Goal: View your invoices and make simple changes to your account billing.
Prerequisites: AskNicely Admin rights
View Your Account Information in AskNicely
This article will walk you through a few items that can be found in the Account section of your Settings page.
Note: These sections appear based on different factors in your account - not all sections will display to all customers. If you have questions about billing, please contact email@example.com.
Click Settings > Account to view your account options.
Click Plan to view which plan you’re on, and to have the option to request a call to change to a new plan.
Add-Ons (Not Visible on All Accounts)
For some accounts, you may see an option to view available add-ons and quickly purchase additional users. This page is not available for accounts with custom pricing or custom payment schedules. If you don’t see this link and need assistance, please reach out to your primary account contact or firstname.lastname@example.org and they can help.
You can view all your past and current invoices under the Invoices section.
Paid invoices will have a checkmark beside them. Invoices and credit notes will be labeled under the "DETAILS" column. Click Download PDF for a .PDF copy of your invoice.
If your invoice is past due (which of course we know yours won’t be!) the text will show up in red. If you see red, please get in touch with us to pay your outstanding balance.
To add or update your credit card, click on the Credit Card link.
If you already have a card on file, you’ll have the option to update or remove it. If not, your only option on this page will be to add one.
If you don’t see the Credit Card section, and would like to add a credit card, contact Billing at email@example.com.
Many folks would rather just talk to a person when it comes to billing, so if you have any questions about billing, please don't hesitate to contact our Billing team at firstname.lastname@example.org.