Team admins can either update billing information, download invoices, or downgrade the Todoist Business plan. If you're an admin who needs to make these changes, here are the steps:
- Log in to your Todoist account at https://todoist.com.
- Click your team name in the sidebar.
- Click Settings at the top-right.
- Click Subscription under your team's name in the left-hand sidebar.
- Click Manage team billing.
From here, you've several options:
- Review when your Todoist Business plan will end, and how much your renewal's going to be.
- Click Add payment method to add a new payment method. Here's a list of supported payment methods.
- Click Update information to update your billing name and address.
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Click the invoice you need below the Invoice History section to download a copy.
If you upgraded to Todoist Business before March 2022, you can access any invoice created before this date right in the Subscription settings.
Warning
If your Business plan ends and there's no active payment method, the plan will cancel and revert to the Beginner plan. Your data is secured, but you'll lose access to Business features.
If you need to change the billing currency, you'll want to first cancel your Todoist Business plan. Then, start a new Business plan and select your preferred currency.
Invoices for the Business plan are sent exclusively to the admin who upgraded the team plan. If that person is no longer with the team, get in touch with us. We'll assign a new team admin to receive invoices for the plan.
If you’ve changed your billing address or VAT ID, you won’t be able to retroactively edit and apply these changes to past invoices. If you need an updated invoice, get in touch with us.
If you no longer need Todoist Business, here's how to downgrade to the Beginner plan:
- Log in to the Todoist account at https://todoist.com.
- Click your team name in the sidebar.
- Click Settings at the top-right.
- Click Subscription under your team's name in the left-hand sidebar.
- Click Manage team billing.
- Select Cancel plan.
If you've received credit for the remaining time of your Business plan, this isn't transferrable to another team. Check the refund policy if you're eligible for a refund.
If you're having trouble making changes to your Todoist Business plan, get in touch with us. We— Summer, Melis, Carol, and any of our other teammates—will sort this out for you.
