Managing your account info in RosterElf

Your account info in RosterElf allows you to manage key details like billing, invoices, and subscription. This article explains how to view and update your account information, including the company name, payment details, and subscription plan. Following these steps ensures your details are accurate and up to date. This guide will also show you how to access your invoices and billing history easily.

1. Accessing your account info in RosterElf

In this section, you’ll learn how to access your account info on the RosterElf platform. This information is essential for updating your company name, billing details, and subscription.

1.1 To access your account info

    1.1.1. Click on your avatar in the top right corner of the RosterElf screen.

    1.1.2. From the dropdown menu, select Account Info.

2. Updating company details and subscription in RosterElf

This section explains how to update your company information and cancel your subscription if needed.

2.1 In the Account tab

    2.1.1. Update your company name as needed.
    2.1.2. Enter or update the email address where your invoices will be sent.
    2.1.3. Choose your tax region according to your location.
    2.1.4. If necessary, you can cancel your subscription.

3. Managing billing and payment details

Learn how to manage your payment details under the Billing tab in your account.

3.1 In the Billing tab

    3.1.1. Update your payment details to ensure they are current.
    3.1.2. Check if the information matches your preferred billing method.

4. Viewing invoice history in RosterElf

This section covers how to view your past invoices.

4.1 In the Invoices tab

    4.1.1. Access your complete invoice history.
    4.1.2. Download invoices for your records.

5. Reviewing and updating your subscription plan

This section guides you on how to review and adjust your subscription plan, including switching to an annual plan.

5.1 In the Subscription tab

    5.1.1. View your current subscription details.
    5.1.2. Change your plan if necessary, including the option to switch to an annual plan.

6. Updating payment details for Xero App Store subscribers

If you are a RosterElf customer who subscribed via the Xero App Store, you will need to update your subscription payment details directly through Xero. Follow this guide for detailed instructions on how to change your payment information: Change your subscription payment details.

Common questions about managing account info in RosterElf

1. How do I access my account information in RosterElf?

To access your account info, click on your avatar in the top right corner of the RosterElf screen. Then, select Account Info from the dropdown menu to view or update your details.

2. How can I update my company details and subscription in RosterElf?

Go to the Account tab to update your company name, email address for invoices, and tax region. You can also cancel your subscription if necessary.

3. How do I manage my payment and billing details in RosterElf?

In the Billing tab, you can update your payment details and ensure they match your preferred billing method. This ensures all payments are processed correctly.

4. Where can I view my invoice history in RosterElf?

Go to the Invoices tab to view your complete invoice history. You can also download past invoices for your records directly from this section.

5. How do I change my subscription plan in RosterElf?

In the Subscription tab, you can view your current plan details and change them if needed. This includes switching to an annual subscription plan if preferred.

6. How do I update payment details if I subscribed via the Xero App Store?

If you subscribed to RosterElf through the Xero App Store, you need to update your payment details within Xero. Visit the Xero guide for instructions on managing your payment information.

7. Why can't I see invoices in RosterElf if I subscribed via the Xero App Store?

Customers who subscribed to RosterElf via the Xero App Store will not see invoices within RosterElf. To view your subscription invoices, please refer to this Xero guide.