activate free trials. Admins can select Billing from the Workleap Settings side menu to access the Billing page.
Subscriptions
The Subscriptions tab shows your Workleap account's active subscriptions. You can see various information about your subscription(s), such as your current subscription type, the amount of seats used, the renew date, and any active add-ons.
Manage a subscription
From the Subscriptions tab, select Manage next to a subscription to view its product details. Here, you can see an overview of your Workleap product subscription. You can also add seats (if applicable), change your plan, cancel your plan, and update any add-on selections (if applicable).
Billing and payment
Admins can update your organization's billing information and payment details from the Billing and payment tab.
Billing information
Here, you can update the email address, name, company name, and address associated with your Workleap subscription. All data in this section must match the credit card entered in the Payment details section.
Tax exemption
This section lets you set up tax exemption for your subscription if applicable. To do so, you must select a reason for tax exemption, provide the tax registration number, and upload a tax exemption certificate.
Currency preferences
Here, you can see the currency preference selected when you first subscribed.
Payment details
Here, you can see the active credit card associated with your Workleap account. The credit card entered here must match the details in the Billing information section.
Billing history
The Billing history tab shows an organized view of your subscription's billing history. View each invoice's billing dates, status, and amount in the list, or select the download button to download an invoice.