> ## Documentation Index
> Fetch the complete documentation index at: https://fillout.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Review your plan

> View and update your Fillout subscription plan, billing information, and invoices.

## How subscription plans work

Your subscription plan is **shared across your organization**, so everyone is automatically covered by the same plan. While all members use the same plan, admins can [customize each member's permissions](https://www.fillout.com/help/granular-permissions) to control their access and permissions.

Only organization admins can view and manage the subscription plan.

Fillout offers six plans: Free, Starter, Pro, Business, Team, and Enterprise. Click [here](https://www.fillout.com/pricing) to learn more about what each plan includes. Some paid plans may include a free trial.

> [!TIP]
>
> Fillout doesn't charge per seat, so you can invite your entire organization at no additional cost.

## Manage your subscription plan

You can click [here](https://app.zite.com/home/settings/billing) to directly access your plan.

Alternatively, click your **organization name** in the upper left corner of your dashboard followed by `Settings`, then navigate to `Billing & usage`.

![Billing & usage settings with the Zite and Fillout plans under Current plans](https://mintcdn.com/fillout-005a867b/HbNJ60XZwZTX-tcz/images/billing-usage-current-plans.png?fit=max\&auto=format\&n=HbNJ60XZwZTX-tcz\&q=85\&s=05d429fce91019c58b586b92ebfd0c89)

If you sign up for a Fillout plan, you’ll automatically get a **Free Zite plan**, which includes access to a Zite Database and more at no additional cost. View other inclusions [here](https://www.zite.com/pricing).

### Upgrade or downgrade your plan

If you're currently on a paid plan, your **Fillout** plan shows **Cancel** and **Modify**. Click **Modify** to change your plan.

![Current plans with a Fillout Starter plan showing Cancel and Modify, and the Payment section with View invoices and Update card](https://mintcdn.com/fillout-005a867b/ntZOB6iO-vURA6kS/images/billing-paid-plan-and-payment.png?fit=max\&auto=format\&n=ntZOB6iO-vURA6kS\&q=85\&s=6a6a209ec779b90369444e74351d1942)

In **Modify your Fillout plan**, pick another plan, or turn on **Billed annually** to see yearly prices.

![Modify your Fillout plan window with Starter as the current plan, Upgrade to Pro, Upgrade to Business, the Team plan and Zite Enterprise](https://mintcdn.com/fillout-005a867b/ntZOB6iO-vURA6kS/images/billing-modify-fillout-plan.png?fit=max\&auto=format\&n=ntZOB6iO-vURA6kS\&q=85\&s=ac82902505b640b495ff9e79caee07c3)

If you're on the Free plan, click **Upgrade** on your **Fillout** plan to see the paid plans. Choose a plan, click **Get started**, then review your order and continue to payment. If you have a discount code, see [Redeem a discount code](https://fillout.com/help/pricing-discounts.md#redeem-a-discount-code).

> [!NOTE]
>
> Fillout and Zite have separate subscription plans. Upgrading your Fillout plan doesn't automatically upgrade your Zite plan, and vice versa.

Your current plan remains active until the end of your billing cycle, whether you're on a monthly or annual subscription.

### Upgrading mid-cycle

If you upgrade your plan before your billing cycle ends, the upgrade takes effect **immediately**. You'll be charged a **prorated amount** for the remainder of your current billing cycle.

### **Payment methods**

The available payment methods depend on your plan.

* **Starter, Pro, Business, and Team:** Credit card only
* **Enterprise:** In addition to credit card payments, Enterprise customers can pay via wire transfers, purchase orders (POs), invoice payments, and ACH.

All subscriptions are billed in **USD**. If your payment method uses a different currency, the final amount charged will depend on your bank or card issuer's exchange rate.

> [!NOTE]
>
> If you're interested in an Enterprise plan, please reach out to our team [here](https://www.fillout.com/enterprise).

### Cancel your plan

To cancel your Fillout plan, follow [this guide](https://www.fillout.com/help/cancel-plan).

### Opt out of auto-upgrade

If you add a credit card during your Fillout forms trial, your account will automatically upgrade at the end of your trial unless you opt out.

To opt out, [downgrade to the Free plan](https://fillout.com/help/billing-and-payments.md#manage-your-subscription-plan) from the [**Billing & usage** page](https://app.zite.com/home/settings/billing) before your trial ends. You won't be charged if you opt out before the trial expires.

After your trial ends, your account will continue on the plan you've selected.

## Manage billing

On the [Billing & usage page](https://app.zite.com/home/settings/billing), click **View invoices** or **Update card** under **Payment**. Both open the billing portal, which shows your current subscription, your payment method, your billing information and your invoice history.

![Billing portal with Payment method, Billing information with Update information, and Invoice history](https://mintcdn.com/fillout-005a867b/ntZOB6iO-vURA6kS/images/billing-portal-invoices.png?fit=max\&auto=format\&n=ntZOB6iO-vURA6kS\&q=85\&s=b5fcf50d5fd6954dd17620166ab5354e)

### Change your payment method

In the billing portal, click **Add payment method** under **Payment method** and enter the new card.

To use the new card for your plan, click the **three dots**  next to it, then **Make default**. To remove a card, click **Delete** in the same menu. You can't delete the card your active plan uses, so make another card the default first.

![Payment method menu with Make default and Delete, and the message that a card used by an active plan can't be deleted](https://mintcdn.com/fillout-005a867b/ntZOB6iO-vURA6kS/images/billing-portal-payment-method-menu.png?fit=max\&auto=format\&n=ntZOB6iO-vURA6kS\&q=85\&s=f7d8c0311403f76f655fca579cdea82c)

### Download invoices

Click an invoice under **Invoice History**. It will open a new tab where you'll have the option to `Download invoice` and `Download receipt` if needed.

Fillout doesn't email invoices or receipts. Download them from the billing portal whenever you need them.

### Update billing information

By default, your billing information will follow the name and email registered to your account. You might want to update your billing details to your company name and email. Click **Update information** (under Email) to do so.

Here, you'll also be able to add a billing **Address** and **TAX IDs**. Be sure to click `Save` after making edits.

![Screenshot 2026 08 28 At 5 44 01 PM](https://mintcdn.com/fillout-005a867b/bsMSItcMuaKcTTXT/images/Screenshot-2026-08-28-at-5.44.01-PM.png?fit=max\&auto=format\&n=bsMSItcMuaKcTTXT\&q=85\&s=0baa1027fa91746f22c2d72898a01b36)

## Refunds

For information about refunds, please refer to our [Refund Policy](https://www.fillout.com/help/refund-policy).

## FAQs

> [accordion] If I cancel my Fillout plan, will it also cancel my Zite plan?
>
> No, Fillout and Zite have separate subscription plans, so canceling one won't affect the other.

> [accordion] When does a downgrade take effect?
>
> Downgrades take effect at the end of your billing cycle, and you won’t be charged afterward unless you upgrade again. Enterprise customers should contact their account manager or email [support@fillout.com](mailto:support@fillout.com).

> [accordion] How can I change or remove my payment method?
>
> Click **Update card** on the **Billing & usage** page, then **Add payment method** in the billing portal. To switch cards, click the **three dots** next to the new card and **Make default**. To remove a card, click **Delete**. The card your active plan uses can't be deleted until another card is the default.

> [accordion] What happens if my payment method expires?
>
> We'll automatically send you an email notification so you can update your payment information and complete the payment.

> [accordion] Can I switch between monthly and annual billing?
>
> You can switch from a monthly plan to an annual plan at any time. If you choose to switch at the end of your billing period, you're charged the full annual price on the switch day, and your year starts that day. If you're on an annual plan, you can switch to a monthly plan after your current annual subscription ends.

> [accordion] Why can't I see the billing & usage page?
>
> Currently, only organization admins can access billing.

> [accordion] Does Fillout charge sales tax?
>
> No. Fillout doesn’t currently charge sales tax on subscriptions, so your invoices don’t include it.

Still have questions?

Our team is happy to help. Start a live chat using the

chat bubble  in the bottom right, or email us at

[support@fillout.com](mailto:support@fillout.com)

[Contact us](mailto:support@fillout.com)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.