BambooHR invoices are generated in advance for the upcoming month based on the number of active employees in your account, or in other words, how many employees have an active employee record in BambooHR. This means that monthly invoices may fluctuate as employees are added and removed in your account.

You can see how many active employees are in your account at any time by going to the People tab, viewing the Employee list, and referring to the gray number in parentheses near the top of the page.

BambooHR will email your invoice to your accounts payable contacts each month with the payment confirmation. Invoices are always due upon receipt and will have a coverage period for the upcoming month. You and your billing contacts can view the invoices at any time in BambooHR.

If you are a BambooHR Payroll customer, the Per Employee Per Month (PEPM) and Additional State Fee (if applicable) will apply to the first approved payroll run of the month, regardless of whether it is your scheduled payroll run or an off-cycle payroll run. Once the first payroll is approved, you will not see these charges on any additional payroll runs for that month. The number of employees included in the PEPM is based on the unique count of employees paid in the previous month for any scheduled and off-cycle payrolls across all of your company's payroll accounts (EIN’s).

If it is your first time running payroll with BambooHR Payroll, the PEPM will reflect the employee count that was quoted to you by our Payroll Sales team. 

Your account is billed per active employee in the account rather than the usage of the system. An active employee is any user for which you are tracking employee data. (In order to deactivate an employee, terminate them through the Employment Status table on the Job tab in their employee profile.) 

This means that if the Status field on an employee's Personal tab is set to "Active," they will be included in billing for your account. This includes contractors, part-time employees, and interns. You can see how many active employees are in your account at any time by going to Settings > Account > Account Info and referring to the number under "Active Employees." Our billing system takes the number of active employees on a random day shortly before your invoice date, so we recommend making sure your active employee count is accurate a week prior to your invoice date.

BambooHR is a month-to-month subscription service. We include both your implementation fee and your first-month fee at the start of your subscription because you are able to use the product immediately upon purchase. You will be charged at the start of each invoice period moving forward, not in arrears, on your invoice date each month.

You should have received a quote from your sales rep (before purchase) that shows what you will be charged on your first invoice, including first monthly fees and the implementation fee. If you do not have that quote, reach out to our Billing team for help.

We ask all customers paying monthly to do so via a credit card kept on file or via automatic ACH withdrawals (ACH option for U.S. customers only). This ensures payments are processed upon the receipt of each invoice, thus avoiding the risk of a past due balance.

A second payment option is to make an annual prepayment. If you prepay annually, you may choose to pay by check or wire transfer* in addition to credit card and ACH payments.

*If you are making a prepayment via wire transfer, please be sure to include your company ID# or domain in the wire transfer memo for identification purposes.

Your billing contacts can update your payment information in BambooHR. You can also email our Billing team to receive a secure link for updating that information. We are happy to send that to any Account Owner, billing contact, or accounts payable contact.

If you update your information before your invoice date, the new method will be used on your next billing date. If your billing date is today or prior to today, you may add the new card information and process the outstanding balance from the same page in Settings.

BambooHR believes in earning your business every month. So, we have chosen a month-to-month business model with no fixed contracts. Each monthly invoice is due upon receipt. BambooHR does not negotiate net terms.

If there is no payment made upon receipt of the invoice, your account will be considered as past due, and you will have a small grace period to make a payment before suspension for non-payment.

If an account has an outstanding balance, our billing system will automatically notify the Account Owner and Accounts Payable Contacts.

Payment reminder emails are a way to help our customers avoid the suspension of their accounts due to non-payment. BambooHR has a system of automated emails to remind customers of an outstanding balance, but we also reach out via personal messages when the account is approaching suspension. If your account is past due, pending suspension, or suspended, please reach out to our Billing team.

Refer to Section 2.4 of BambooHR Terms of Service.

BambooHR collects your company's Tax ID when you first set up your billing details. If you need to change your Tax ID in the future, a Full Admin or Billing Contact can update it via the Billing tab in Settings.

You will receive various email notifications throughout the lifetime of your account. Here are some examples:

• Past Due: If your account becomes past due, your Account Owner will begin to receive past due notifications. As a reminder, we extend a 22-day grace period to allow for payments to be made before your account enters suspension.
• Card Failed: If your credit card on file has been declined, your Account Owner will receive an email with the relevant error information. Additionally, if your credit card is set to expire soon, the Account Owner will receive an email regarding that expiration date.
• Pending Suspension: When your account is 17 days past due, the accounts payable contact(s) will receive an email with information regarding the pending suspension of your account, including directions for updating your payment details.
• Pending Cancellation: After your account has been suspended, your accounts payable contact(s) will receive an email regarding the pending cancellation of your account. Per our Terms of Service, you own your data. Therefore, we will delete all of your company and employee data 30 days after the suspension of your account.
• Credit Card Expiration: If your primary payment method is a credit card, and it is close to expiring, the Account Owner and Accounts Payable Contacts will begin to receive expiration warning notifications. You will receive one 30 days before expiration, 15 days before expiration, and once it expires. The notification will have the option to Update Primary Payment Method. This will take you to Billing in your account where you can update that information. 

All monthly invoices are due upon receipt. For this reason, customers who pay monthly are required to pay via credit card or ACH direct debit (U.S. only). If there is no payment made on the invoice date, each account has a small grace period to make a payment before suspension.

BambooHR will guide you in the system on the steps to take for unlocking your account via credit card. Click Unlock BambooHR Account to open the BambooHR Payment Center.

In the BambooHR Payment center you can select which outstanding invoice you would like to make the payment for, and which payment method you would like to use. In the Payment Method dropdown you will see any non-expired credit cards you have saved in your account, or you can add a new card.

Clicking Continue will take you to a page where you can review and submit your payment. If successful, you will see a banner letting you know that your account is no longer suspended and has been unlocked.

You will also have the option to set the selected card as your primary payment method going forward.

If you need further assistance, please feel free to reach out to our Billing team.

Refer to Section 2.4 of BambooHR Terms of Service.

BambooHR offers the option of prepaying annually for your account. We create annual prepayment requests based on your current subscription. The total amount is a projection based on your current employee count for the next 12 months. As a bonus, we also include a discount for paying 12 months in advance. The prepayment, when paid, is applied as credit on your account. BambooHR will continue to generate monthly invoices, but rather than processing to a credit card or ACH account, it will deduct the invoice total from your prepayment credit. If you have additional employees or features added to your account, it is possible to run out of credit before the end of the estimated coverage period.

It is not uncommon for prepayment to last a little longer or have it used a little more quickly than the full twelve-month time frame, depending on company growth. We watch balances closely so that we can send new prepayment requests promptly. This allows time for your check payments and wire transfer payments to be issued and delivered to BambooHR.

When your prepayment credit is about a month away from running out, we will send you a new prepayment request for the next 12 months. It will take into account any remaining credit you have.

If you have a credit card or ACH information saved on file, yes! The Account Owner and billing admins are able to keep track of the current prepayment credit balance by going to Settings > Account > Billing. Here, you will see a section titled "Prepay Plan."

If your balance is low or have a due balance, a member of our Billing team will reach out to help you refill your funds.

BambooHR is a month-to-month service, and we do not offer annual contracts. Therefore, we do not offer annual invoices. Instead, we provide a discount for customers who choose to make an annual prepayment.

To enroll in our annual prepayment plan, please contact our Billing team.

Refer to Section 5.2 of BambooHR Terms of Service.

BambooHR is only required to charge sales tax for states where BambooHR maintains a legal entity or as required by federal/state laws. Sales tax, if charged, will appear as a line item on your monthly invoice. If the sales tax does not appear on your invoice, BambooHR is not charging you tax for your subscription.

Other than sales taxes, which BambooHR is required to collect from you and remit to appropriate tax authorities, you are responsible for payment of all such taxes or duties.

If you are a not-for-profit or tax-exempt company and not required to pay sales tax, you may forward a copy of your tax exemption form to our Billing team. Not-for-profit companies receive an additional 15% discount, and we would be more than happy to accommodate these requests.

Please let us know as soon as possible so we can adjust your account settings. If you are charged tax before providing us your tax exemption documentation, we will not be able to return it to you. We send the money for the taxes to your state immediately, so it would be up to you to request it from your state.

If you need a copy of BambooHR W-9 for tax purposes, please reach out to our Billing team.

Refer to Section 5.3 of BambooHR Terms of Service.