Updating the Payment Method on an Employer Draft Invoice

Employer draft invoices are generated automatically for each billing cycle and use the employer's preferred payment method. Because these drafts are system-generated, the payment method field on the invoice itself is locked and cannot be edited directly on the invoice.

If you update the employer's preferred payment method after a draft invoice has already been created, the existing draft will not reflect the change automatically. Follow the steps below to force the draft to pick up the new preferred payment method.

Step 1: Add the new payment method and set it as preferred

Open the employer's details page (Billing menu → Employers → select the employer).
Click Add charge card or Add bank account and enter the new payment details.
Set it as the preferred payment method. Only one method can be preferred at a time, and the preferred method is what the employer's invoices use.
Click Save.

For more detail on employer payment setup, see Managing Employers – Payment Setup, Contract PDF, and Invoicing Rules.

Step 2: Toggle Autopay off and back on

Toggling autopay refreshes the draft invoice so that it re-reads the employer's current preferred payment method.

On the employer's details page, click Edit invoicing rules.
Turn Autopay off and click Save.
Open Edit invoicing rules again, turn Autopay on, and click Save.

Step 3: Confirm the update

Open the employer's draft invoice.
In the Payments section, confirm it now shows the new preferred payment method.

Notes

Set the new method as preferred first — the toggle applies whichever method is currently preferred.
This applies to active employer contracts.
Leaving autopay on after the toggle keeps automatic charging enabled for future cycles.