Subscription and billing

Managing subscription

Super Admins and Billing Admins can access an account’s subscription details by clicking Account administration > Subscription & billing. You can know the current status of your plan, the next payment date, and no. of user licenses that can be availed as part of your plan in this section.

You can also contact our support executives for any kind of account-related queries.

Note:
Any Super Admin or a Billing Admin can manage these settings. Learn more about roles in Kissflow.

Modifying billing information

1. Go to Account administration > Subscription & billing > Billing details to view or modify your billing address. You cannot access this section if your account was set up and a partner implemented the services.
2. Click Edit if you want to modify your billing address.
3. Modify your company’s name or address as necessary.

   

Note:
The Tax ID field is optional. A Tax ID (Tax Identification Number) is a unique tracking number that is required on all tax returns filed with the Internal Revenue Service (IRS).

Card details

Go to Account administration > Subscription & billing > Card details to view or update your card details. If your account was set up and a partner implemented the services, you cannot access this section. In this section, you can also troubleshoot problems with your payment because of card-related issues, if any.

However, this section will be visible only if you enable the online payment mode (i.e., Payment by credit card). If you are on an offline payment mode (i.e., Bank wire transfer), troubleshooting is done manually by Kissflow in the event of a payment failure.

The following is the sequence in which we handle a payment failure:

1. When a payment fails, we usually attempt the next day to see if it gets through.
2. If our attempt fails again, we make the next charging attempt three days after the original payment failure date.
3. If the payment doesn't get through the third time, we notify your account regarding the payment failure and request you review or update your card details as soon as possible.
   • Click Edit in the Card details section to update your card information.

     

   • In this case, we recommend you update your card details within 14 days from the original payment failure date. If you fail to update your card after receiving a notification about issues with your card, you will lose access to your Kissflow account. In this case, you have to contact our Customer Support team to get the issue resolved.

Note:

The changes you make to your card details will take some time to get reflected in Kissflow. You can refresh the page or check later to ensure your card is updated.

Invoice details

Go to Account administration > Subscription & billing > Invoice details to view or download your invoice. You cannot access this section if your account was set up and a partner implemented the services.