This article answers common questions about managing payment methods in Personio. This includes how to change payment methods, update details, and explore available discounts.
How can I change to a different payment method?
The steps to switch to a different payment method depend on the method you wish to change to. Follow the relevant instructions below:
- In your Personio account, go to Settings.
- In the Subscription and Billing section, click Subscription.
- Next to Payment details, select Edit.
- Select Direct debit. Enter a name, the IBAN of the account you want to debit, and an email address.
- Save your edits to complete the process.
You can find more information in our article on the Subscription and Billing section.
- In your Personio account, go to Settings > Subscription and Billing > Subscription.
- Next to Payment details, select Edit.
- Select Credit Card. Enter the credit card number.
- Save your edits to complete the process.
For credit card payments, it's essential you store a current, valid email address for invoices in the Billing information section.
Learn more about the payment process for credit card transactions.
How can I update my payment details?
If you are paying by SEPA Direct Debit or credit card, follow these steps:
- In your Personio account, go to Settings.
- In the Subscription and Billing section, click Billing information.
- Under Payment details, update the information about your payment method.
- Submit your changes.
If you are paying yearly by bank transfer, contact our Customer Support team using this form to update your billing details.
Can I only set direct debit for the Promote feature but stick with bank transfer for the yearly invoice?
Yes, this is possible. To change your payment method for the Promote feature, contact our Customer Support team using this form.
Do we need to pay for the whole month or year if we buy a product within the contract term?
No. When you change your package, we issue a day-by-day credit note for the remaining term of the previous package. We also create a daily prorated invoice for the new package for the same period.
You can view the credit note and the new invoice anytime in your Personio account in Settings > Subscription and Billing. For more information, read our article on the Subscription and Billing section.
I would like to switch to a yearly payment and get a discount
If you'd like to switch to a yearly subscription and want to explore possible discounts, contact us using this form.