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.

Cancel Your Subscription

Cancelling ends your Roam and stops future billing. You choose when it takes effect.

• Cancel at Period End: Your Roam stays active through the end of the current billing period. Billing is unchanged, and you receive one final charge on that date for usage during the period.
• Cancel Immediately: Everyone in your Roam loses access right away, and your payment method is charged once more for the usage so far in the current period.

Roam bills in arrears, so either option produces one final charge. If your subscription is still in its free trial, there is no charge.

You will receive an email confirming the cancellation, and a receipt when the final charge is made.

How to Cancel

1. Go to Settings > Roam Administration > Billing.
2. In the Subscription section, click Cancel Subscription.
3. Choose Cancel at Period End or Cancel Immediately.
4. Review the details in the confirmation dialog, then click the matching button to confirm.

If you have already chosen Cancel at Period End, you can still choose Cancel Immediately to end the subscription before the period is up.

How to Reactivate

A cancelled subscription can be reactivated from the same Subscription section, as long as your account has a valid payment method and no outstanding balance.