Self-Billing for American Express Customers

Customers integrated with American Express may update their payment method and manage their Spend Plan in Company Settings, on the Billing screen. 

1. Open the Company Settings screen by clicking the Gear button, then click Billing. 

   

Upgrade Your Spend Plan

1. To upgrade your Spend plan, click Upgrade to Plus and then, under Plus, click Select.

   

2. On the Upgrade Plan screen, click Update Payment Details if you haven't previously added a payment method. Otherwise, skip to Step 4.

   

3. Enter the credit card or bank account details and click Pay.

   

4. Now click Confirm Upgrade.

   

5. You will receive an invoice indicating the amount of your payment for the billing period, or you may download the invoice as a PDF. 

Your billing period usually ends on the calendar day that you initially registered. We will then charge your credit card the billed amount for the month.