Updating billing details
Where
Settings → Billing & Plan. You need the Admin role.
Changing the card
Payment details are handled by Stripe. We never see or store a card number — the form you type it into is theirs, not ours.
Changing plan or term
Switch between Basic and Pro, or between billing terms, from the same screen. The calculator shows what the change costs before you confirm it.
Cancelling
Cancel yourself, from Settings, without emailing anybody. The account runs to the end of the period you have paid for — the screen says Cancels at end of period so there is no ambiguity about whether it worked — and you can export everything before then. See Exporting your data.
We would rather be easy to leave than hard to.
Invoices and receipts
Your own billing history is on the same screen.
Still need help?
Email Support@gofieldwizard.com and a person will answer — include your company name and, if it's about a particular form or job, its name.