Automated payments: SEPA direct debit mandates have been enabled for all payments within your Personio account, with immediate effect. Switch to direct debit now!
This article explains how to view your billing information, subscription details, invoices, and credit notes. If you have edit rights, you can also change your plan and payment settings.
Access the Subscription and Billing section
To access the Subscription and Billing section, follow these steps:
- Go to Settings.
- In the Account & support section, click Subscription & Billing.
You need Administrator rights or view rights to Subscription Management to access the Subscription and Billing section. To make changes, you need Administrator rights or edit rights to Subscription Management.
Subscription
In the Subscription section, you can view and manage your organization's current subscription details. In the top-right corner, you can see your next renewal date. The tab also shows your plan and number of employees. The price for each plan depends on the number of employees you intend to manage.
See how to change your Personio plan on your own and an overview of our plans and apps.
Billing information
The Billing information section contains your company name, VAT number, and billing address details. Make sure all your billing details are accurate so that Personio creates the correct invoices for you. To change your billing information, including your billing address:
- Go to Settings.
- In the Account & support section, click Subscription & Billing.
- Click Edit.
- Complete all fields.
- Click Save.
- You don't need to enter country codes for VAT purposes — you only need to enter the VAT ID number. If you don't have a VAT ID number, Contract Owners can contact us to ensure you are invoiced correctly.
- Changes to your billing address require review and approval from Personio. Your billing address doesn't update until Personio approves your request.
Payment details
The Payment details section contains your preferred payment method. Read more in our article on managing payment methods.
Data Processing Agreement (DPA)
The DPA forms the basis for the processing of personal data. You can find the DPA, Technical and Organizational Measures (TOM), and subprocessor list in the Personio Trust Center.
Invoices
The Upcoming invoices widget shows net amounts and scheduled dates for upcoming charges, like recurring subscription payments or account changes. This does not include subscription renewal invoices.
The Issued invoices widget shows past invoices with their gross amounts. Use this to review invoice details and download documents.
In the Invoices tab, you can see a list of all past and upcoming invoices created by Personio. This includes monthly subscription fees (applicable only to accounts on monthly payment plans) and job ads.
- Click any row in the list to preview the invoice details or download the document.
- Check your current payment status and authorize outstanding payments by clicking the Pay now button.
- Invoices for your monthly subscription fee are also emailed to the designated billing email address.
- If Personio issues a credit note to your account, it will also be visible and accessible within this tab.