Table of Contents
Plan and Billing Settings
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
- Navigate to your account settings.
- 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.
- Review how many seats are available, and how many are being used, under Seats.
- Add new/additional payment methods, which can be handy if you have multiple teams with different budgets running research, 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 Great Question invoices (for funds added to the account via generated invoices), under Invoices.
Changing your plan
- Under Current Plan, click Choose a plan.
- 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
- Under Payment Method, click Add payment method.
- Fill out the card information.
- Once the information has been added, review the Save your info for secure 1-click checkout with Link option.
- Click Add card.
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Adding a label to your payment methods
- Under Payment Method, locate the card you want to update and click Rename.
- In the newly displayed field, type in the name/label that you would like applied.
- Click Save.
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Removing payment methods
- If you have more than one payment, you can remove all but the one used to cover the cost of your plan.
- If you need to remove the one that is for your plan, please reach out to us in the chat or at [email protected].
Removing a payment method CANNOT be undone. The payment method would need to be added again if it were removed by mistake.
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Generate an invoice to add more funds
If no incentives have ever been sent
- Admins for accounts on the Enterprise plan, open the Incentives page.
- Click on the Create an invoice button towards the bottom middle, or right, depending on screen size.
- Fill out the information in the modal that comes up.
- Click Create invoice.
- An email will be sent to the account owner containing the invoice.
- If you need this email sent to someone else, such as your finance team, please reach out to us in the chat or at [email protected].
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If incentives have been sent before
- Admins for accounts on the Enterprise plan, open the Incentives page.
- Click on Manage wallet in the top right.
- Select Create invoice...
- Fill out the information in the modal that comes up.
- Click Create invoice.
- An email will be sent to the account owner containing the invoice.
- If you need this email sent to someone else, such as your finance team, please reach out to us in the chat or at [email protected].
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Updating billing information
- Under Billing Information, click Add information.
- Type in the information that you want to show on your invoice, or edit what is already there.
- Add any additional information to all of your receipts such as your VAT ID, full business name, and address.
- Click Save information.
Viewing and Saving Invoices
- While in the Billing page, invoices are displayed in a list, under the Invoices header.
- 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]!