Manage your subscription and invoices
On this page
Plan and Billing is your team’s billing page: the current plan and its billing date, the buttons to change or cancel the plan, the usage credit summary, the card on file, and every invoice and receipt.
Open Plan and Billing
Open the team menu and click Plan and Billing.
- On the Free plan, during the free trial before subscribing, or when there is no current subscription, it opens the plans page instead.
- Members without Billing management access on Team Members see “Request access from admin” and can ask the admin for access.
The page has three cards:
| Card | Shows | Buttons |
|---|---|---|
| Your current subscription | The plan, how it is billed (monthly or yearly), and the next billing date. On a monthly plan, a link to switch to yearly billing | Cancel Subscription, Change Plan |
| Usage credit | Your prepaid balance and whether auto-recharge is on | View usage, Add usage credit |
| Payment and Invoice | Invoices, receipts and payment methods | Invoices and receipts, Payment methods |
Who is billed
The subscription, the card and the invoices belong to the team owner’s account, whoever in the team clicks the buttons. Payment emails go to the team owner’s email address.
A member with Billing management access can subscribe, change or cancel the plan, update the card and download invoices for the team.
Change your plan
Click Change Plan to open the plans page, then choose a plan or switch between monthly and yearly billing. For what each plan includes, see the pricing page.
Cancel your plan
- Click Cancel Subscription.
- Click Cancel My Plan and confirm.
| When you cancel | What happens |
|---|---|
| After the free trial | The plan stays active until the end of the current billing period, with no further charges. On that date the team moves to the Free plan |
| During the free trial (subscribed but not yet charged) | The plan ends right away and the team returns to its free trial until the trial end date. Nothing is charged |
Cancelling does not delete anything: forms, submissions and settings stay.
To change your mind before the end date, click Change Plan, subscribe to a plan and confirm. The subscription then continues without an end date.
Update the card
Click Payment methods under Payment and Invoice. The secure billing page of our payment provider opens in a new tab, where you can change the card. The next renewal charges the new card.
Subscriptions are paid by card.
Download invoices and receipts
Click Invoices and receipts. The page lists every subscription payment and usage credit top-up for the whole history of the team, newest first. Subscription invoices have a Plan tag and an Invoice download (PDF). Usage credit top-ups and auto-recharges have a Credit tag and a Receipt download. An invoice that is still open is marked Unpaid.
Invoices for $0, for example during the trial, and cancelled invoices are not listed.
When a renewal payment fails
- The team owner gets “PlatoForms Reminder: Payment Failed, Action Needed”, with the reason from the bank, a link to pay that invoice, and a link to update the card.
- The charge is retried automatically over the next few days. Before the last attempt, the owner gets “PlatoForms Reminder: Membership Expiring Soon”.
- If no attempt succeeds, the subscription ends, the owner gets “PlatoForms Reminder: Membership Expired”, and the team moves to the Free plan within about an hour. Open invoices of the ended subscription are cancelled; to continue, subscribe again from the plans page.
If a payment succeeds at any point, the plan simply continues.
Paying one invoice from the email link does not change the card used for later renewals. Update the card under Payment methods too.
Subscribe again after the plan ended
A member with billing access opens Plan and Billing (it opens the plans page), picks a plan and checks out with a card.
Forms and workflows that were stopped when the paid plan or the trial ended are published again automatically within minutes, up to the plan’s published-form limit. Cloud drive uploads, payment connections and webhooks that were switched off come back on.
Troubleshooting
| Symptom | What to check | Fix |
|---|---|---|
| Plan and Billing opens the plans page | The plan in the team menu | You are on the Free plan, in the trial without a subscription, or the subscription ended: subscribe from the plans page |
| “Request access from admin” on Plan and Billing | Your access on Team Members | Ask the owner for Billing management |
| A payment fails every month although you paid by hand | Payment methods | Change the card on file |
| Nobody got the payment failure emails | The team owner’s email address | The emails go to the team owner, who may have left; change the owner’s email or the owner |
| The team is on Free although nobody cancelled | The “Payment Failed” and “Membership Expired” emails in the owner’s inbox | Subscribe again with a working card |
| The plan is still active after cancelling | “Your membership ends on” with a date | Expected: it ends at the end of the billing period |
Refunds cannot be requested in the app. Contact our support team.