Adding payment methods for manually invoiced customers

Modified on Mon, 22 Jul at 2:32 PM

Manually invoiced customers at Asana can add a payment method to their Asana account. This feature provides customers with more flexible payment options and a secure way to add a payment method to their Asana account for future use, including payment of open invoices or recurring payments.

To do this, the billing owner of the Asana account will need to add a payment method.

How to add a payment method for organizations

As a billing owner, please follow the steps below to add a bank account to your Asana profile.

To add your bank account:

Access your admin console
Navigate to the Billing tab
Select the Add a payment method option

The payment details information window will open with the available payment methods applicable to your location. Select your desired payment method, complete all requested information, and click Update Information.

Please select Contact billing or email ar@platinumpartner.com.au to use the payment method added for one-time and recurring payments.

How to add a payment method for team accounts

For team accounts, the billing owner of the Asana account will need to complete the following steps:

Navigate to Teams in the sidebar, click on the three dot icon of the desired team and click Manage Billing.

To add a payment method to your account:

Select Add a payment method on the Billing tab.
The payment details information window will open with the available payment methods applicable to your location. Select your desired payment method, and complete all requested information, then click Update Information.
After completing the steps required for your chosen payment method, hit confirm to add the payment method to your Asana account.

Please select Contact billing or email ar@platinumpartner.com.au to use the payment method added for one-time and recurring payments.