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Manage payment methods and view your invoices

All plansBeginner2 minutesUpdated August 7, 2026

Go to Settings > Payment Methods to add cards, set which one is the default for your subscriptions, and view or download every WorkZen invoice as a PDF under Payment History.

One page covers everything about paying for WorkZen itself: Settings > Payment Methods.

Payment methods

Click Add Card (or Add Your First Card) and enter the card in the secure payment form. Each saved card shows its expiry, and one carries the Default badge, that's the card your subscriptions charge.

  • Set as Default moves the badge to another card.
  • Deleting a card is permanent (with a confirmation), and the page warns you when no default payment method is set, because that's how subscription payments start failing.
Tip

Card renewal choreography: add the new card, set it as default, then delete the old one. In that order, so there's never a gap for a renewal to fall into.

Payment history

Payment History on the same page lists every invoice WorkZen has issued you, with the amount, date, a View link, and a PDF download for your bookkeeper. Invoices appear automatically as your subscriptions bill.

These are the invoices WorkZen sends you, your platform plan, ZenPhone, and AI Receptionist charges. The invoices you send your clients live in Invoices, a different world entirely.

Frequently Asked Questions

The one marked Default. If no default is set, the page warns you, set one to avoid failed subscription payments.
Add the new card first, click Set as Default on it, then delete the old one. Order matters; never leave yourself without a default.
Payment History on the same page lists every WorkZen invoice with a PDF download and a View link.
You can, but active paid subscriptions will fail to renew without one. Replace before you remove.

This article answers:

  • How do I update my credit card?
  • Where are my WorkZen invoices?
  • How do I change which card gets charged?

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