This article covers where to manage how you pay for Examply, and where to find past invoices for your records.
Only Owners and Admins can view or edit payment and tax details. If your card is about to expire or a charge fails, Examply emails the billing contact on file so you can update it before your workspace loses access to paid features.
Update your payment method
Go to Settings > Billing > Payment method.
Select Add payment method or Edit next to your current one.
Enter your card details, or choose ACH or invoicing if your plan supports it.
Select Save.
Payment method | Available on |
Credit or debit card | Free, Starter, Pro, Enterprise |
ACH bank transfer | Enterprise, annual billing only |
Invoice with net-30 terms | Enterprise, annual billing only |
View and download invoices
Go to Settings > Billing > Invoices.
Find the invoice by date.
Select Download PDF.
Invoices are also emailed automatically to the workspace's billing contact each time a payment is processed. Each invoice lists the billing period, the number of seats charged, the plan, and any proration from teammates added or removed mid-cycle.
Who can see billing information
Owners and Admins can view payment methods, invoices, and tax details, and can make changes to any of them. Members and Guests can't see the Billing section in Settings at all, so they won't see what your workspace pays or who's on which plan.
Tax and billing details
Add your company name, billing address, and tax ID so they appear correctly on every invoice.
Note: If you add or update a VAT or GST number, it only applies to invoices issued after the change — Examply doesn't retroactively reissue past invoices.
Go to Settings > Billing > Billing details.
Enter your company name, address, and tax ID.
Select Save.
Examply automatically calculates and applies sales tax, VAT, or GST based on your billing address where required. If your organization is tax-exempt, email a copy of your exemption certificate to support@examply.com and support will apply it to your account going forward.
Keep your billing address current even if you don't move offices often — it's what determines the tax rate applied to every invoice, and an outdated address is the most common cause of an incorrect tax line.
Tips
Need invoices sent to a shared inbox like accounts-payable? Add that address as the billing contact in Billing details.
Switching from card to ACH or invoicing? You'll need to be on annual billing and, for invoicing, on an Enterprise plan.
For a missing invoice or a billing dispute, contact support@examply.com.