Payments and Invoices
The Account Owner can change your Help Scout subscription and payment method at any time at the Your Plan page. Only the account owner is able to access this page.
See User Roles and Permissions for more on roles, and Transfer Account Ownership if you need to change the owner.
This article will explain the billing information that is available in the Help Scout.
Note: All amounts shown are in U.S. Dollars (USD).
In this article
Update Payment Details
Update your credit card information on the Plan Overview page by clicking the Edit link to the right of your current card details. If you need to update the name or address that appear on the invoice, click the Edit link in the Contact Details section. The plan summary shows you how many User accounts you're paying for, and when your next automatic payment will be made.
View and Print Invoices
Click the Invoices tab in the sidebar where you'll see all your past payments listed in the table. Choose View to open the invoice in a pop-up window. Choose Download to download a PDF version to store or print.
An invoice is also sent via email each month to the Account Owner and Billing Contact when there is an amount due. The Account Owner will still be able to view or download an invoice that shows $0 due on the Invoices page.
Note: To add a Billing Contact email address, just head to Your Profile and enter an email address in the Billing Email field.
Make an Annual Payment
Make an annual pre-payment to take advantage of our annual discount. See Annual Payments for more information on how we handle those!
- 1
-
Click the blue Switch to Annual button under the billing section.
-
- 2
-
Review the amount and click the Make an Annual Payment button.
Alternate Payment Methods
Help Scout accounts with 10 or more users may opt to receive an invoice for annual prepayment in order to pay via check, wire transfer, or PayPal. Just reach out to our team with the following information:
- Your organization's billing address
- How many total users you'll have
- How many Docs sites total you need
- What add-ons (like additional mailboxes or HIPAA features) you need, if any
We ask that invoices be paid on receipt, as your account may become inactive after 30 days without payment.
Annual Auto-Renew
You can choose to have your annual payment automatically renew if you're paying by credit card. Your annual renewal will be charged automatically to the credit card on file when your previously paid credit runs out. Auto-renew is the default setting — toggle the switch off to return to monthly billing when your credits run out instead.
Head to Your Plan then toggle Auto-renew off to make that switch.
Sales Tax
Help Scout is required to collect sales tax on behalf of our customers in the United States based on our legal nexus. We collect sales tax automatically in those states.
Your company's billing address determines your sales tax rate, as shown in your plan overview and on your invoice.
Account Owners can update the billing address at any time. Just head to Your Plan, then click Edit in the Contact Details section.
Tax Exempt Organizations
Based on your location, some businesses and non-profit organizations may be exempt from paying sales tax. If your company is tax exempt, please send a copy of your state sales tax exemption certificate to our support team and we'll get things set for you.