Payments and Invoices
As the Account Owner, you can change your Help Scout subscription and payment method at any time. Let's take a quick look at the Your Plan page. Only the account owner is able to access this page.
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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
If you need to print invoices, click on the Invoices tab in the sidebar. You'll see all your past (and pending) payments listed in the table. Clicking the View/Print Invoice link will open the invoice in a small pop-up window.
An invoice is also emailed each month to the Account Owner and Billing Contact when there is an amount due. If there is no amount due, the Account Owner will still be able to access that $0 invoice in app on the Invoices page.
Make an Annual Payment
If you're interested in paying for a full year, you can switch over to annual billing at any time.
Click the blue Switch to Annual button under the billing section.
Review the amount and click the Make an Annual Payment button. If you'd like to pay via check or PayPal, contact us and we'll send you an invoice to finish the payment process.
When paying annually by credit card, we also support auto-renewing annual billing. If auto-renew is enabled, your annual renewal will be charged automatically to the credit card on file when there isn't enough prepaid credit remaining on your account. By default, auto-renew will be enabled for any new annual payments made by credit card.
To enable auto-renew, head to the Your Plan page then toggle Auto-renew on.
If auto-renew is disabled and there isn't enough prepaid credits remaining on your account, you'll be charged for the total payable balance. Your next monthly payment will be charged to the credit card on file at your plan's regular monthly rate.
In the United States, Help Scout is required to collect sales tax on behalf of our customers. Sales tax eligibility varies by location and is based on legal nexus. In states where our product is considered taxable, Help Scout is required to collect and remit sales tax.
Your company's billing address is used to determine your sales tax rate. The amount of sales tax charged will be added as a separate line item to the Your Plan page and to your invoice.
Account Owners can update the billing address at any time by heading to Your Plan, then clicking 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. We're more than happy to help with exemption validation!
- The date that you filed the return that included your use tax paid
- The amount that was paid