Updating your payment method or 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 receipts for your Forecast subscription.
Updating your credit card
- Go to Settings > Billing information.
- Next to Credit card, click Update card.
- 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
- Go to Settings > Billing information.
- Next to Billing address, click Update address.
- Enter your new billing address, then click Update address.
Updating your receipt recipient
- Go to Settings > Billing information.
- Next to Receipt recipient, click Update email.
- Enter the new email address, then click Update email.
Viewing past receipts
- Go to Settings > Billing information.
- Next to Next payment date, click See past receipts.
- From here you can resend a receipt to the recipient on file.
Switching from a monthly to a yearly subscription or vice versa
Please contact us directly via our contact form.