Manage your account in RosterElf
This article explains how to access and manage your RosterElf account information, including company details, billing information, invoice history, and subscription settings. Understanding how to navigate these settings ensures you can keep your account up-to-date and manage your subscription effectively.
1. Accessing your account overview
To access your account information, follow these steps:
1.1 Press the welcome message in the top-right corner of RosterElf.
1.2 Select Account overview from the dropdown menu.
1.3 From here you can update your company details directly, or press Subscription settings to manage billing, invoices, and your plan.
2. Updating company details
Account overview lets you update your company information directly:
2.1 Open Account overview from the welcome message dropdown.
2.2 Update your company name, contact details, and other business information.
2.3 Save your changes when complete.
3. Managing billing and payment details
Subscription settings gives you access to your Stripe billing portal, where you can manage your payment information:
3.1 Press Subscription settings in Account overview, then Billing info.
3.2 Update your payment method and billing address in the Stripe billing portal.
3.3 Save your changes to update your billing details.
Related guides
Step-by-step guide to updating your payment method and billing address through Stripe
How to update your payment method to ensure uninterrupted service
Configure tax settings in RosterElf for payroll compliance
4. Viewing invoice history
Billing info in the Stripe portal displays all your past invoices:
4.1 Press Subscription settings in Account overview, then Billing info.
4.2 View your complete invoice history with dates and amounts.
4.3 Download individual invoices or receipts as PDF for your records.
Related guide
5. Reviewing and updating your subscription plan
Subscription settings shows your current plan details and gives you access to a range of self-service actions — no need to contact support for most changes:
5.1 Press Subscription settings in Account overview.
5.2 Review your current plan, billing cycle, seat count, and pricing.
5.3 Use the guides below to make changes to your plan, seats, or billing cycle, or to cancel if needed.
Related guides
Overview of how plan changes work in RosterElf
Upgrade from Core to Full Suite or HR Hub through Stripe
Switch from monthly to annual billing and select your seat count
Adjust your seat count on an annual plan to match active staff
Cancel your RosterElf subscription directly from account settings
Understand RosterElf's minimum monthly fee policy
Refund and cancellation policy, including access after cancellation
Xero App Store subscribers:
If you subscribed through the Xero App Store, billing and subscription changes must be managed through Xero's platform, not RosterElf directly.
- Cancel subscription (Xero subscribers only) — how to cancel your RosterElf subscription through the Xero App Store
- Subscription is past due (Xero subscribers only) — resolve payment overdue warnings by updating your payment details in Xero
All billing & subscription guides
Everything you need to manage your RosterElf plan, payments, and invoices
Update payment method and billing address
Update your card, digital wallet, or direct debit details
Download invoice PDFs from your billing history
Configure tax settings for payroll compliance
Overview of how plan changes work
Upgrade from Core to Full Suite or HR Hub
Switch from monthly to annual billing
Adjust seat count to match active staff
Cancel your plan directly from account settings
Understand the minimum monthly fee policy
Refund and cancellation policy details
Cancel if you subscribed through Xero App Store
Resolve overdue payment warnings in Xero