Billing and Plans FAQ

This FAQ covers questions about NeedBridge plans, billing, payments, invoices, and tax receipts.

Where do I see my current plan and usage?

Go to Admin > Billing. You'll see your current plan, renewal date, and how much of your plan you're using (e.g. needs posted, volunteers, staff). You can also use the links there to update payment details or change plans.

See also: Billing & Usage

How do I upgrade or change my plan?

In Admin > Billing, use the option to change or upgrade your plan. Follow the steps on screen. If you don't see it, check that you have admin or billing access, or ask another admin in your organization.

See also: Billing & Usage

My payment failed. What should I do?

Update your payment method (e.g. card) in Admin > Billing and try again. If it still fails, the message on screen may explain why (e.g. card declined). You can also contact support for help.

See also: Billing & Usage

Where do I get tax receipts?

If your organization has tax receipts enabled, they're usually available in the admin area (e.g. Admin > Tax receipts or under Billing, depending on your setup). Use that section to view or download receipts. If you don't see it, your plan may not include it--check with your admin or support.

See also: Tax receipts

I can't see the Billing page. Why?

Billing is only visible to users with the right permissions (e.g. organization admins or roles that include billing access). If you expect to see it, ask an admin to check your role and permissions.

See also: Billing & Usage

Where do I get past invoices?

In Admin > Billing, look for a link or section to view or download past invoices. If you don't see it, refresh the page or check your email for invoice notifications. If you're missing an invoice, contact support and we can resend it.

See also: Billing & Usage