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Account Management and Billing FAQ

Explore our FAQ for answers to the most common billing questions from GoFormz users.

Below you'll find answers to questions you might have regarding account billing and subscription management.

How do I update the email the address for where invoices and receipts are sent?

Your account invoices and receipts are delivered to the email address set as your Account billing email.

If you're an account admin, you'll update your Account Billing email address on the GoFormz web app. Access the User Profile menu in the upper right-hand corner and select Settings.

In the page's Accounts section, you'll find and manage your Account billing email.

How do I update my billing information?

To update your billing information, in the GoFormz web app open the User Profile drop-down menu in the upper right-hand corner and click Account Details. You'll navigate to the Settings page.

Here, you'll click Billing to navigate to the Billing page. On the Billing page you'll manage your billing address, payment method, account tier, and

How do I access my invoices?

On the GoFormz web app, access User Profile menu in the upper right-hand corner. Click any option to navigate to the My Profile and Account Details section. In the left-hand menu, click Billing to access the Billing page where you'll find your invoices.

How do I increase the number of user licenses available in my account? Add user licenses to your account on the GoFormz web app on the Billing page. Click the User Profile menu in the upper right-hand corner and select Account Details. You'll navigate to the Settings page. Next, click Billing. On the Billing page, you can determine your account's user quantityAlternatively, if purchasing additional licenses is not feasible, you can consider sharing a single user login among multiple people. Each license supports two concurrent mobile logins and one concurrent web login. However, this approach is not recommended as it may complicate tracking individual user activity. To mitigate this, you can add a form field (e.g., a drop-down) to capture the name of the person completing each form. Keep in mind that this workaround is not the intended use of GoFormz and may have operational limitations. and adjust the number of licenses to the desired count. Once updated, the additional licenses will be available for assignment to users. Note that if you are on an annual plan, any additional licenses added during the year will be billed at a pro-rated amount for the remainder of the term. If you need to reduce the number of user licenses, for example, at the time of renewal, navigate to the Billing section in your account settings. Adjust the number of licenses to the desired lower count and save your changes. This adjustment will take effect at the next billing cycle. Each active user in GoFormz requires a license. To support additional users, you must purchase one license per user. This ensures that every user has their own login credentials and access to the platform.ty.

When I try to add a new user to my account, why does it say "This user ID is already in use"?

GoFormz user ID’s are created using email addresses, which are unique to each user and can only exist in one GoFormz account at a time.

If you receive the message "This User ID is already in use", it means that the email address you're attempting to use is registered to another GoFormz account.

To resolve this issue you'll need to contact GoFormz support.

What are Pending Users?

On the Users and Groups page, pending user profile activations appear in both the Pending and All tabs.

The Invite Expiration row indicates when the corresponding user's invitation expires. Access the Actions menu (. . .) to resend a profile activation to your user.

Each user profile in your account occupies a single license - including pending users. Increase your subscription count in the Billing section with the Users option.

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