Table of Contents

Plan and Billing Settings

Gina Romero Updated by Gina Romero

Billing

Learn how to manage your subscription, payment methods, seats, and invoices in one place.

Who this is for

This article is for Admins who manage organization-level billing, seat management, and payments in Great Question.

What is Billing?

The Billing section in Great Question is where you manage all payment-related details — from updating your plan and seats to downloading invoices. This central hub helps Admins maintain accurate financial records and ensure continuous access to platform features.

Why it matters

  • Maintain accurate payment and invoice records for compliance and internal reporting.
  • Prevent payment interruptions that could delay research incentives or study operations.
  • Manage multiple teams or departments efficiently by labeling different payment methods.
  • Manage seats in regard to additions and reductions.

How to Access Billing

  1. Click your profile name in the top-right corner.
  2. Select Settings.
  3. Under your workspace, click Billing.

Billing Page Overview

Your Billing page is divided into five sections:

1. Current Plan

See your current subscription (e.g., Self-service, Enterprise, etc.).

For Self-Service plans, you can:

  • Change your plan
  • Cancel your plan

For Enterprise plans, you won't be able to change or cancel your plan, you will need to contact your Customer Success Manager for further assistance.

2. Seats Management

Add or Remove Seats (Self-Service Plans Only)

To add seats:

  1. Go to Settings → Billing.
  2. Under Seats, click Add seat.
  3. Review the confirmation message showing the price change.
  4. Click Confirm to finalize.
  5. Assign the new seat to a user under your account.

To remove seats:

  1. Go to Settings → Billing.
  2. Under Seats, click Remove seat.
  3. Review the confirmation message showing the price decrease.
  4. Click Confirm to apply changes.
  5. A prorated credit will apply to your next charge.
3. Payment Methods

Manage cards used for subscriptions (Self-Service Plans) or incentive funding.

To add a payment method:

  1. Click Add payment method.
  2. Enter your credit card details.
  3. Click Add card.

To rename a payment method:

  1. Locate the card you want to rename.
  2. Click Rename.
  3. Enter a descriptive label (e.g., “UX Team Card”).
  4. Click Save.

To remove a payment method:

  1. Click Remove next to the card.
  2. Click Confirm.

You can only remove cards not tied to an active subscription. To remove your primary billing card, contact [email protected].

4. Billing Information

Add or edit company details that appear on invoices and receipts.

  1. Click Add information.
  2. Enter your business name, VAT ID, billing address and other details that are necessary.
  3. Click Save information.

Once saved, these details appear automatically on all future invoices.

5. Invoices

View, download, and track your payment history.

  • Each row shows: Date, Payment Method, Amount, and Receipt.
  • Click the download icon in the Receipt column to save a PDF copy.

Troubleshooting

Issue

What's Happening

How to Fix It

Can’t access Billing

You may not have Admin permissions or your session expired.

Log out, sign back in, and confirm your role as an Admin. Only Admins can access Billing.

Unable to add or remove seats

The plan may not support seat management or the changes didn’t save.

Verify your plan type under Billing → Current Plan. Refresh and try again, or contact Support if the button is disabled.

Payment method won’t remove

The selected card is tied to an active subscription.

Only non-primary cards can be removed. To replace your primary card, contact [email protected].

Invoice missing VAT or business details

The company info wasn’t filled in under Billing Information.

Go to Billing → Billing Information, add your business name, VAT ID, and address, then regenerate your invoice.

Invoice fails to download or load

Browser pop-up blocker or network timeout issue.

Refresh the page, disable pop-up blockers, or try a different browser.

Have Questions?

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

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