Guide to Billing | Expensify Docs

Guide to Billing

Everything you need to understand pricing and managing your billing

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11 articles in this collection
Written by Puneet Lath, David Cardoza, Sylvea Wong and 3 others

Best Practices to Manage Client Billing

Proper practices for partners to re-bill Expensify back to clients.

Written by David Cardoza
Updated over a week ago

Breaking down your Bill

A guide to understanding your billing receipt

Written by Ben Fitzpatrick
Updated over a week ago

The Submit Plan

For employees who want an easier way to send expense reports to their managers, or sole proprietors submitting expenses to an accountant

Written by Greg Schroeder
Updated over a week ago

The Track Plan

For individuals and sole proprietors who want mileage and receipt tracking for tax returns or personal expense tracking

Written by Greg Schroeder
Updated over a week ago

Understanding policy types and billing options

How policy types and billing options affect your pricing

Written by Sylvea Wong
Updated over a week ago

Upgrading, Downgrading, and Managing Subscriptions

Managing your Company's Annual Subscription

What to expect when on a company subscription, how to adjust your subscription size, and how to configure auto-renewal

Written by Sylvea Wong
Updated over a week ago

Monthly Subscription

A monthly subscription for individuals who need easy access to unlimited SmartScans!

Written by Maddy Lewis
Updated over a week ago

Upgrade from a Free Account

Learn how to upgrade from a free Expensify account to a paid version

Written by Puneet Lath
Updated over a week ago

Downgrade to a Free Account

Learn how to downgrade from a paid policy to a free account

Written by Puneet Lath
Updated over a week ago

Updating Payment Details

Changing Payment Details

For Billing Owners' eyes only: All the juicy details on how to manage your payment card, currency, and billing receipts!

Written by Sylvea Wong
Updated over a week ago

Policy Billing Owner

Let's get to know the Billing Owner user role!

Written by Sylvea Wong
Updated over a week ago