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Billing ​

Manage your CauseVox subscription plans, payment methods, and view invoices.

Accessing Billing ​

  1. Go to Settings > Organization
  2. Click Billing in the sidebar

Note: Only organization owners can access billing settings.

Plans Tab ​

View and manage your subscription plan.

Current Plan ​

See your current plan details:

  • Plan name and features
  • Billing cycle (monthly/annual)
  • Next billing date

Changing Plans ​

  1. Review available plans
  2. Click Change Plan on your desired plan
  3. Confirm the change

Plan changes take effect:

  • Upgrades - Immediately
  • Downgrades - At next billing cycle

Plan Features ​

Different plans include different features:

  • Campaign limits
  • Transaction fees
  • Premium features (branding, advanced permissions, etc.)
  • Support levels

Payment Methods Tab ​

Manage the payment methods on file for your subscription.

Adding a Payment Method ​

  1. Click Add Payment Method
  2. Enter your card details
  3. Click Save

Updating Payment Methods ​

  1. Find the payment method
  2. Click Edit or Remove
  3. Update details or add a new method

Default Payment Method ​

The default payment method is used for subscription charges. To change:

  1. Add a new payment method
  2. Set it as default
  3. Optionally remove the old method

Invoices Tab ​

View and download your billing history.

Viewing Invoices ​

All invoices are listed with:

  • Invoice date
  • Amount
  • Payment status
  • Download link

Downloading Invoices ​

  1. Find the invoice
  2. Click the download icon
  3. Save the PDF for your records

Unified Fundraising + CRM