Billing: card, receipts, auto-renewal and cancelling

Update your card

On Billing, find the Payment method row and click Open billing portal. Update the card there. If no card is on file, Billing says "No payment method on file." with an Add payment method button.

Receipts

Under Payment history, click View next to a charge. The receipt opens in a new tab. Only the Account owner can open receipts.

Auto-renewal

Annual plans renew by themselves each year, at the then-current price, on the card on file. About 30 days before, we email the Account owner the renewal date, the amount and how to cancel. At renewal your plan reports reset to the full yearly total, and unused ones don't carry over. Add-on reports aren't touched. Upgrading doesn't change your renewal date.

If a payment fails

A red box reads "Action required: update your payment method". Click Update payment method. The plan shows "Payment failed" and your reports go on hold. You can't start reports, buy more or change plans. You can still finish and download reports you've already paid for, add clients, invite people and cancel. Your branding stays on. Update the card to pay the overdue renewal and everything comes back. If it stays unpaid, the plan ends, just as if you'd cancelled.

Cancel

1. On Billing, click Manage subscription.
2. Cancel in the billing portal.

You keep your plan until the renewal date. Billing shows "Cancels on (date)". Cancelling doesn't refund the rest of the year (see the refund policy). Until the date, click Resume subscription and resume it in the billing portal.

On that date the plan ends. Plan reports go, add-on reports stay, and the firm has one seat. Nobody is removed, but you can't invite anyone, and an invitation still out can't be accepted, until the team fits or you choose a plan again. Reports you've already created stay, finalized reports don't change, and drafts lose your branding. To come back, open Billing and choose a plan under Reactivate your subscription.