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View and change your billing and organization details

Only account owners can see and change billing and organization details.

Your OpenForms account is linked to an organization. Depending on your plan and add-ons, you can have multiple users that belong to the same organization. As the account owner for your organization, you can change its details at any time.

We ask you for your organization’s billing details when you sign up for a Pro, Business, or Enterprise plan. Like your organization details, you can change your billing details whenever you want. If your card’s about to expire, it’s a good time to update your billing details.

We use a direct debit system to process most plan payments. If you’re on an Enterprise plan, update your billing details to choose to pay manually or by direct debit.

Change your billing details

  1. From your Account menu go to Account.

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  2. In the Payments panel, select Update billing details.

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Choose how to pay

If you’re on an Enterprise plan, you can choose to pay your subscription by direct debit or manually (choose Receive an invoice for each billing cycle).

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You can also choose one additional OpenForms user to be CCed in all invoice and receipt emails, such as a member of your finance team. Just type their username in the Notifications search field and select them when they appear. 
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Go to View plan payments for more on manual payments, including how to make a manual payment.

Update your card and billing address

If you don’t have a card attached to your account, add one by filling in the card number, card holder’s name, expiry date, and CVV.

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If you’re updating your current card, click Replace.

When you’re done, you can update your billing address, then Save.

For more help with billing and payments, go to View plan payments.

Change your organization details

  1. In your Account menu go to Account.

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  2. Select the Organization panel.

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  3. Make whatever changes you need in the organization name, timezone, phone and account owner fields. (if you need more information about changing account owners, see our Manage users help topic.)

  4. Save changes when you’re finished.

Check out how to Change your plan or add-ons for more ways to update your account.

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