Invoices from Pipedrive will be received by email, at the email address set by the Admin User when providing billing information. <figure><img src="https://kb-cms.pipedriveassets.com/contact.png" alt="contact.png" width="599" height="239" data-image="5pn5tl56wo3q"></figure>
 You can adjust this information by going to the <a href="/settings/billing">Billing </a>tab &gt; Billing contact email &gt; pencil icon, and providing an email address in the Contact portion of the form.

How will I receive my Pipedrive invoice?

When calculating the cost of your invoice, Pipedrive factors in two things:
<ul>
<li>The number of active seats in your Pipedrive company account</li>
<li>The subscription plan you are on (Essential, Advanced, Professional, or Enterprise, billed monthly or annually)</li>
</ul>
 Annual subscriptions are paid upfront for the entire year and come with a discount. For more information about pricing and the difference between monthly and annual billing, you can look at <a href="https://support.pipedrive.com/hc/en/articles/360000860925" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000860925">this article</a> and our <a href="https://www.pipedrive.com/en/pricing" target="_blank">pricing page</a>. 
<h2>Essential plan for 1 year, 5 users</h2>
Billed annually 5 users x $12.50 per user x 12 months = $750.00 per year, paid upfront at the beginning of the year.
Billed monthly 5 users x $15 per user x 12 months = $900.00 per year, payment charged at the beginning of each month. 

<h2>Advanced plan for 1 year, 5 users </h2>
Billed annually 5 users x $24.90 per user per month x 12 months = $1494.00 per year, charged once at the beginning of the year.
Billed monthly 5 users x $29 per user per month x 12 months = $1740.00 per year, payment charged at the beginning of each month.

How is the subscription cost of the Pipedrive invoice calculated?

Taxamo is Pipedrive's official partner in certain countries.
If you see 'Taxamo' on your invoice, this means you are in one of the selected Taxamo regions. We will ask you to confirm your country of residence when you enter your billing address in order to verify your Taxamo region. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-09-09_at_6.04.32_PM.png" alt="Screen_Shot_2019-09-09_at_6.04.32_PM.png" width="600" height="311" data-image="14ny4h4pffty"></figure>
 You will also see Taxamo, rather than Pipedrive, as the provider of the invoice when looking at your invoices. To see your invoices, you can go to <a href="https://pipejenny.pipedrive.com/settings/subscription" target="_blank">Billing &gt; Invoices</a>. 
<div class="support-note success primary">Note: This action is only available to Admin users. </div>

Why do my invoices say 'Taxamo'?

<div class="support-note primary">
Note: This action is only available to admin users 
</div>
 Depending on your country's billing address you have the possibility to enter your tax ID to reflect on your invoices. To add or update your tax ID in your account, go to your <a href="/settings/billing">Billing</a> tab and select the pencil icon in the Billing details section.
Scroll down to the Address section and fill in the tax number field that appears there. 

<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%202.29.43%20PM_2021-03-31-164323.png" data-image="13346"></figure>
 
<div class="support-note primary">
Note: Keep in mind that you cannot change your VAT, ABN, or GST number retroactively for previous Pipedrive invoices. 
</div>
<hr>
 European:
If you have a European billing address, you will have the possibility to add your VAT number.
<figure><img src="https://kb-cms.pipedriveassets.com/VAT2.png" alt="VAT2.png" width="599" height="314" data-image="v3jokv6cs05x"></figure>
 
<hr>
 Australian:
If you have an Australian billing address, you will have the possibility to add your ABN.
<figure><img src="https://kb-cms.pipedriveassets.com/VAT3.png" alt="VAT3.png" width="601" height="315" data-image="5viujjacqmm3"></figure>
<hr>
 Other:
In some other countries such as Norway, Turkey, Taiwan, South Korea, Belarus, Singapore, and New Zealand, you will also have the possibility to add your tax ID number to your account.
<figure><img src="https://kb-cms.pipedriveassets.com/VAT_4.png" alt="VAT_4.png" width="599" height="314" data-image="59gnnmmoonof"></figure>
 
 If your VAT or ABN number is not being accepted but you have checked it against official records (<a href="http://ec.europa.eu/taxation_customs/vies/" target="_blank">VAT</a> check and <a href="http://abr.business.gov.au/" target="_blank">ABN</a> check), please <a href="https://support.pipedrive.com/hc/en/articles/115005875565" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">contact support</a> for further assistance.

Adding my VAT, ABN, or GST number to Pipedrive

<div class="support-note primary">
Note: This action is only available to Admin Users.</div>
To view any past invoices in the company Pipedrive account, go to your <a href="/settings/billing">Billing</a> tab, and select Invoice history in the top right corner of your billing page.
<figure style="max-width: 362px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%201.49.47%20PM.png" data-image="12663" width="362" height="288"></figure>
<div class="support-note primary">Note: The information displayed on past invoices can not be changed. Any changes made to your billing information will be reflected on all future invoices. </div>

How can I view my past Pipedrive invoices?

The vendor name that appears on the Pipedrive invoice will depend on the currency your company account is using to pay for its subscription.&nbsp; Companies paying in USD will have PIPEDRIVE INC appear as the vendor name. Companies paying in EUR will have PIPEDRIVE OU&nbsp;appear as the vendor name. Companies paying in GBP will have PIPEDRIVE UK LTD appear as the vendor name. For information on what payment methods are accepted in Pipedrive, click <a href="https://support.pipedrive.com/hc/en/articles/115005023745" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005023745">here</a>.&nbsp;

What vendor name will appear on my bank statements?

As a subscription service, Pipedrive invoices are automatically paid the moment they are generated, using the billing information set for that company Pipedrive account. If payment cannot be made using that billing information, the Admin User will be informed, and new billing information will need to be provided in order to prevent interruption of the Pipedrive service.&nbsp;

When does my Pipedrive invoice need to be paid by?

When an invoice in Pipedrive has been marked as past-due — meaning that Pipedrive has not been able to collect payment on it using the provided billing information — it has certain effects on the Pipedrive account in question. Since Pipedrive is a subscription-based service, access to Pipedrive is dependent on the timely payment of the company invoice. However, we recognize that issues occasionally arise with banks or with sorting out new billing information, so there is a grace period of thirty days to allow you to sort out any issues before you need to worry about interruption of your Pipedrive service. If issues cannot be sorted out in the timeframe, the Pipedrive service will be suspended. Don't worry, though — providing new valid billing information will restore access to your Pipedrive account and allow you to continue on with your business.

What happens when my Pipedrive invoice is marked as past-due?

It is not possible to edit the content of any Pipedrive invoices retroactively. Any changes made to billing information will be shown on any invoices generated after those changes have been applied in Pipedrive.&nbsp;

Can I change the information in a past Pipedrive invoice?

Invoices

<div class="support-note primary">
Note: Adding and updating billing information can only be done by admin users.
</div>
 If you receive any errors when adding your billing details, the first thing that you should do is go through all of the details added to make sure they are correct. Before following the steps in this article, we recommend first following our <a href="https://support.pipedrive.com/hc/en/articles/360001632298-Troubleshooting-the-Pipedrive-Web-App" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001632298">general troubleshooting guide,</a> to rule out any cache or browser-related issues. 
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Unable to add billing details to your trial account</a>
<a href="#C2IamCs">2: Unable to add your VAT ID (Europe)</a>
<a href="#C3IamCs">3: Editing your subscription</a>
<a href="#C4IamCs">4: Not receiving billing emails</a>
</div>
<a name="C1IamCs"></a>
<hr>
<h2> Unable to add billing details to your trial account
</h2>
When you are in a trial, you can add your billing details at any time to start paying for your subscription as soon as the trial has ended. If you receive an error when adding your billing details, read through the following points to help you to troubleshoot any issues.
<figure><img src="https://kb-cms.pipedriveassets.com/CS_bill.png" alt="CS_bill.png" width="505" height="91" data-image="hhtadisi42ud"></figure>
 Location Validation 
Location validation is one potential cause of the error that you are receiving. We check Location Validation for any taxable region to determine the correct rate at which to apply the tax.
Location validation looks to find a match between the billing country provided in your billing address and a second piece of location evidence being:
<ul>
<li>The IP address the billing details were added from</li>
<li>The BIN (Bank Identification Number) of the credit card provided. </li>
</ul>
 If your billing details do not match these criteria, you will not be able to add your details to Pipedrive.
 Declined transactions
Declined transactions are another potential cause of errors you may receive when adding your billing details. In this case, we advise you to contact your card issuing bank to find out why the transaction has been declined and to see if they can prevent the transaction from being blocked.
Alternatively, you can also try to add your details with another credit or debit card.
<a name="C2IamCs"></a>
<hr>
<h2>Unable to add your VAT ID (Europe)</h2>
If you are unable to add your VAT ID to your account billing details, the first thing you should do is check if your VAT ID is valid. 

<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-04-08_at_13.14.59.png" alt="Screenshot_2020-04-08_at_13.14.59.png" width="544" height="81" data-image="rszt96njs20h"></figure>


To check if your VAT ID is valid you should follow these steps:
<ul>
<li>Navigate to the <a href="http://ec.europa.eu/taxation_customs/vies/" target="_blank">VIES website for validating VAT numbers</a>.</li>
<li>Select the member state (country) in the first field.</li>
<li>Provide the remaining digits of the VAT number in the VAT number field.</li>
<li>Select Verify.</li>
</ul>
 You will then see if your VAT ID is valid or invalid.
 Invalid response
One possible error you may receive is that the maximum requests for this state has been reached. Unfortunately, this is a limit on the VIES system. In this case please wait a few hours and try to add your VAT ID again.
If your VAT appears as invalid, you should then contact your local tax authority for more information. You can get the relevant contact details through the <a href="http://ec.europa.eu/taxation_customs/vies/" target="_blank">VIES website</a>. 
Valid response
If your VAT appears as valid but you are still unable to add it to Pipedrive, we recommend that you remove any formatting (dashes, hyphens, forward-slashes), and try to add your VAT ID again with different formats (with spacing, without spacing, etc.). 
<a name="C3IamCs"></a>
<hr>
<h2> Editing your Subscription </h2>
You may also receive errors when managing your subscription. For example, if you:
<ul>
<li>Add users to your account.</li>
<li>Upgrade your subscription plan.</li>
<li>Add a paid add-on such as <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">LeadBooster</a>.</li>
<li>Purchase <a href="https://support.pipedrive.com/hc/en/articles/360001990917-Caller-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001990917">Caller</a> Top Ups.</li>
</ul>
 Firstly, you should follow our general <a href="https://support.pipedrive.com/hc/en/articles/360001632298-Troubleshooting-the-Pipedrive-Web-App" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001632298">troubleshooting guide,</a> as well as checking your billing information to make sure it is all up to date and valid.
Errors received when making these changes are usually due to an overdue invoice, or else a declined transaction. Check that your most recent invoices have been paid, and if they have not, you will need to pay your unpaid invoices before editing your subscription. You can check how to view your past invoices <a href="https://support.pipedrive.com/hc/en/articles/115005023605-How-can-I-view-my-past-Pipedrive-invoices-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005023605">here</a>. If the transaction is declined, please contact your card issuing bank for more information.
After following these steps, if you are still receiving an error, you should then <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">reach out to our support</a> team for further assistance.
<hr>
<a name="C4IamCs"></a>
<h2>Not receiving billing emails</h2>
All of your invoices are sent to the email address added to your contact information under 'Billing details.' If you notice that you are not receiving your billing emails, you should first check your billing information to ensure that your billing email address is correct. This can be accessed by navigating to your <a href="/settings/subscription">Billing</a> tab and selecting the pencil icon in the 'Billing details' section.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%202.29.43%20PM_2021-03-31-164323.png" data-image="13346"></figure>
If the billing email address is correct, you should then check your junk/spam folder to make sure that the email has not arrived there.
If you still have not received the email, please <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">contact support</a> for further assistance.

Billing Troubleshooting

<div class="support-note primary">
Note: Only admin users can remove seats.</div>
 If you do not plan on replacing a deactivated user, we recommend removing that user's seat so your subscription is updated with the correct seat count. 
When deactivating a user, you will see a summary of all items owned by that user, as well as a reminder to <a href="https://support.pipedrive.com/hc/en/articles/360006418457-Viewing-and-reassigning-the-data-of-a-deactivated-user" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360006418457">reassign their data</a> if you would like to. There is also a checkbox under Update Billing, which will remove that user's seat from your subscription immediately if selected.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-02_at_11.17.27.png" alt="Screenshot_2020-09-02_at_11.17.27.png" width="500" height="438" data-image="ep0hc8ikjt9n"></figure>
If you would like to remove this seat at a later time, you will need to go to the <a href="https://app.pipedrive.com/settings/subscription" target="_blank" data-type="zendeskArticle" data-language="en">Billing overview</a>. In your billing overview, you will see your user count, as well as your current subscription cost and your current plan. Under the cost of your current plan, you also have the option to Manage seats.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%202.32.56%20PM.png" data-image="12692"></figure>
You can read more about what happens to your billing when you deactivate a user in Pipedrive <a href="https://support.pipedrive.com/hc/en/articles/115005426009-What-happens-to-my-billing-when-I-deactivate-a-user-in-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005426009">in this article</a>.

How can I remove seats?

<div class="support-note primary">
Note: Adding or updating payment information can only be done by Admin users.
</div>
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Payment methods</a>
<a href="#C2IamCs">2: Currencies</a>
<a href="#C3IamCs">3: Changing your payment method</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a>Payment Methods
</h2>
<div class="support-note primary">Note: Your payment options may depend on your location.</div>
You can pay for Pipedrive using a credit card, debit card, or through a valid Paypal account. Users in Brazil can pay with a local credit card. 
To start paying for Pipedrive, go to <a href="/settings/billing">Billing</a> &gt; Billing details, and click the pencil icon. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%202.29.43%20PM_2021-03-31-164323.png" data-image="13346"></figure>
 Paying with a credit or debit card
In US dollars or Euro, we accept payment through all major credit cards, including Visa, MasterCard, American Express, Discover, and JCB. Customers with a billing address in North America can also pay with Diner's Club credit cards.
In British pounds, we accept payment through all major credit cards, including Visa, MasterCard, American Express, Discover, Diner's Club, and JCB.
Pipedrive also accepts major debit cards as a payment method. 
Paying with Paypal
<div class="support-note primary">
Note: It is not currently possible for UK customers to pay using Paypal.</div>
 To pay for Pipedrive using PayPal, you will first require a PayPal account. If you don't have a PayPal account, go to <a href="https://www.paypal.com/us/home" target="_blank">PayPal</a> to sign up for free. If you already have a PayPal account, follow the directions below:
Under Payment method, select PayPal and click Check out with PayPal. You will then be directed to Pipedrive's PayPal checkout in a new tab. Log in to your PayPal account and select Agree and continue. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-04-01_at_19.57.50__1_.png" alt="Screenshot_2020-04-01_at_19.57.50__1_.png" width="600" height="224" data-image="qq1jjojd19vb"></figure>
Once you've completed the checkout flow, you will be taken back to your billing details page in Pipedrive with a success message showing your selected plan and the date of the first collection. A preapproved payment will be created in your PayPal account for collection on a recurring subscription.
Paying with A Local Credit Card (Brazil) 
Brazilian customers can pay for Pipedrive with local credit cards. You can learn more about this method in <a href="https://support.pipedrive.com/hc/en/articles/360008950077" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360008950077">this article</a>. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-26_at_3.54.17_PM.png" alt="Screen_Shot_2020-05-26_at_3.54.17_PM.png" width="907" height="710" data-image="02ex2l91irzy"></figure>
 
<hr>
<a name="C2IamCs"></a>
<h2>Currencies</h2>
The currency for paying your Pipedrive invoice is determined by your location. The currencies available are US dollars, British pounds, and Euros.
Pipedrive customers based in all European countries (excluding the UK) and in Russia are charged in Euro, with UK customers being charged in British pounds. Pipedrive customers in all other locations are charged in US dollars. 
<hr>
<a name="C3IamCs"></a>
<h2>Changing my payment method</h2>
Your payment method can be updated by going to your Billing tab and selecting the pencil icon in the Billing details section. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%202.29.43%20PM_2021-03-31-164323.png" data-image="13346"></figure>

What are the accepted payment methods for Pipedrive?

<div class="support-note primary">
Note: This action is only available to Admin Users.</div>
 Your Billing address, Payment method, and Billing contact can all be updated from the 'Billing details' section, accessed by navigating to your <a href="/settings/subscription">Billing</a> tab and selecting the pencil icon in the 'Billing details' section.

<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%202.29.43%20PM_2021-03-31-164323.png" data-image="13346"></figure>
 Once the updated information has been provided, click the Confirm Billing Details button to save your information.

How can I update my billing details in Pipedrive?

When you <a href="https://support.pipedrive.com/hc/en/articles/115005422805" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005422805">deactivate a user</a>, you will have the option to remove that unused seat in the Billing Overview page. 
<figure><img src="https://kb-cms.pipedriveassets.com/Billing_overview.png" alt="Billing_overview.png" data-image="yg4wlzzguh55"></figure>
<ul>
<li>
If you remove this unused seat, the changes will take effect in your billing the beginning of your next billing cycle. If you fill the seats with new users before this date, the seats won't be removed.</li>
<li>
If you do not remove this unused seat, the seat will still exist in your account and billing remains unchanged.</li>
</ul>
 If you want to remove seats from your account after deactivating users in the past, go to your billing section and select Manage seats.<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%202.32.56%20PM.png" data-image="12692"></figure>

What happens to my billing when I deactivate a user in Pipedrive?

If you live in Brazil, you will be able to pay for Pipedrive with a local credit card as well as Paypal and international credit card. 
<div class="support-sections">
Sections
<a href="#C1IamCs">1. Entering your local credit card information</a>
<a href="#C2IamCs">2. Error messages</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a>Entering your local credit card information </h2>
To enter your local credit card information, go to your <a href="/settings/subscription">Billing tab</a> and click on Manage subscription. <figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%203.08.08%20PM.png" data-image="12711"></figure>

You can enter the relevant billing details under the contact and address sections. The option to pay with a local credit card will appear once you select Brazil as the country under your billing address. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-05-26_at_3.54.17_PM.png" alt="Screen_Shot_2020-05-26_at_3.54.17_PM.png" width="1104" height="864" data-image="sx2shw5j26oe"></figure>
<ul>
<li>
ID (CPF or CNPJ)— Cadastro Nacional da Pessoa Jurídica or Cadastro de Pessoas Físicas. </li>
<li>
Phone number with area code— This will identify your geographic region.</li>
<li>
Name on the card— The first and last name of the cardholder. </li>
<li>
Credit card number— The long set of digits on your card. </li>
<li>
Card expiration date— Four digit expiration date. </li>
<li>
CVV— A three or four digit security code usually found on the back of your card. </li>
</ul>
Click on Review purchase to confirm your billing details. The payment may take up to 5 hours to process.
If you are still on trial, you will be charged when your trial ends. 
<hr>
<h2>
<a name="C2IamCs"></a>Error messages </h2>
$3000/month limit exceeded 
As per Brazil's Federal law, you will have a limit of $3000 USD a month for transfers to international companies on your local credit card. If your payment causes you to surpass this amount, you will receive an error message. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-05-27_at_16.00.31.png" alt="Screenshot_2020-05-27_at_16.00.31.png" width="907" height="385" data-image="v3a81r8eucbe"></figure>
 Open invoice 
If you are already a paying Pipedrive customer and have an open invoice, you will not be able to switch to paying with an alternative payment method (e.g. International credit card or Paypal) until that invoice is paid. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-05-27_at_15.29.26.png" alt="Screenshot_2020-05-27_at_15.29.26.png" width="997" height="524" data-image="grsgrncohnkv"></figure>
To pay this overdue invoice, you can go to your billing page and click on Pay invoice to force the payment.
<figure><img src="https://kb-cms.pipedriveassets.com/error3.png" alt="error3.png" width="499" height="221" data-image="cb7q003cak6q"></figure>
Other errors 
Other errors can be due to various reasons including insufficient funds, invalid card or card type, or a poor connection.
We recommend first trying to re-enter your billing details to rule out any connection errors, and reaching out to our <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">support team</a> if you need further assistance.

Paying for Pipedrive with a Local Credit Card (Brazil)

<div class="support-note primary">
Note: This action is only available to Admin Users.</div>
 An admin user of a Pipedrive company account can opt to switch between the <a href="https://www.pipedrive.com/en/pricing" target="_blank">Essential, Advanced, or Professional plan</a> at any point in the billing cycle. 
When changing between subscription plans, the time the change takes effect will depend on whether you are upgrading or downgrading plans. 
<hr>
<h2>Upgrading plans</h2>
If you are upgrading plans, the new plan will apply immediately and you will receive a credit note and an invoice. The credit note will be for the balance remaining in the current period of the original plan. You will then receive an invoice charging for the new plan for the remainder of the billing cycle. The balance of the credit note will be applied fully to the invoice for your new plan.
Example:
A user on the Advanced plan billed monthly switches to the Professional plan halfway through the billing cycle. 
<ul>
<li>
Credit note: A credit note for the remaining time (2 weeks) in the monthly cycle for the Advanced plan.</li>
<li>
Invoice: An invoice for the Professional plan for the remaining time (2 weeks) in the billing cycle. The balance of the credit note will be applied as payment to partially pay this invoice.
</li>
</ul>
<hr>
<h2>Downgrading plans</h2>
If you are downgrading plans, the changes will take effect at the beginning of the next billing cycle, when the next renewal invoice is issued. Further subscription changes made before the end of the current billing cycle may override the scheduled one.
Example:
<ul>
<li>A user on the Professional plan billed monthly switches to the Advanced plan halfway through the billing cycle. </li>
<li>The user will be on the Professional plan for the rest of the billing cycle and be charged for the new plan at the beginning of the new cycle. </li>
</ul>
 While the change is pending, you will see a banner at the top of your <a href="/settings/subscription">Billing Overview</a> page specifying the scheduled update.<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%202.32.56%20PM.png" data-image="12692"></figure>

What happens to my billing when I change my Pipedrive subscription plan?

If your issuing bank is in the EEA, you will be required to go through another layer of authentication when you enter your billing details. This is due to a new European regulatory requirement that went into effect on September 14, 2019, designed to make online payments more secure.&nbsp;
When you reach the 'confirm' step while <a href="https://support.pipedrive.com/hc/en/articles/115005024525-How-can-I-update-my-billing-details-in-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005024525">updating</a> or <a href="https://support.pipedrive.com/hc/en/articles/360001876158-How-can-I-start-paying-for-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001876158">entering</a> your billing information for your Pipedrive account, you may be prompted to complete a step of verification as requested by the financial institution that has issued your card.&nbsp;
This 3D Secure (3DS) authentication process is handled by the financial institution that has issued your card. If you are having issues authenticating your payment, we recommend reaching out to your financial institution directly for further assistance.&nbsp;

Why am I required to complete the 'Pipedrive - 3D Secure Payment Authentication' to confirm my purchase?

Admin Users can access billing information by going to the&nbsp;<a href="/settings/billing">Billing</a> tab. Other users in the Pipedrive account do not have access to this page.&nbsp; Otherwise, billing information — including invoices — will also be sent via email to the email address provided in the 'Contact Email Address' field in the Update Billing page in the Pipedrive app, also found by going to the&nbsp;<a href="/settings/billing">Billing</a> tab.

Who can access the billing information on my Pipedrive account?

When you invite a user to join your Pipedrive account, that new user will occupy a seat in your Pipedrive account. If you would like to learn more about the difference between a billed seat and a Pipedrive user, click&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115005425989" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005425989">here.</a>
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-11-19_at_5.11.08_PM.png" alt="Screen_Shot_2019-11-19_at_5.11.08_PM.png" width="700" height="306">
<ul>
<li>
If you already have an open seat in your account, then that&nbsp;user will occupy that open seat.&nbsp; In this case, nothing in the account's billing information will change.</li>
<li>
If you do not have an open seat in your account, adding a user will increase the billed seat-count in your subscription. This means you will be billed immediately after the seat has been added to your account. The charge you see will be a prorated charge reflecting the time remaining in your current subscription cycle.&nbsp;</li>
</ul>
 For example, if your monthly Advanced plan&nbsp;($29 per seat, per month) billing cycle started on November 1st, and you add a second seat on November 15th, you will be charged $14.50 on November 15th, for the two weeks left of the current cycle for your second seat. On December 1st, you will be billed the total amount ($29 x 2 = $58) for two users on the monthly Advanced plan.
For more information on pricing, take a look at our <a href="https://www.pipedrive.com/en/pricing" target="_blank">pricing page</a>.&nbsp;

What happens to my billing when I add a user in Pipedrive?

<div class="support-note primary">
Note:&nbsp;This action is only available to Admin Users.</div>
 An admin user of a Pipedrive company account can opt to change between paying on a&nbsp;<a href="https://www.pipedrive.com/en/pricing" target="_blank">monthly cycle or an annual cycle</a>&nbsp;at any point in the billing cycle.&nbsp;
The change will take effect at the beginning of the next billing cycle. The new invoice will also be issued at the beginning of the next billing cycle, when the next renewal invoice is issued. Further subscription changes made before the end of the current billing cycle may override the scheduled billing frequency change.&nbsp;

<hr>
<h2>Monthly to Annual</h2>
If you change from Monthly to Annual billing, the changes will take effect at the beginning of the next billing cycle.&nbsp;
Example:&nbsp;
<ul>
<li>
A user is on a monthly billing cycle that renewed on January 1 and switches from monthly billing to annual billing on January 15.
</li>
<li>The user will be on the monthly billing cycle for the rest of the billing period, and be charged for the annual billing subscription on February 1. </li>
</ul>
 While the change is pending, you will see a banner at the top of your <a href="https://support.pipedrive.com/hc/en/articles/360004115918" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360004115918">Billing Overview</a> page specifying the scheduled update.

<hr>
<h2>Annual to monthly&nbsp;</h2>
If you change from Annual to Monthly billing, the changes will take effect from the next renewal date.&nbsp;
Example:
<ul>
<li>
A user is on an annual billing plan that renewed on January 1 and switches to monthly billing on June 30.&nbsp;
</li>
<li>The user will keep the annual billing cycle with the associated discount for the rest of the billing period, and be charged for the monthly billing subscription on January 1 (of the following year).</li>
</ul>
 While this change is pending, you will see a banner at the top of your <a href="/settings/subscription">Billing Overview</a> page specifying the scheduled update.

What happens to my billing when I change my billing frequency?

If your card issuing bank is in the *EU, **EEA, or ***CTC, you may be required to go through an additional step of authentication when you enter your card details or make modifications to your account and subscriptions with us. This is due to the PSD2 Strong Customer Authentication (SCA), a new European regulatory requirement that comes into effect on December 31, 2020, designed to make online payments more secure.&nbsp;
<div class="support-sections">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Sections
<a href="#C1IamCs">1: What is PSD2 and SCA?</a>
<a href="#C2IamCs">2: How does this affect paying for my Pipedrive subscription? </a>
<a href="#C3IamCs">3: Frequently Asked Questions (FAQ)</a>
</div>

The SCA will require an additional security step before you are able to complete your online transaction that can appear as two or more of the following:
<ul>
<li>
Knowledge— something the payer knows, including a password, pin, passphrase, etc.&nbsp;
</li>
<li>
Possession— something the payer possesses, including their mobile device,&nbsp;
</li>
<li>
Inherence— something the payer is, including fingerprint, facial recognition, voice patterns, etc.
</li>
</ul>
 This EMV 3D Secure (3DS) authentication process is handled by the financial institution that has issued your card. If you are having issues authenticating your payment, we recommend reaching out to your financial institution directly for further assistance.&nbsp;
<hr>

<h2>
<a name="C1IamCs"></a>What is PSD2 and SCA?</h2>
What is PSD2?&nbsp;
The PSD2 is an *EU law aimed at providing better card-payment protection, helping reduce online card fraud and making online purchases more secure for all consumers.
The last and final part of the PSD2 is the SCA, which is the Strong Customer Authentication. This began being rolled out on September 19, 2019, and will be enforced from December 31, 2020.

What is SCA?&nbsp;
SCA stands for Strong Customer Authentication and is a form of two factor authentication (2FA) designed to make online payments more secure in the *EU &amp; *EEA.
<hr>

<h2>
<a name="C2IamCs"></a>How does this affect paying for my Pipedrive subscription?&nbsp;</h2>
In Pipedrive, when you reach the 'confirm' step while <a href="https://support.pipedrive.com/hc/en/articles/115005024525-How-can-I-update-my-billing-details-in-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005024525">updating</a> or <a href="https://support.pipedrive.com/hc/en/articles/360001876158-How-can-I-start-paying-for-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001876158">entering</a> your card payment details for your Pipedrive subscription, you are likely to be prompted to complete a step of verification &amp; authentication as requested by the financial institution that has issued your card, this is what the Authentication Pop Up in Pipedrive will look like.
<img src="https://kb-cms.pipedriveassets.com/image__12_.png" alt="image__12_.png" width="502" height="249"> 
Only after strongly authenticating your payment will you be enabled to proceed with the payment.
<hr>

<h2>
<a name="C3IamCs"></a>Frequently Asked Questions (FAQ)</h2>

Q: How will I know my card has been authenticated successfully?
A:&nbsp; You will receive an in-app notification in the case that a required payment authentication fails.

Q:What is EMV® 3-D Secure (3DS)?
A:EMV 3DS is the new industry standard and protocol for retailers to send data to card Issuers during a so-called ‘card-not-present’ transaction to help address false declines and lower ‘card-not-present’ fraud - while providing a better customer experience. EMV 3DS is relevant for all ‘card-not-present’ purchases, including recurring and card-on-file payments.

Q: How can I identify what the EMV® 3-D Secure (3DS) looks like when I am making purchases online?
A: The large Credit Card Schemes and Banks have their own EMV® 3-D Secure (3DS) products.
<ul>
<li>Mastercard’s is called: Mastercard® Identity Check™</li>
<li>Visa’s is called: VERIFIED by VISA</li>
<li>American Express is called: American Express SafeKey 2.0</li>
</ul>

Q: What if my authentication fails or I receive an error message?
A: To authenticate a payment, a Cardholder responds to a prompt from their bank and provides additional information. This may be something you know (e.g. PIN), something you use (e.g. card, phone), or something that’s part of what you are (e.g. your fingerprint). If the payment authentication fails, you should contact the customer service number for your financial institution, which is typically found on the back of your card or on their website. Tell the customer service representative the message that you received.

Q: What if I did not receive an SMS/Text message with my one-time-passcode?&nbsp;
A: If your financial institution uses SMS/Text messages for authentications, you will need to contact the customer service number for your financial institution, which is typically found on the back of your card.

Q: What is the cost of the authentication SMS? Who pays this fee?&nbsp;
A: The SMS fee and its bearer is determined by the Issuer banks, just like in the case of regular notifications. Please check the Terms &amp; Conditions of your bank with regards to this service.&nbsp;

Q: While staying abroad will I still receive an SMS for online authentication? Who will pay the fee for this?&nbsp;
A: You will still receive SMS for online authentication while you are abroad. The SMS fee and its bearer is determined by the Issuer banks, just like in the case of regular notifications. Please check the Terms &amp; Conditions of your bank with regards to this service.

Q: What happens when my card expires?&nbsp;
A: You should receive a new card from your card Issuer and they will usually automatically update this information in your profile. However it might be needed to update your card number / credentials on file, if you use this service with Pipedrive.&nbsp;

Q: What happens if I cancel my card and then get a new one with a different account number?&nbsp;
A: Please speak to your card Issuer with regards to the exact process which is also dependent on the services you use. For example, you might need to register the new card for their authentication programme or add your new card details to your wallet or update credentials on file with Pipedrive and other online merchants you use.

Q: I would like to shop online but I don’t have my mobile phone on me or the battery is low. How can I verify my identity?&nbsp;
A: If your verification method of choice depends on the usage of your mobile phone, then you will be unable to execute the Strong Customer Authentication at that moment and the payment procedure will fail.
 
Q: I use my debit/credit card to pay some bills online automatically every month. From now on will I have to verify my identity every time I pay?&nbsp;
A: Recurring payments do not need to be verified every time, no matter if the amount is the same or if it varies. Only the first payment - when setting up the regular payments - will require SCA to verify your identity and confirm the payments. You should also have an agreement between you and the retailer that specifies the reason for the payment and the payment amount (or an estimate when the precise amount is not known).

Q: I regularly shop at a specific website - will I have to verify my identity and payment every single time in the future?&nbsp;
A: It is up to the Issuer bank to decide whether to take advantage of the exemptions that PSD2 allows, e.g. offering Cardholders to build a ‘whitelist’ of trusted retailers where you do not always have to authenticate yourself. They might also decide to add individual rules around what retailers or products and services qualify for a ‘whitelist’ or if only payments below a certain threshold do not require additional authentication at whitelisted retailers.

Q: My phone doesn’t have a fingerprint scanner, but does have a front camera. How can I verify my identity during mobile or contactless in-store payments?&nbsp;
A: In lieu of a fingerprint scanner, authentication of payments can be adjusted to other methods, such as screen lock, PIN code, and face recognition or in app authentication. This depends on the settings of your wallet and bank.

Q: Is SCA now the only reason why my Card payment was declined?
A: It depends. When a debit / credit card is used for making an online payment, there are many parties involved in the payment process: Issuing bank, Switches, Processing Platform, Acquiring Bank &amp; Merchant platform, card networks and the Cardholders themselves.&nbsp;
There could be several different reasons why a payment won't go through.&nbsp;
<ul>
<li>Card or other details are entered incorrectly&nbsp;</li>
<li>Insufficient balance</li>
<li>Card expired or new card hasn’t been confirmed yet&nbsp;</li>
<li>Card issuing bank declined the transaction for security reasons&nbsp;</li>
<li>Card has been reported as lost / stolen or it has been put on fraud alert&nbsp;</li>
<li>Account with the Merchant needs to be confirmed&nbsp;</li>
<li>User dropped, e.g. because of time out, wrong clicks / refreshing the page&nbsp;</li>
<li>Anti-virus, firewall software or connectivity / Wi-Fi issues&nbsp;</li>
<li>Authentication failures</li>
</ul>

Q: Which countries will be enforcing PSD2 SCA?
A: *EU - European Union: Austria, Belgium, Bulgaria, Croatia, Republic of Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Republic Of Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Monaco, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain &amp; Sweden.
**EEA - European Economic Area: EU + Iceland, Liechtenstein &amp; Norway.
***CTC - Contracted Transitional Countries: United Kingdom - 14-Sep-2021 &amp; Switzerland - Date To be Determined..
**** Note: France has delayed enforcement until 01-Apr-2021

Q: Are other countries and banks outside of the *EU, **EEA, ***CTC adopting PSD2 and/or SCA?
A: PSD2 is a set of laws &amp; regulations that applies to the *EU, **EEA, ***CTC only.
SCA using&nbsp; EMV® 3-D Secure is being adopted by Banks around the globe. However this is at the discretion of the Bank Issuing the card and is not National or International law outside of&nbsp; *EU, **EEA, ***CTC.
 
Q: Questions not answered here?
&nbsp;A: If your question is not listed, we recommend that you contact the financial institution that issued your card as only they hold information specific to your account. Typically, there is a customer service number for your financial institution on the back of the card.

Strong Customer Authentication (SCA) in Pipedrive

Billing Information

<div class="support-note primary">
Note: This action is only available to Admin Users. In light of the hard financial decisions many companies are facing at the moment, we’d like to extend a helping hand to all of our customers. Members of our friendly support team are standing by to find a solution to make Pipedrive work for you as your situation changes. Reach out to support <a href="https://support.pipedrive.com/hc/en/articles/115005875565" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>.</div>
You can cancel a paid account by going to your <a href="/settings/billing">Billing</a> tab and selecting Cancel my subscription at the bottom right of the page.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%2012.49.05%20PM_2021-03-31-150709.png" data-image="13342"></figure>
 Once you have canceled your subscription, you will be able to access your data and account until the end of your billing cycle. After that date, your subscription will no longer be active and access to your account be restricted. We suggest <a href="https://support.pipedrive.com/hc/en/articles/115000797525-How-to-export-data-from-Pipedrive" data-url="https://support.pipedrive.com/hc/en-us/articles/115000797525-How-to-export-data-from-Pipedrive" data-id="entity-ember3905" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000797525">exporting</a> out all of your Pipedrive data before closing your account. If you would like to reopen your account again in the future, you can simply <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-Data-with-spreadsheets" data-url="https://support.pipedrive.com/hc/en-us/articles/208039595-Importing-Data-with-spreadsheets" data-id="entity-ember3906" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">import</a> your data back into Pipedrive. 

 
Once you have canceled, you will receive an email confirming the cancellation of the subscription. You will see a yellow banner on top of the page in PD confirming you canceled properly. Please follow the above steps and contact support if you still don't receive an email.

How can I cancel my paid Pipedrive account?

No matter your company's needs, Pipedrive has the features to help you become more effective in your sales process. Below you can see the features that come with each plan and the add-ons that are available for all plans.
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Features available on each plan</a>
<a href="#C2IamCs">2: Add-on Features</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a> Features available on each plan</h2>
<table>
<tbody>
<tr>
<td>Feature</td>
<td>Essential</td>
<td>Advanced</td>
<td>Professional</td>
<td>Enterprise</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000106229" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106229">Pipeline View</a> </td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/207345085" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207345085">Multiple pipelines</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/207365225" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207365225">Customizable pipelines</a>, <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">fields</a>, and <a href="https://support.pipedrive.com/hc/en/articles/115001123565" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115001123565">activities</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>All-in-one <a href="https://support.pipedrive.com/hc/en/articles/360000106249" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">Detail Views</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr><td><a href="https://support.pipedrive.com/en/article/the-rotting-feature">Deal rotting</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/207344415" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">Activities</a> and activity logging</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000184889" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000184889">Timeline View for Contacts</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/115003389609" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115003389609">Calendar View</a> for Activities</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/115005746409" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005746409">Marketplace</a> with 100+ apps and integrations</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/en-us/articles/360000446718-Contact-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">Contact</a>, <a href="https://support.pipedrive.com/hc/en/articles/206594269-Syncing-with-Google-Calendar" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206594269">Calendar</a>, and <a href="https://support.pipedrive.com/hc/en/articles/207290995-Syncing-with-Google-Drive" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207290995">Google Drive</a> sync</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>Top-rated <a href="https://support.pipedrive.com/hc/en/articles/115000718865" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000718865">iOS</a> and <a href="https://support.pipedrive.com/hc/en/articles/115000711245" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000711245">Android</a> apps</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000809337" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000809337">Merge Duplicates</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/115005875565" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">Chat and email support</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360001842598-Sales-Assistant-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001842598">Sales Assistant</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/115004426725" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115004426725">Scheduler</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/208493165" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208493165">Web forms</a> (Part of <a href="https://support.pipedrive.com/hc/en/articles/360012851418-LeadBooster-add-on-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360012851418">LeadBooster</a>)</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/115005286065" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005286065">Activity invites</a></td>
<td>Branded</td>
<td>Unbranded</td>
<td>Unbranded</td>
<td>Unbranded</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000309478" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309478">Permission Sets</a></td>
<td>2 Sets</td>
<td>2 Sets</td>
<td>3 Sets</td>
<td>Unlimited</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000309498" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309498">Visibility Groups</a></td>
<td>2 Groups</td>
<td>2 Groups</td>
<td>Unlimited</td>
<td>Unlimited</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360001930658-Insights-feature-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001930658">Insights Reporting</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000363589" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000363589">Insights Dashboard</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>

<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000030169" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000030169">Email Sync</a> with all major providers</td>
<td></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/115004479825" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115004479825">Email templates</a></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/115005541949" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005541949">Email open and click tracking</a></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/115005703925" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005703925">Smart Contact Data</a></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/206759569" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206759569">Products</a></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000943585" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000943585">Important Fields</a></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000943985" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000943985">Workflow Automation</a></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000169049" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000169049">SSO / SAML</a></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/en/article/sales-documents-beta" data-type="zendeskArticle" data-language="en" data-zendesk-id="360010866997">Smart Docs</a></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
<td> ✔️ </td>
</tr><tr><td><a href="https://support.pipedrive.com/en/article/insights-feature#C1IamCs">Custom fields in Insights</a></td><td></td><td></td><td>✔️</td><td>✔️</td></tr><tr><td><a href="https://support.pipedrive.com/en/article/esignatures-faq-beta">eSignatures</a></td><td></td><td></td><td>✔️</td><td>✔️</td></tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360008429417-Required-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360008429417">Required Fields</a></td>
<td></td>
<td> </td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360001417457-Group-Emailing" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001417457">Group Emailing</a></td>
<td></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360001757818-Security-Dashboard" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001757818">Security Dashboard</a></td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360004510857-Security-Rules" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360004510857">Security Rules</a></td>
<td></td>
<td></td>
<td>✔️</td>
<td> ✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360007063858-Security-Alerts-coming-soon-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360007063858">Security Alerts</a></td>
<td></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000363589" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000363589">Multiple Insights Dashboards</a></td>
<td></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/115005703649" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005703649">Revenue Forecast report</a></td>
<td></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td><a href="https://support.pipedrive.com/hc/en/articles/360000246589" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000246589">Teams</a></td>
<td></td>
<td></td>
<td>✔️</td>
<td>✔️</td>
</tr>
<tr>
<td>Account Management</td>
<td></td>
<td></td>
<td></td>
<td>✔️</td>
</tr>
<tr>
<td>Professionalized Setup</td>
<td></td>
<td></td>
<td></td>
<td>✔️</td>
</tr>
<tr>
<td>Phone Support</td>
<td></td>
<td></td>
<td></td>
<td>✔️</td>
</tr>
</tbody>
</table>
<hr>
<h2>
<a name="C2IamCs"></a> Add-on Features</h2>
Pipedrive offers a number of add-on features that are available on any plan for an additional cost. You can click on any of the feature names below to read more information about them.
<a href="https://support.pipedrive.com/hc/en/articles/360012851418-LeadBooster-add-on-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360012851418">Leadbooster add-on</a>
<ul>
<li>
<a href="https://support.pipedrive.com/hc/en/articles/360001584177-Chatbot" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">Chatbot</a> — allow your customers to better qualify themselves as potential customers of your company directly from your website. 
</li>
<li>
<a href="https://support.pipedrive.com/hc/en/articles/360008032277-Live-Chat-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360008032277">Livechat</a> — live chat functionality added to your <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">Chatbot playbook</a> flow that will allow you to engage directly with your website visitors and personalize your lead qualification process.
</li>
<li>
<a href="https://support.pipedrive.com/hc/en/articles/360011241097-Web-Forms" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011241097">Web Forms</a> — create your own personalized, embeddable forms for your website to collect your website visitors' information and funnel them into Pipedrive as deals or leads. 
</li>
<li>
<a href="https://support.pipedrive.com/hc/en/articles/360011001417-Prospector" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011001417">Prospector</a> — an outbound lead generation tool that will allow you to search for and gather high quality leads based on set criteria.
</li>
</ul>
 Separate add-ons
<ul>
<li>
<a href="https://support.pipedrive.com/hc/en/articles/360002296018-Web-Visitors-feature" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002296018">Web Visitors</a> — allows you to track visitor activity on your website to track and identify the companies who are most engaged with your website and most likely to turn into customers.
</li>
<li>
<a href="https://support.pipedrive.com/hc/en/articles/360001990917-Caller-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001990917">Caller</a> — allows you to directly click and make calls to your customers without leaving the Pipedrive web-app. This add-on is only available in Professional and Enterprise plans.
</li>
</ul>

What features do the Pipedrive plans have?

<div class="support-note primary">
Note: This action is only available to Admin Users.</div>
 To enter your billing details and start your paying Pipedrive account, you can go to <a href="/settings/billing">Billing</a> &gt; Add billing details. If you want to adjust the number of users in your account before entering your billing information, you can do so by clicking on the Manage users button under 'Current plan'.
 If you want to change the <a href="https://support.pipedrive.com/hc/en/articles/115005938909-What-features-do-the-Pipedrive-plans-have-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005938909">plan type</a> and <a href="https://support.pipedrive.com/hc/en/articles/360000860925-What-is-the-difference-between-annual-and-monthly-billing-in-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000860925">billing cycle</a> you are on before entering your billing information, you can click on the Manage subscription button.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%203.08.08%20PM.png" data-image="12711"></figure>
Once your User and Plan settings have been confirmed, you can click on Payment Method to enter your billing information. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%202.29.43%20PM_2021-03-31-164323.png" data-image="13346"></figure>
 In the Add Billing details page, you can enter your billing contact information and billing address information under 'Billing Contact' and 'Billing Address'. Note: Users who enter a European or Australian billing address will have the option to enter a VAT or ABN number in this section. For more information, click 
<figure><a href="https://support.pipedrive.com/hc/en/articles/115004063369-How-can-I-insert-my-VAT-or-ABN-ACN-number-in-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115004063369">here. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-24_at_5.14.04_PM.png" alt="Screen_Shot_2019-06-24_at_5.14.04_PM.png" width="650" height="470" data-image="ovrf9xm4nlwl"></a></figure>
Under the 'Payment method' section, you can then enter your credit card or <a href="https://support.pipedrive.com/hc/en/articles/115002442869-How-can-I-pay-for-Pipedrive-with-PayPal-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115002442869">Paypal information</a>. To learn more about the accepted payment methods for Pipedrive, click <a href="https://support.pipedrive.com/hc/en/articles/115005023745-What-are-the-accepted-payment-methods-for-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005023745">here.</a>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-24_at_5.15.59_PM.png" alt="Screen_Shot_2019-06-24_at_5.15.59_PM.png" width="651" height="228" data-image="r65m99nar8z0"></figure>
Once the billing details have been confirmed, you can click on "Review purchase" to see a checkout page and review your payment. If your trial has not expired yet, the amount charged will be $0, and the full amount will be charged on the day your billing cycle starts. If your trial has expired, you will see the amount to be charged on your method of payment.

How can I start paying for Pipedrive?

<div class="support-note primary">
Note: This action is only available to Admin Users.
</div>
 If you would like to switch to a different Pipedrive plan or change your billing frequency, you can easily do so at any time in your billing cycle by going to your <a href="/settings/subscription">Billing tab</a> and clicking on Manage subscription. <figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-10%20at%202.32.56%20PM.png" data-image="12692"></figure>

 From here, you will see the option to toggle between the Essential, Advanced, Professional, or Enterprise plans, or switch between Monthly or Annual billing cycles. Click on Proceed to checkout to confirm your change. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-24_at_4.27.50_PM.png" alt="Screen_Shot_2020-02-24_at_4.27.50_PM.png" width="1134" height="569" data-image="uz99704538ex"></figure>
 Your billing may be updated to reflect the changes you made. You can read about what happens to your billing when you switch to a different Pipedrive plan <a href="https://support.pipedrive.com/hc/en/articles/360000303105-What-happens-to-my-billing-when-I-change-my-Pipedrive-subscription-plan-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000303105">in this article</a>, and what happens to your billing when you change billing frequencies <a href="https://support.pipedrive.com/hc/en/articles/360004115918-What-happens-to-my-billing-when-I-change-my-billing-frequency-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360004115918">in this article</a>.

How can I switch to a different Pipedrive plan or change my billing frequency?

The difference between annual and monthly billing in Pipedrive is the frequency at which the provided billing information will be charged with a Pipedrive invoice. You can look at our&nbsp;<a href="https://www.pipedrive.com/en/pricing" target="_blank">pricing page</a>&nbsp;for more details on our plan options.&nbsp;
 Annual billing&nbsp;
When you are on annual billing, subscriptions are charged once for the balance of one full year, and will not be charged again (assuming not alterations to the number of users in the Pipedrive account) until the year is over.
Being on the annual billing cycle will give you a discount compared to if you had opted for monthly billing.&nbsp;
 Monthly billing&nbsp;
When you are on monthly billing, subscriptions are charged on the same date each month every month, for as long as that subscription is active.
You can cancel your account at any time, taking effect at the next payment date.

What is the difference between annual and monthly billing in Pipedrive?

<div class="support-note primary">
Note: This action is only available to Admin Users.</div>
 You may regain access to a closed Pipedrive company by logging into Pipedrive with your existing details connected to the closed company and providing new billing information. Keep in mind that this is only possible as long as your data still exists on Pipedrive's servers. Users without Admin User status cannot reactivate a closed Pipedrive account. If you'd like your account reactivated, please contact the Admin User of your company, Pipedrive account.
If you are having trouble regaining access to the account, you can <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">contact support</a> who will assist you.&nbsp;

How can I regain access to a closed Pipedrive account?

When your Pipedrive trial is active, you will have the option to try our Essential, Advanced and Professional <a href="https://support.pipedrive.com/hc/en/articles/115005938909-What-features-do-the-Pipedrive-plans-have-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005938909">plans</a>&nbsp;freely without being billed or required to enter your billing details. What happens once the trial expires will depend on whether you have already entered your billing details during the trial.&nbsp;
If you have added your billing details during the trial:&nbsp;
<ul>
<li>Your account will be automatically converted to a paying account once the trial ends.</li>
<li>You will be invoiced at the time your paying account cycle begins.&nbsp;You can read more information on how subscription costs are calculated <a href="https://support.pipedrive.com/hc/en/articles/360000860705-How-is-the-subscription-cost-of-the-Pipedrive-invoice-calculated-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000860705">here</a>.&nbsp;</li>
<li>You will not lose access to the valuable data in your account and be able to continue working without interruptions.</li>
</ul>

If billing information has not been provided during the trial period:
<ul>
<li>All access to the company Pipedrive account will be restricted once the trial ends. </li>
<li>Access will remain restricted until an admin user logs in and provides the necessary billing information to begin a paying Pipedrive subscription.</li>
<li>The trial account and existing data will be deleted shortly after the trial is expired.&nbsp;</li>
</ul>
 If you choose not to enter billing details during the trial, it's recommended to&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115000797525-How-can-I-export-data-from-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000797525">export</a>&nbsp;all of your Pipedrive data before it ends. If you would like to reopen your account again in the future, you can simply <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">import</a> your data back into Pipedrive.

What happens when my Pipedrive trial expires?

Pipedrive is available in four different plans, Essential, Advanced, Professional, and Enterprise. You can compare plans and learn more about pricing for each plan <a href="https://www.pipedrive.com/en/pricing" target="_blank">here.</a>
For each of these plans you can be on either monthly or annual billing.&nbsp;
<ul>
<li>
Monthly— pay on the same day each month, for as long as that subscription is active.
</li>
<li>
Annual— pay upfront for the entire year. Being on the annual billing cycle will give you a discount compared to if you had opted for monthly billing.&nbsp;</li>
</ul>
 Leadbooster and Web Visitors are add ons that can be added to any plan.&nbsp;

Billing

Invoices

Billing Information

Your Pipedrive Subscription Plan

Got any questions?