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

You can update your credit card information 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 on the Invoices tab in the sidebar. You'll see all your past payments listed in the table. Click View to open the invoice in a small pop-up window. Click 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 and 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. 

If you'd like to pay annually via check or PayPal, contact us and we'll send you an invoice to finish the payment process. 

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 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. 

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