Billing and Contact Information Change

I can help you with that; here’s a message you can use: “I need to know when my subscription expires to ensure timely payment. I also want to update the contact information on my account to reflect Diane Pinate as the primary contact instead of Marisol Marin, as Marisol has not been with us since 2024. I have attempted to make this change myself but have been unsuccessful. Please update the account records accordingly and confirm once completed. Thank you.” If you’d like, I can help you tweak this further for a specific recipient (billing, support, etc.).

Hi Marisol,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Let me help you with that:

You can send a message like this to the appropriate team to request your subscription expiration date and update your contact information:

"I need to know when my subscription expires to ensure timely payment. I also want to update the contact information on my account to reflect Diane Pinate as the primary contact instead of Marisol Marin, as Marisol has not been with us since 2024. I have attempted to make this change myself but have been unsuccessful. Please update the account records accordingly and confirm once completed. Thank you."

If you want, I can help you tweak this message further for a specific recipient such as billing or support.

Let us know if you have any other questions.

Hi Marisol,

After checking, I saw that your next billing date is April 26, 2026. Regarding updating the primary contact information on this account, you can submit the request to change the email address of your account in our Account Recovery form, and our relevant team will review your request. Make sure to include all the necessary details for the team to verify the legitimacy of your request.

Regarding the account’s billing information, could you clarify what details you’d like to update so we can forward it to the relevant team?

Reach out again if there’s anything else we can help you with.

With regard to account billing, have you submitted an invoice for payment? If so, please provide the e-mail address of recipient.

Thank you,

Diane Piñate

Hi Diane,

The invoice for your account subscription can be accessed and downloaded directly from your account's Billing page. Let me show you how:

1. On your Workspace page, click on your Profile Image/Avatar on the top-right side of the screen.

2. Next, in the menu that opens, click on Settings.

3. Go to the Billing tab in the menu on the left side of the page.

4. Then, in the Billing Information section, click on Edit on its right side.

5. Finally, update your Tax ID, Company Name or Billing Address, and then click on Save.

For your request about the invoice recipient email, invoices are usually sent to the email address registered on the account. If you’d like to change the primary contact email or update who receives billing emails, you may need to submit a request through the Account Recovery form or update your account email address accordingly. Let me show you how:

1. On your Workspace page, click on your Avatar/Profile Image in the top-right corner of the screen.

2. In the Dropdown menu that comes up, click on your name. 

3. On the right side of the page, under the Email section, click on Edit.

4. Next, enter the new email address you want to use and click on Save. 

5. In the Confirmation window that opens, enter the Authentication Code sent to your new email and click on Verify.

Reach out again if there’s anything else we can help you with.