Manage payment methods and invoices

Roam admins can manage billing in Settings > Roam Administration > Billing.

Manage Payment Methods

In Payment Methods, click Add Payment Method to save another card. Open the three-dot menu next to a saved card to:

• Set as Default: Use the card as the primary payment method.
• Use as Backup: Allow Roam to charge the card automatically if the default payment method fails.
• Add Nickname or Edit Nickname: Give cards recognizable names such as Corporate Card or US Office.
• Remove Payment Method: Delete a card when billing rules allow it.

The default payment method is labeled Default. A bank account configured with Roam Support must also be managed through Support.

Download Invoices and Billed Members

The Invoices section lists each invoice’s date, member count, and amount. Click Download to save the invoice PDF.

For monthly invoices with billed-resource details, click Members CSV to download the members and Roamvision rooms billed for that period. The CSV includes the resource type, name, email when applicable, and first active date.

Roam bills in arrears for members and Roamvision rooms that connected during the prior month.