Table of Contents

Plan and Billing Settings

Billy Dowell Updated by Billy Dowell

Update plans and billing settings in Great Question

If you're looking to update your payment methods, add a new credit card on file, update your billing information, or download your Great Question receipts/invoices, this guide is for you.

Only Admins can manage billing and payment information.

Access Billing

  1. Navigate to your account settings.
  2. Select Billing from the options under the account name.
Updating Billing

As you scroll down, you'll be able to:

  • View and change your plan under Current Plan.
  • Add new/additional payment methods, or change/update your current payment method; which can be handy if you have multiple teams with different budgets running research. All under Payment Method.
  • Add billing information that will appear on your invoices and receipts, such as VAT IDs or tax numbers, under Billing Information.
  • View and download your GQ invoices, under Invoices.

Changing your plan

  1. Under Current Plan, click Choose a plan.
  2. Select the plan you want to use and save.
However, as always, it may be best to contact us first. Feel free to contact [email protected] to chat.

Adding payment methods

  1. Under Payment Method, click Add payment method.
  2. Fill out card information.
  3. Click Update card.

Removing payment methods

  1. Please reach out to us in the chat or at [email protected].

Generate an invoice to add more funds

  1. If you are on an Enterprise plan, and are an Admin, open the Incentives page.
  2. Click on Manage wallet in the top right.
  3. Select Create invoice... to add funds via an invoice that you submit to your finance team.
    1. An email will be sent to the account owner containing the invoice.

Updating billing information

  1. Under Billing Information, click Add information.
  2. Type in the information that you want to show on your invoice, or edit what is already there.
    1. Add any additional information to all of your receipts such as your VAT ID, full business name, and address.
  3. Click Save information.

Viewing and Saving Invoices

  1. While in the Billing page, invoices are displayed in a list, under the Invoices header.
  2. Click on the download icon in the Receipt column if you want to view and save a PDF copy.
Any other billing concerns, just reach out to [email protected].

Have Questions?

Please reach out to us in the chat or at [email protected]!

How did we do?

How to Add Team Members to Your Account