Billing FAQS

Billing FAQs

How do I upgrade my account?

Information about upgrading your account can be found here.

Will I receive a credit or refund if I cancel/downgrade the account?

Per the Software Services Agreement, we do not issue refunds on downgrades or canceled accounts. You will continue to have access to your account until the end of your billing cycle. If you have questions please submit a Billing Support ticket.

Change from annual to monthly pricing

It is not possible to make this change through our plans page as it is other plan changes. In order to go from Annual to Monthly billing, you would need to contact the Formstack Support Team.

Change from monthly to annual pricing

A logged-in admin can change the billing plan from monthly to annual from their profile > Billing. Here, select Edit Payment Information to toggle to annual pricing. Review the pricing and confirm to update the billing type.

Payment failed

Reach out to Formstack Support with the last 4-digits of the card on file if you receive an error message when attempting a payment.  

How do I change my billing date?

We do not normally change billing dates but we can do it for a client once a year if they need to change the date of their charge. To make this change please reach out to Formstack Support and we can assist you with this issue.

Do you offer a non-profit/charity discount?

Yes, we do offer 25% off qualified Non-Profit organizations, these would be 501(c)3 organizations that are neither government or education-based organizations. To apply for this discount please fill out this form. We do require a copy of your most recent 990 for USA-based companies or proof of Charity status for other Countries.

After you fill out the form do not upgrade the account to a paid version until our support team contacts you letting you know if the discount was approved or denied. If approved we will add the discount to your account and then when you sign up for service the 25% off will come off at the time of payment.