This article will help you:
- Update your billing information
- Retrieve invoices
- Cancel your account
To access your billing information, select Account Settings by logging in to Optimizely and clicking your account name in the top right corner.
There are three tabs accessible from Account Settings. The Account tab allows you to access your billing information.
Make sure to click Save Settings when you are finished making changes to your account settings.
From the Accounts tab, you can access billing information by clicking Plan & Billing. You'll notice an overview of your plan information, as well as a link to Change Billing Info.
From the Billing Info window, you can change the credit card associated with your account by clicking Edit in the Billing Information box.
You must be an administrator to access billing information.
The bottom section of the Billing window lists your invoices. View an invoice by clicking the number of the one you wish to see. If you prefer to download it, click PDF for that invoice. If you don’t see the invoices you’re looking for, you can access them all by clicking All Invoices.
Optimizely has a legal obligation to collect sales tax for some customers based upon their local jurisdiction and the product or service type being purchased. Optimizely will use the billing address for each account to determine applicable sales tax. Each of our services have been reviewed independently, and tax due is dependent on a number of different factors, including service type purchased, service address, applicable tax jurisdiction, and local tax laws.
Beginning on July 1st, 2015, applicable sales tax will be applied on a separate line item on invoices.
Optimizely will collect sales/use tax only for invoices generated after July 1st, 2015. All invoices from prior periods will not be affected regardless of the payment terms or billing frequency of your account.
If you believe you are exempt from sales/use tax, please email your appropriate exempt-sales certification to firstname.lastname@example.org.
Cancel an account
If you're on a free Starter plan, you can cancel your subscription at any time by clicking Cancel in the top section of the Billing window.
If you’re not looking to cancel your account, but rather to remove a collaborator from your account, see our article on Managing Collaborators.
If you’re not on a free starter plan, please contact your Customer Success Manager to discuss the terms of your contract.