You can change your plan, add more profiles or advocates, update your billing details, and manage your payment method from Plan and Billing.
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Important Changes to your billing details only apply to future invoices. |
How to upgrade or downgrade your plan
1. Go to Settings → Plan and Billing.
2. On the Subscription tab, click Change next to Plan name, or click Change subscription. If you're on a free trial, click Upgrade and choose a plan.
3. In the Change subscription window, choose your plan and billing frequency (Monthly or Yearly), then click Continue.
4. Review your changes and click Confirm.
Upgrades are charged a prorated amount for the rest of your billing cycle. Downgrades take effect at the end of your billing term. See Refund policy.
How to add more profiles or advocates
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Note Adding more profiles is only available on the Scale and Enterprise plans. If you're on another plan, contact our support team. |
1. On the Subscription tab, click Change next to Plan details.
2. Use + and - under Profiles or Advocacy to set the new number, then click Continue.
3. Review your changes and click Confirm.
How to edit your billing details
Use this to change the name, email, address, or extra details (like your VAT number) that appear on your invoices.
1. Open the Billing details tab and click Change.
2. Make your changes. Add details like your VAT number, tax ID, or purchase order number in the notes field. Then click Update.
How to update your payment method or download invoices
Open the Payment method tab and click Change to go to the Vista Social billing page (powered by Stripe). For step-by-step instructions, see How to update your payment method and How to find & download invoices or receipts.
Frequently Asked Questions
Q: Can I add my VAT number or tax ID to my invoices?
A: Yes. Go to the Billing details tab, click Change, add your VAT number or tax ID in the notes field, and click Update.
Q: Will my updated billing details appear on past invoices?
A: No. Changes to your billing details only apply to future invoices.
Q: Where can I download my past invoices?
A: Open the Payment history tab in Plan and Billing. See How to find & download invoices or receipts.
Need help?
Reach out to our support team, and we are happy to help.
Related Reading:
How to update your payment method
How to find & download invoices or receipts
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