Update an Organization's Billing Information

Step-by-step: How do I view or change my Organization's subscription plan or payment method?
Updated 5 days ago

Organization Administrators may change the Organization's subscription plan and payment card. Plans and their features are listed on the TaskTrain website pricing page.

  1. Press the Manage button (gear) next to the Organization's name in the Navigation pane.
  2. Open the Billing panel.
    Billing panel with the Plans and Payment sections
  3. In the Plans section:
    • Check the number of Members and Guests the subscription covers.
    • Choose a Term: Year or Month.
    • Choose a plan. Press Compare to compare the plans on the TaskTrain website.
  4. To change the payment card, press Change Card in the Payment section, then enter the Card Holder Name, Card Number, Expiration, CVC, and Postal Code.
  5. Press Update Billing to save your changes.

When a trial ends, the Billing panel shows "Choose a Plan" until a plan is selected.

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Overview

  1. Organizations Overview
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