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 Account & support section, click Subscription & Billing.
- Next to Payment details, click 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.
- In the Account & support section, click Subscription & Billing.
- Next to Payment details, click 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 Account & support section, click Subscription & Billing.
- Under Payment details, update the information about your payment method.
- Submit your changes.
If you are paying yearly by bank transfer, Contract Owners can contact Support 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, Contract Owners can contact Support 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 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 by going to Settings. In the Account & support section, click Subscription & Billing. Learn more about Subscription and Billing.
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, Contract Owners can contact Support using this form.