Plans, payment, and invoices

See your plan, pay for it, and get the paperwork your finance team needs.

When to use this. You need to change plan, fix a payment, or send an invoice to your finance team.

What you’ll need. Account ownership, or billing access granted by the owner.

See the plan you are on
Go to Account Management → Plans. This shows what the account is currently subscribed to and what each plan includes. Prices and limits are shown here rather than in this guide, so what you see is always current.
Change or start a plan
Choose the plan you want and complete checkout. Payment is taken by Stripe, so your card details go to Stripe and are never stored by Formbot.
Keep billing details current
Under Billing, set the billing details and payment method that appear on your paperwork. Update these before a renewal rather than after a failed payment.
Get your invoices
The payment log lists what has been charged and when, and is where you download invoices for expenses or accounts.
Ask for a quote if the plans do not fit
Use Request Quote for volumes or arrangements the listed plans do not cover. It asks for your name, organization, job title, country, and email, plus anything you want to explain — say what you actually need, because a specific request gets a specific answer.
Give a colleague billing access without ownership
Someone can be granted billing access without being made an account owner. Use that for a finance colleague who needs invoices but should not administer the workspace.

How to know it worked

Your plan and payment method are correct, and you can download the invoices you need.