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Billing Change Request
Submit your request to Accounting for subscription/billing modifications. Incomplete submissions may require clarification.
Unfreeze
: for Inactive accounts reactivating to 1 or more active positions
Upgrade
: for Active accounts requesting 2 or more positions
Purchased Add-on
: for custom add-ons purchased
Downgrade
: for Accounts with 2 or more positions currently
Cancellation
: for accounts requesting to cancel
will be deprecated shortly and will be required to be submitted via customer ONLY - pending date to implement
Credit/Refund
: for account disputes requesting compensation
NOTE: we ONLY provide credits for accounts if approved for valid reasons - Refunds are NOT given to accounts except for extreme circumstances where fault is due to mismanagement (subject to account review)
IMPORTANT
:
Seasonal Freeze has been discontinued
- during times of inactivity, customers can downgrade to our non-managed
Base Plan
(
see pricing page for current pricing
)
Contacts Email
*
Copy/Paste the email address from your Contacts profile
(
Make sure Contact is associated with a Company
)
Billing Change Request Type
*
Please Select
🔁 Unfreeze
⬆️ Upgrade (not unfreeze)
💸 Purchased Add-on
⬇️ Downgrade (not freeze)
❌ Cancellation
💵 Credit/Refund
♻️ Returning Customer
Please provide a detailed explanation for your selection above (including any pricing discussed)
*
IMPORTANT:
Proper expectations must be set with the customer - you must explain that any credits (not refunds) will be discussed with the billing team on the upcoming Tuesday and will be addressed then.
Submit