Reviewing Your Account, Plan, and Billing Info

The Plan & Billing Info section of the Account Administration form gives you options to review and manage your account including the ability to:

If you want to cancel an account, please see the article: Options for Canceling Your Account.

Who Can Perform These Actions

To perform the actions described in this article, you must be logged as one of the following user types:

  • For an Individual plan (formerly known as Basic) or for a legacy Advanced plan, you must be the licensed owner of the account.
  • For a Team, Business, or Enterprise plan, you must be a SysAdmin.

For more information about user types, please see the User Types article.

Upgrade or Change Your Plan

If you want to change the options for an Enterprise plan, please contact your sales representative directly or reach out to the Sales team with the Contact Us form. For all other plans, use these steps:

  1. Click Account > Account Admin > Plan & Billing Info (or click here). 
  2. Do one of the following to display the Change Your Plan form:

    If you are a trial subscriber, click Upgrade My Account.


    If you are an existing subscriber, click Upgrade or Add Licenses/Change Plan.
  3. Click the option for the plan you want to upgrade to and select your payment term.
  4. Click Save.

NOTE: When you upgrade, the prorated remainder of your current plan is applied to the rate of the new plan. Also, if you are changing from a monthly to annual term, the annual fee will be processed at the conclusion of your current monthly term.

For more information about pricing, please review the Pricing page on our website.


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Change Payment Information

If you pay with PayPal and you need to change the payment method to a different PayPal account or if you want to switch from paying with a credit card to paying with a PayPal account, please contact us.

IMPORTANT: Before you change payment method from Credit Card to Invoicing, we recommend that you download all previous receipts so that you have a record of those—they will no longer be accessible when your account is switched to Invoicing.

Here's how to change other types of payment information:

  1. Click Account > Account Admin > Plan & Billing Info (or click here). 
  2. Choose one of the following:

    Update Your Credit Card Info: If you pay with a credit card and you need to update the details or change to another credit card, click Edit Address & Payment Info. Enter your new credit card number and billing address, and then click Save.

    Update Invoice Billing Info: If you want to update your billing information on your invoice, click Edit Address & Payment Info. Enter your updated billing information, and then click Save.

    Change Your Payment Method: If you want to change your payment method, click Edit Address & Payment Info. Choose the payment method you would like to use, complete the form, and click Save.

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View Receipts and History

Your billing history includes your payment dates, payment amounts, and a copy of each receipt.

  1. Click Account > Account Admin > Plan & Billing Info.

  2. Click View Receipts & History to open the Payment History form and display your billing history. 

  3. (Optional) To choose between downloading a Receipt and an Invoice, or to add additional details to your receipt, click Add additional details to your receipt.

  4. To download a PDF of a receipt or invoice, click the receipt or invoice name in the Receipt column.

TIP: To change the account name listed on the receipt, close the Payment History form, and click the current account name listed next to Account Administration.

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