Note: If you created your account on or after January 11, 2022, you may see a different billing experience. Please review the Unified Billing FAQ for more information.
What Is It?
When the Auto-Upgrade setting within Formstack Documents is turned on, your account will be automatically upgraded to the next plan level if and when you hit your merge limit before your reset date. This way, you can avoid any delivery interruptions.
When To Do This
There are two times when you're most likely to change this setting:
- Any time you want
- During account creation
How To Do It
For an existing account
To update this setting in an existing account, head on over to “My Account” and select “Billing”
From there, next to the Auto-Upgrade section, click the [Change] link
Select an option:
Enable Auto-Upgrade
Disable Auto-Upgrade
Upon Account Creation
While inputting your payment information in the Billing Tab, select whether you want to enable or disable Auto-Upgrade
You can disable the auto-upgrade feature at any point as well as request to downgrade or cancel your plan from the "Manage Your Plan" page.
Have any further questions? We’re here to help! Please reach out to support@formstack.com for additional assistance with your use case.