Platform Billing

Platform Admins can manage their Billing and Plan limits for their Platform Formstack account by visiting the Billing and Plans page located in the Admin Panel.

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Click on your name in the header of any app, then on “Billing and Plan”. 

Note: If you don’t see a link to the Billing page, you will need to reach out to your Account Admin to gain access.

Purchasing a plan

 

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Once on the Billing and Plan Overview page, purchase the plan you’re currently trialing by clicking the ‘Enter your Billing Info’ button in the top right corner.

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On the following page, review your plan details and enter your payment information in the secure form. Then, click “Purchase Now”. FSID_-_Billing___Plan_Info_-_Paid__Pro__2x._-_Croppedpng.png

Upon successful payment, you will be redirected to the Billing and Plan Overview page where you will see a ‘Success’ message banner at the top of the screen. 

Note: In the event that payment fails, check your payment information for errors. If all information was entered correctly, please check with your bank to ensure they are not blocking the transaction. If you continue to run into issues, please contact Support.

Editing your Billing Information

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If you need to make a change to your billing information at any point, you can do so from the Billing and Plan overview page by clicking on the ‘Edit Billing Info’ button in the upper right corner of the page. Update your information on the following page, then click ‘Save Changes’.

Adding additional users and usage

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To add additional users and/or forms and merges to your Platform account, click the ‘Plan Add-Ons’ button.

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Enter the number of users and/or usage packs you would like to add to your account, review the estimated cost, and click ‘Request Plan Updates’ to submit the form. Any addition of users and usage will automatically be billed and added to your account. If you’re requesting more than $300 worth of add-ons at one time, after form submission a Formstack representative will contact you to update your plan.

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If you would like to switch your Platform plan from Pro to Starter or move to a non-platform plan, click ‘Update Your Plan’, then under ‘Compare & Change Plans, click “Downgrade to Starter”, then fill out the information on the form. A Formstack representative will get in touch with you to complete the transaction.

If you’d like to upgrade from the Platform Starter plan to Pro, click ‘Upgrade to Pro’ button, then fill out the form. A Formstack representative will get in touch with you to complete the transaction. 

Upgrading your Account

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If you’d like to upgrade from the Platform Starter plan to Pro, click ‘Upgrade to Pro’ button.  From there, you will see a confirmation modal showing the billing changes that will be made to your account. Hit “Confirm Upgrade” and the changes will be made to your account.

 

Viewing Invoices

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To view a list of your recent purchases and export your past invoices, click the ‘Invoices’ menu item. 

 

Cancellation

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If you would like to cancel your Platform account, click the ‘Deactivate Account’ button at the bottom of the Billing & Plan Overview page. Then, fill out the form and a Formstack representative will get in touch with you to complete the process.

 

Updating Invoice Recipients

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Below the list of invoices, you can choose who can receive invoices via email. By default, the Admin user who initially purchased this Formstack account will receive an invoice email upon payment. Additional recipients can be added by entering one or more comma separated email addresses into the text field and clicking ‘Add Recipients’.

To remove an email address from the list, click the ‘Delete’ button next to the entry you’d like to delete.

 

Cancellation

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If you would like to cancel your Platform account, click the ‘Deactivate Account’ button at the bottom of the Billing & Plan Overview page. Then, fill out the form and a Formstack representative will get in touch with you to complete the process.

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