Invoices, payment method & the billing portal

Once you have an active subscription, all day-to-day billing tasks — updating your card, downloading invoices, and cancelling — happen in the billing portal, a secure page hosted by Stripe.

Only the company owner can open the billing portal.

Open the billing portal

1. Open your company settings and select the Billing tab.
2. In the Current Plan section, click Manage Billing Portal.
3. You'll be taken to Stripe's secure portal. When you're done, it returns you to your JellyForm settings.

The Manage Billing Portal button only appears once you're subscribed. If you're still on a trial, there's no billing account yet — see Upgrade your plan to get started.

What you can do in the portal

• Update your payment method — swap in a new card at any time. If a payment fails, this is the first thing to fix; upgrades are paused until a working payment method is on file.
• View and download invoices — every charge has an invoice you can download for your records or expense reports.
• Cancel your subscription — see Cancel your subscription & what happens to your data for what to expect.

Checking your plan and usage

The Billing tab itself shows everything at a glance without opening the portal: your current plan and monthly price, how many team members and boxes you're using against your plan's limits, and your submission count for the month. The Available Plans section below it lets you compare plans or switch at any time.

If something looks wrong

If a charge looks incorrect or an invoice is missing, email support@jellyform.com with your company name and we'll sort it out.