Viewing and updating your billing details

Billing requires View and Edit permissions.

Anyone with View and Edit permissions can manage most billing-related updates in the account’s Settings section. Here you can update your billing method and billing details such as your card on file, billing address, and receipt/invoice recipient, and access all of the invoices and receipts for your Forecast subscription.

Updating your credit card

  1. Go to Settings > Billing information.
  2. Next to Credit card, click Update card.
  3. Enter your new card information, then click Update.

Your subscription will be updated and your new card will be charged on your next renewal date.

Updating your billing address

  1. Go to Settings > Billing information.
  2. Next to Billing address, click Update address.
  3. Enter your new billing address, then click Update address.

Updating your receipt recipient

  1. Go to Settings > Billing information.
  2. Next to Receipt recipient, click Update email.
  3. Enter the new email address, then click Update email.

Viewing and downloading past invoices and receipts

  1. Go to Settings > Billing information.
  2. Next to Next payment date, click See billing history.
  3. Click View invoice / receipt for a payment. From there, you’ll be able to download the invoice and/or receipt as a PDF.

Switching from a monthly to a yearly subscription or vice versa

Please contact us directly via our contact form.

Still have questions? We’re happy to help!

Contact us