Billing Information

Team members listed as a billing contact will have access to Causey's billing center on the Organization Settings page. With this section, you can manage and cancel your plan.

Access the Organization Settings page by selecting the drop-down menu in the top left corner. Select Settings.

Administrators set the billing contact in the All Team Members list on the Organization Settings page. A billing contact does not need to be an administrator. This contact should be the person in the organization who updates billing and payment information for the software subscription. 

If you pay via credit card, you can select the Manage Billing button in the Organization Billing section. In this section you can change your plan, update your billing address and payment details, etc.

By selecting Manage Billing, you'll be taken to a billing page that includes more details about your plan.

You can also view and update your billing information (email and address). 

View and pay your invoices in the Billing History section. Select the appropriate invoice. If a payment is due, enter a payment method to pay your invoice (payment methods can be saved for future use.) You can also download an invoice or receipt.

You can also cancel your plan by following the steps below:

Go to app.causey.app

1. Click "Strategy"

Navigate to the 'Strategy' subapp from the main dashboard to access your account settings.

2. Click "Settings"

Open the 'Settings' menu to manage your subscription preferences and billing details.

3. Click "Cancel Subscription"

To cancel your subsription, select the 'Cancel Subscription' option to initiate the cancellation process for your current plan.

4. Choose reason

Choose the reason for cancellation by selecting the appropriate option from the list provided.

5. Click "Anything you want to share (Optional)"

Optionally, provide additional feedback or comments in the text box to share your experience or reasons for cancellation. Enter a brief message explaining your situation or any relevant details to help the support team understand your cancellation.

6. Click "Cancel Subscription"

Confirm your decision by clicking the 'Cancel Subscription' button to proceed with ending your subscription.

7. Click "Cancel Subscription"

Finalize the cancellation by clicking the confirmation button when prompted to ensure your subscription is officially canceled.

This guide walked you through the steps to cancel your subscription, including providing feedback and confirming your cancellation to prevent service disruption. It also highlighted how to manage billing information and communicate with support if needed.