<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with <strong>a</strong><strong>ccount settings</strong> access. If you’re looking to cancel a <strong>trial</strong> account, please see our <a href="https://support.pipedrive.com/article/how-can-i-cancel-my-trial" target="_blank" rel="noreferrer noopener">guide</a>. </div>
<p style="text-align: justify">You can cancel an <strong>add-on</strong> by going to your<strong> <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a></strong> tab and clicking <strong>“Manage add-ons</strong><strong>”</strong> below your plan description.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/cancel%20add%20on.png" alt=""></figure>
<p style="text-align: justify">Then, you’ll see a list of the add-ons that are being billed to your account. Click <strong>“Remove from plan”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-26%20at%2018.39.27.png" alt=""></figure>
<p>Once you remove the add-on, you’ll be able to proceed to the next window <strong>“Review purchase”.</strong> Then, in the next window, confirm the subscription changes and click <strong>“Confirm purchase”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-26%20at%2019.06.30.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">What happens after you remove the add-on from your billing? <br><a name="what-happens-after-you-remove-the-add-on-from-your-billing"></a></h2>
<p>After canceling, you can still access the add-on until the end of your billing cycle. </p>
<p style="text-align: justify"> Once you have canceled, <strong>you‘ll receive an email</strong> confirming the cancellation of the add-on.<strong> </strong>Please follow the above steps and <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">contact support</a> if you don’t receive an email.</p>

How can I cancel an add-on?

what-happens-after-you-remove-the-add-on-from-your-billing

What happens after you remove the add-on from your billing?

<p style="text-align: justify">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.</p>
<p style="text-align: justify">This is due to the <strong>PSD2 Strong Customer Authentication (SCA)</strong>, a new European regulatory requirement designed to make online payments more secure, which came into effect on December 31, 2020.</p>
<p style="text-align: justify">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:</p>
<ul>
<li>
<strong>Knowledge –</strong> something the payer knows, including a password, pin, passphrase, etc. 
</li>
<li>
<strong>Possession –</strong> something the payer possesses, including their mobile device, 
</li>
<li>
<strong>Inherence –</strong> something the payer is, including fingerprint, facial recognition, voice patterns, etc.
</li>
</ul>
<p style="text-align: justify">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. </p>
<hr>
<h2 style="text-align: justify">
<a name="what-are-psd2-and-sca"></a>What are PSD2 and SCA?</h2>
<p style="text-align: justify"><strong>What is PSD2? </strong></p>
<p style="text-align: justify">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.</p>
<p style="text-align: justify">The last and final part of the PSD2 is the SCA, which is the Strong Customer Authentication. This began its rollout on September 19, 2019, and was enforced from December 31, 2020.</p>
<p style="text-align: justify"><strong>What is SCA? </strong></p>
<p style="text-align: justify">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 and *EEA.</p>
<hr>
<h2 style="text-align: justify">
<a name="how-does-this-affect-paying-for-my-pipedrive-subscription"></a>How does this affect paying for my Pipedrive subscription? </h2>
<p style="text-align: justify">In Pipedrive, when you reach the "<strong>confirm</strong>" step while <a href="https://support.pipedrive.com/en/article/how-can-i-update-my-billing-details-in-pipedrive" target="_blank" rel="noreferrer noopener">updating</a> or <a href="https://support.pipedrive.com/en/article/how-can-i-start-paying-for-pipedrive" target="_blank" rel="noreferrer noopener">entering</a> your card payment details for your Pipedrive subscription, you are likely to be prompted to complete a step of verification and authentication as requested by the financial institution that has issued your card, this is what the authentication pop up in Pipedrive will look like.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/image__12_.png" alt="image__12_.png" width="502" height="249"></figure>
<p style="text-align: justify">Only after strongly authenticating your payment will you be enabled to proceed with the payment.<br></p>
<p>Learn more about <strong>Strong Customer Authentication (SCA)</strong> in our <a href="https://support.pipedrive.com/article/sca-faq" target="_blank" rel="noreferrer noopener">FAQ article</a>.<br></p>

Strong Customer Authentication (SCA) in Pipedrive

what-are-psd2-and-sca

What are PSD2 and SCA?

how-does-this-affect-paying-for-my-pipedrive-subscription

How does this affect paying for my Pipedrive subscription?

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with <strong>Account Settings</strong> access.</div>
<p style="text-align: justify">If you don't plan on replacing a deactivated user, we recommend removing that user's seat so your subscription is updated with the correct seat count. </p>
<p style="text-align: justify">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/en/article/viewing-and-reassigning-the-data-of-a-deactivated-user" target="_blank" rel="noreferrer noopener">reassign their data</a> if you would like to.</p>
<p style="text-align: justify">There is also a checkbox under <strong>Update billing</strong>, which will remove that user's seat from your subscription immediately if selected.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2012.05.34.png" alt=""></figure>
<p style="text-align: justify">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" rel="noreferrer noopener"><strong>Billing overview</strong></a>. In your billing overview<strong>, </strong>you will see your user count, as well as your current subscription cost and your current plan.</p>
<p style="text-align: justify">Next to the cost of your current plan, you have the option to <strong>Manage seats</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2011.48.56.png" alt=""></figure>
<p style="text-align: justify">When you click on <strong>"</strong><strong>Manage seats</strong><strong>"</strong>, you will see a pop-up where you can edit the seat count and save the changes. Note that the changes will take effect from the next billing cycle and the billing date will be specified in this pop-up. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2011.50.36.png" alt=""></figure>
<p style="text-align: justify">You can read more about what happens to your billing when you deactivate a user in Pipedrive <a href="https://support.pipedrive.com/en/article/what-happens-to-my-billing-when-i-deactivate-a-user-in-pipedrive" target="_blank" rel="noreferrer noopener">in this article</a>.</p>

How can I remove seats?

<div class="support-note primary">
<strong>Note: </strong>This action is only available to users with <strong>Account Settings</strong> access</div>
<p style="text-align: justify">Your billing address, payment method and billing contact can all be updated from the <strong>Billing details</strong> section, accessed by navigating to your<strong> <a href="/settings/subscription">Billing</a></strong> tab and selecting the <strong>pencil icon</strong> in the <strong>Billing details</strong> section.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20contact%20%281%29.png" alt=""></figure>

<p style="text-align: justify">Once the updated information has been provided, click the "<strong>Confirm billing details</strong>"<strong> </strong>button to save your information.</p>

How can I update my billing details in Pipedrive?

<div class="support-note primary">
<strong>Note: </strong>Adding or updating payment information can only be done by users with <strong>Account Settings</strong> access<br></div>
<hr>
<h2 style="text-align: justify">
<a name="payment-methods"></a>Payment Methods
</h2>
<div class="support-note primary"><strong>Note:</strong> Your payment options may depend on your location.</div>
<p style="text-align: justify">You can pay for Pipedrive using a credit card, debit card, direct debit, or through a valid Paypal account. Users in Europe can use direct debit to pay. Users in Brazil can pay with a local credit card. <br></p>
<p style="text-align: justify">To start paying for Pipedrive, go to <strong><a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a></strong><strong> &gt; Billing details</strong> and click the <strong>pencil icon</strong>.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20contact.png" alt=""></figure>
<h3 style="text-align: justify">Paying with a credit or debit card<a name="paying-with-a-credit-or-debit-card"></a></h3>
<p style="text-align: justify">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.</p>
<p style="text-align: justify">In British pounds, we accept payment through all major credit cards, including Visa, MasterCard, American Express, Discover, Diner's Club and JCB.</p>
<p style="text-align: justify">Pipedrive also accepts major debit cards as a payment method.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2011.20.31.png" alt=""></figure>
<h3 style="text-align: justify">Paying with Paypal<a name="paying-with-paypal"></a></h3>
<div class="support-note primary">
<strong>Note:</strong> It is not currently possible for UK customers to pay using Paypal.</div>
<p style="text-align: justify">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" rel="noreferrer noopener">PayPal</a> to sign up for free. If you already have a PayPal account, follow the directions below:</p>
<p style="text-align: justify">Under "<strong>Payment method</strong>", select "<strong>PayPal</strong>" and click "<strong>Check out with PayPal</strong>". You will then be directed to Pipedrive's PayPal checkout in a new tab. Log in to your PayPal account and select "<strong>Agree</strong> <strong>and continue</strong>". <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2011.18.14.png" alt=""></figure>
<p style="text-align: justify">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 <strong>recurring subscription</strong>.<strong><br></strong></p>
<h3 style="text-align: justify">Direct Debit (SEPA)<a name="direct-debit-sepa"></a></h3>
<div class="support-note success primary"><strong>Note: </strong>Direct Debit is currently only available to users in the following countries: Åland Islands, Austria, Belgium, Cyprus, France, French Guiana, Germany, Guadeloupe, Ireland, Italy, Luxembourg, Malta, Martinique, Mayotte, Monaco, Netherlands, Portugal, Réunion, San Marino, Slovenia, Spain, Saint Pierre and Miquelon.<br></div>
<p style="text-align: justify">Users from select European countries can use Direct Debit to pay for Pipedrive. If Direct Debit is selected, you will need to review and agree to the direct debit mandate when reviewing your purchase. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2011.18.51.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>SEPA payments can take up to 5 working days to complete, and while the payment is pending users cannot make updates to the conditions of their account.</div>
<h3 style="text-align: justify">Paying with A Local Credit Card (Brazil) <a name="paying-with-a-local-credit-card-brazil"></a></h3>
<p style="text-align: justify">Brazilian customers can pay for Pipedrive with local credit cards. You can learn more about this method in <a href="https://support.pipedrive.com/en/article/paying-for-pipedrive-with-a-local-credit-card-brazil" target="_blank" rel="noreferrer noopener">this article</a>. <br></p>
<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"></figure>
<hr>
<p style="text-align: justify"><a name="C2IamCs"></a></p>
<h2 style="text-align: justify">Currencies<a name="currencies"></a></h2>
<p style="text-align: justify">The currency for paying your Pipedrive invoice is determined by your location. The currencies available are <strong>US dollars</strong>, <strong>British pounds</strong> and <strong>Euros</strong>.</p>
<p style="text-align: justify">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. Customers in Turkey are also charged in Euros.</p>
<p style="text-align: justify">Pipedrive customers in all other locations are charged in US dollars. </p>
<hr>
<p style="text-align: justify"><a name="C3IamCs"></a></p>
<h2 style="text-align: justify">Changing my payment method<a name="changing-my-payment-method"></a></h2>
<p style="text-align: justify">Your payment method can be updated by going to your <strong>Billing</strong> tab and selecting the <strong>pencil icon</strong> in the <strong>Billing details</strong> section.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20contact.png" alt=""></figure>

What are the accepted payment methods for Pipedrive?

payment-methods

paying-with-a-credit-or-debit-card

Paying with a credit or debit card

paying-with-paypal

Paying with Paypal

direct-debit-sepa

Direct Debit (SEPA)

paying-with-a-local-credit-card-brazil

Paying with A Local Credit Card (Brazil)

Payment Methods

currencies

Currencies

changing-my-payment-method

Changing my payment method

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with billing access set up through <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener"><strong>User Management</strong></a>.</div>
<p style="text-align: justify">Any Pipedrive user with billing access can opt to change between paying on a <a href="https://www.pipedrive.com/en/pricing" target="_blank" rel="noreferrer noopener">monthly cycle or an annual cycle</a> at any point in the billing cycle. </p>
<p style="text-align: justify">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.</p>
<p style="text-align: justify">Further subscription changes made before the end of the current billing cycle may override the scheduled billing frequency change. </p>
<hr>
<h2 style="text-align: justify">Monthly to annual<a name="monthly-to-annual"></a></h2>
<p style="text-align: justify">If you change from <strong>monthly</strong> <strong>to</strong> <strong>annual</strong> billing, the changes will take effect at the beginning of the next billing cycle. </p>
<p style="text-align: justify"><strong>Example:</strong> </p>
<ul>
<li>
A user is on a <strong>monthly billing</strong> cycle renewed on January 1 and switches from monthly billing to <strong>annual billing</strong> 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>
<p style="text-align: justify">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" rel="noreferrer noopener">billing overview</a> page specifying the scheduled update.</p>
<hr>
<h2 style="text-align: justify">Annual to monthly <a name="annual-to-monthly"></a></h2>
<p style="text-align: justify">If you change from <strong>annual</strong> <strong>to</strong> <strong>monthly</strong> billing, the changes will take effect from the next renewal date. </p>
<p style="text-align: justify"><strong>Example:</strong></p>
<ul>
<li>
A user is on an <strong>annual billing</strong> plan renewed on January 1 and switches to <strong>monthly </strong>billing on June 30. 
</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>
<p style="text-align: justify">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.</p>

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

monthly-to-annual

Monthly to annual

annual-to-monthly

Annual to monthly

<div class="support-note primary">
<strong>Note: </strong>Only users with <strong>account settings</strong> enabled can edit and update billing details.<br>
</div>
<p style="text-align: justify">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.</p>
<p style="text-align: justify">Before following the steps in this article, we recommend first following our <a href="https://support.pipedrive.com/en/article/troubleshooting-pipedrive-web-app" target="_blank" rel="noreferrer noopener">general troubleshooting guide,</a> to rule out any cache or browser-related issues.</p>
<p style="text-align: justify"><a name="C1IamCs"></a></p>
<hr>
<h2 style="text-align: justify"> Unable to add billing details to your trial account
<a name="unable-to-add-billing-details-to-your-trial-account"></a></h2>
<p style="text-align: justify">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.</p>
<p style="text-align: justify"><strong><br>Location validation<br></strong></p>
<p style="text-align: justify">Location validation is one potential cause of the error that you are receiving. We check <strong>location validation</strong> for any taxable region to determine the correct rate at which to apply the tax.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-16%20at%2017.58.20.png" alt=""></figure>
<p style="text-align: justify">Location validation looks to find a match between the <strong>billing country provided </strong>in your billing address and the second piece of location evidence being:</p>
<ul>
<li>The <strong>IP address</strong> the billing details were added from</li>
<li>The <strong>BIN (Bank Identification Number)</strong> of the credit card provided</li>
</ul>
<p style="text-align: justify">If your billing details do not match these criteria, you will not be able to add your details to Pipedrive.</p>
<p style="text-align: justify"><strong><br>Declined transactions</strong></p>
<p style="text-align: justify">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.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202023-03-16%20at%2017%3A52%3A39.png" alt=""></figure>
<p style="text-align: justify">Alternatively, you can also try to add your details with another credit or debit card.</p>
<p style="text-align: justify"><a name="C2IamCs"></a></p>
<hr>
<h2 style="text-align: justify">Unable to add your VAT ID (Europe)<a name="unable-to-add-your-vat-id-europe"></a></h2>
<p style="text-align: justify">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. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-16%20at%2017.33.29.png" alt=""></figure>
<p style="text-align: justify">To check if your VAT ID is valid you should follow these steps:</p>
<ul>
<li>Navigate to the <a href="http://ec.europa.eu/taxation_customs/vies/" target="_blank" rel="noreferrer noopener">VIES website to validate 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 "<strong>Verify</strong>"</li>
</ul>
<p style="text-align: justify">You will then see if your VAT ID is <strong>valid</strong> or <strong>invalid</strong>.</p>

<table><tbody><tr><td><strong>Invalid response</strong></td><td>One possible error you may receive is that the maximum requests for this state have 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.<br>
<br>
If your VAT appears 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" rel="noreferrer noopener"><strong>VIES website</strong></a>.</td></tr><tr><td><strong>Valid response</strong></td><td>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.).</td></tr></tbody></table>
<p style="text-align: justify"><a name="C3IamCs"></a></p>
<hr>
<h2 style="text-align: justify"> Editing your subscription <a name="editing-your-subscription"></a></h2>
<p style="text-align: justify">You may also receive errors when managing your subscription. For example, if you:</p>
<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/en/article/chatbot" target="_blank" rel="noreferrer noopener">LeadBooster</a></li>
<li>Purchase <a href="https://support.pipedrive.com/en/article/caller" target="_blank" rel="noreferrer noopener">Caller</a> Top Ups</li>
</ul>
<p style="text-align: justify">Firstly, you should follow our general <a href="https://support.pipedrive.com/en/article/troubleshooting-pipedrive-web-app" target="_blank" rel="noreferrer noopener">troubleshooting guide,</a> as well as check your billing information to make sure it is all up to date and valid.</p>
<p style="text-align: justify">Errors received when making these changes are usually due to an <strong>overdue invoice</strong> or else a <strong>declined transaction</strong>. 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.</p>
<p style="text-align: justify">You can check how to view your past invoices in <a href="https://support.pipedrive.com/article/how-can-i-view-my-past-pipedrive-invoices" target="_blank" rel="noreferrer noopener">this article</a>. If the transaction is declined, please contact your card issuing bank for more information.</p>
<p style="text-align: justify">If you are still receiving an error after following these steps, please <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">reach out to our support</a> team for further assistance.</p>
<hr>
<p style="text-align: justify"><a name="C4IamCs"></a></p>
<h2 style="text-align: justify">Not receiving billing emails<a name="not-receiving-billing-emails"></a></h2>
<p style="text-align: justify">All of your invoices are sent to the email address added to your contact information under <strong>Billing details</strong>. 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.</p>
<p style="text-align: justify">This can be accessed by navigating to your<strong> </strong><a href="/settings/subscription"><strong>Billing</strong></a> tab and clicking on the <strong>pencil icon</strong> in the <strong>Billing details</strong> section.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20contact.png" alt=""></figure>

<p style="text-align: justify">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.</p>
<p style="text-align: justify">If you still have not received the email, please <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">contact support</a> for further assistance. </p>

Billing troubleshooting

unable-to-add-billing-details-to-your-trial-account

Unable to add billing details to your trial account

unable-to-add-your-vat-id-europe

Unable to add your VAT ID (Europe)

editing-your-subscription

Editing your subscription

not-receiving-billing-emails

Not receiving billing emails

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with <strong>account settings</strong> access.</div>
<p style="text-align: justify">Users with account settings permissions can opt to switch between <a href="https://www.pipedrive.com/en/pricing" target="_blank" rel="noreferrer noopener">any of our available plans</a> at any point in the billing cycle. </p>
<p style="text-align: justify">When changing between subscription plans, the time the change takes effect will depend on whether you are upgrading or downgrading plans. </p>
<hr>
<h2 style="text-align: justify">Upgrading plans<a name="upgrading-plans"></a></h2>
<p style="text-align: justify">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.</p>
<p style="text-align: justify">You will then receive an <strong>invoice</strong> charging for the new plan for the remainder of the billing cycle. The balance of the <strong>credit note</strong> will be applied fully to the <strong>invoice</strong> for your new plan.</p>
<p style="text-align: justify"><strong>Example:</strong></p>
<p style="text-align: justify">A user on the <strong>Advanced plan</strong> billed monthly switches to the <strong>Professional plan</strong> halfway through the billing cycle. </p>
<ul>
<li>
<strong>Credit note:<br></strong>A credit note for the remaining time (2 weeks) in the monthly cycle for the Advanced plan</li>
<li>
<strong>Invoice:<br></strong>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 style="text-align: justify">Downgrading plans<a name="downgrading-plans"></a></h2>
<p style="text-align: justify">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.</p>
<p style="text-align: justify">Further subscription changes made before the end of the current billing cycle may override the scheduled one.</p>
<p style="text-align: justify"><strong>Example:</strong></p>
<ul>
<li>A user on the <strong>Professional plan</strong> billed monthly switches to the <strong>Advanced plan</strong> 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>
<p style="text-align: justify">While the change is pending, you’ll see a banner at the top of your <a href="/settings/subscription">billing overview</a> page specifying the scheduled update.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-20%20at%2017.26.55.png" alt=""></figure>

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

upgrading-plans

Upgrading plans

downgrading-plans

Downgrading plans

<p>If you live in Brazil, you will be able to pay for Pipedrive with a <strong>local credit card</strong> as well as PayPal and international credit card.</p>
<hr>
<h2>
<a name="entering-your-local-credit-card-information"></a>Entering your local credit card information </h2>
<p>To enter your local credit card information, go to your <a href="/settings/subscription"><strong>Billing tab</strong></a> and click on <strong>”</strong><strong>Edit payment method”</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20method.png" alt=""></figure>
<p style="text-align: justify">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. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/billing%20brazil%20card.png" alt=""></figure>
<ul>
<li>
<strong>ID (CPF or CNPJ) <strong>–</strong></strong> Cadastro Nacional da Pessoa Jurídica or Cadastro de Pessoas Físicas</li>
<li>
<strong>Phone number with area code –</strong> This will identify your geographic region</li>
<li>
<strong>Name on the card –</strong> The first and last name of the cardholder</li>
<li>
<strong>Credit card number –</strong> The long set of digits on your card</li>
<li>
<strong>Card expiration date –</strong> Four-digit expiration date</li>
<li>
<strong>CVV –</strong> A three or four-digit security code usually found on the back of your card</li>
</ul>
<p style="text-align: justify">Click on <strong>”</strong><strong>Review purchase</strong><strong>”</strong> to confirm your billing details. The payment may take up to 5 hours to process.</p>
<p style="text-align: justify">If you are still on trial, you will be charged when your trial ends. </p>
<hr>
<h2 style="text-align: justify">
<a name="error-messages"></a>Error messages </h2>
<p style="text-align: justify"><strong>$10,000/month limit exceeded </strong></p>
<p style="text-align: justify">As per Brazil’s Federal law, you will have a limit of $10,000 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. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/billing%20reached%20limit%20brazil.png" alt=""></figure>
<p style="text-align: justify"><strong><br>Open invoice </strong></p>
<p style="text-align: justify">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. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/billing%20cant%20change%20info%20open%20invoice.png" alt=""></figure>
<p style="text-align: justify">To pay this overdue invoice, you can go to your billing page and click on <strong>”</strong><strong>Pay invoice”</strong> to force the payment.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/billing%20pay%20invoice.png" alt=""></figure>
<p style="text-align: justify"><strong>Other errors </strong></p>
<p style="text-align: justify">Other errors can be due to various reasons including insufficient funds, invalid card or card type, or a poor connection.</p>
<p style="text-align: justify">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/contact-us" target="_blank" rel="noreferrer noopener">support team</a> if you need further assistance. </p>

Paying for Pipedrive with a local credit card (Brazil)

entering-your-local-credit-card-information

Entering your local credit card information

error-messages

Error messages

<p style="text-align: justify">Only users with <a href="https://support.pipedrive.com/article/global-user-management#account-settings" target="_blank" rel="noreferrer noopener">account settings access</a> can view and edit the company billing details, security settings, company settings, user management and personal settings.<br></p>
<p style="text-align: justify">These users can access billing information by going to the <strong><a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a></strong> tab. Other users in the Pipedrive account do not have access to this page. <br><br>Billing information – including invoices – will also be sent via email to the email address provided in the "<strong>Billing contact</strong>" field.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2011.39.49.png" alt=""></figure>

Who can access the billing information on my Pipedrive account?

<p style="text-align: justify">When you invite a user to join your Pipedrive account and give them <a href="https://support.pipedrive.com/article/global-user-management#deals-app" target="_blank" rel="noreferrer noopener">deals app access</a>, that new user will occupy a seat in your Pipedrive account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-20%20at%2013.55.53.png" alt=""></figure><ul><li><strong>If you add a new user and already have an open seat in your account, </strong>then that user will occupy that open seat. In this case, nothing in the account's billing information will change.</li></ul>
<ul><li><strong>If you do not have an open seat in your account</strong>, 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.</li></ul>
<p style="text-align: justify">For example, if your monthly <strong>Advanced plan</strong> billing cycle started on March 5th and you add an extra seat on March 20th, you will be charged on March 20th the prorated amount of the time left of the current cycle for your extra seat. On April 5th, you will be billed the total amount for the users on the monthly Advanced plan.</p>
<p style="text-align: justify">You will see these changes and your billing update in your checkout summary.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-20%20at%2016.43.09.png" alt=""></figure>



<p style="text-align: justify">Learn more about the difference between a billed seat and a Pipedrive user in <a href="https://support.pipedrive.com/en/article/what-is-the-difference-between-a-user-and-a-seat" target="_blank" rel="noreferrer noopener">this article</a> and find more information on pricing on our <a href="https://www.pipedrive.com/en/pricing" target="_blank" rel="noreferrer noopener">pricing page</a>.<br></p>

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

<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with <strong>Account Settings</strong> access.</div>
<p style="text-align: justify">When you <a href="https://support.pipedrive.com/en/article/how-can-i-deactivate-or-reactivate-a-user" target="_blank" rel="noreferrer noopener">deactivate a user</a>, you will see a pop-up with the information assigned to that user, as well as the option to remove that unused seat.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2012.05.34.png" alt=""></figure>
<ul>
<li>
<strong>If you remove this unused seat</strong>, the changes will take effect at 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>
<strong>If you do not remove this unused seat</strong>, the seat will still exist in your account and billing remains unchanged.</li>
</ul>
<p style="text-align: justify">If you want to remove seats from your account after deactivating users in the past, go to your billing section and click on "<strong>Manage seats</strong>".</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2011.48.56.png" alt=""></figure>
<p style="text-align: justify">Then, choose the desired number of seats. The changes for seat downgrade will take effect at the beginning of your next billing cycle. If you fill the seats with new users before this date, the seats won't be removed from your billing.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2011.50.36.png" alt=""></figure>

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

<p>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. </p>
<p>When you reach the <strong>Confirm</strong> step while <a href="https://support.pipedrive.com/en/article/how-can-i-update-my-billing-details-in-pipedrive" target="_blank" rel="noreferrer noopener">updating</a> or <a href="https://support.pipedrive.com/en/article/how-can-i-start-paying-for-pipedrive" target="_blank" rel="noreferrer noopener">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. </p>
<p>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. </p>

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

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If you close a trial account, your data will be retrievable for 60 days. Please contact our <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">support team</a> for assistance. <br></div>
<p style="text-align: justify">At Pipedrive, we provide you with a two-week trial period upon signing up for a new account. This is because we believe in our platform and think after trying it you will be convinced. However, if you want to cancel your trial account, here is how you can do so. </p>
<hr>
<h2 style="text-align: justify">If you have not entered billing details</h2>
<p style="text-align: justify">When you start your trial account, payment information is not required. However, you are required to enter a method for payment before you can <a href="https://support.pipedrive.com/article/how-can-i-start-paying-for-pipedrive" target="_blank" rel="noreferrer noopener">start a subscription</a>. </p>
<p style="text-align: justify">If you have <strong>not</strong> entered your billing details yet and want to cancel your trial, no further action is required from you. You will automatically lose access once the two-week trial period has expired.</p>
<div class="support-note success primary"><strong>Note</strong>: If you are not sure whether you have entered your billing details, you can check your <strong><a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">billing settings</a>.</strong></div>
<hr>
<h2 style="text-align: justify">If you have entered your billing details</h2>
<p style="text-align: justify">In a trial account, even if you have already entered your payment information, you can still cancel before your subscription starts. To cancel your trial, start by navigating to<strong> Settings &gt;</strong> <strong><a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a></strong><a>.</a></p>
<p style="text-align: justify">From there, you can scroll down to the bottom of the screen and select “<strong>Cancel</strong> <strong>my subscriptions</strong>”:<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/ezgif-4-57ac47cc58.gif" alt=""></figure>
<p style="text-align: justify">After clicking “<strong>Cancel</strong>” you will be reminded of the data currently in your account and asked to give a reason for cancellation.</p>
<p style="text-align: justify">Once you have provided your reason for leaving, you will be asked to complete a short questionnaire about your experience with Pipedrive. We encourage you to fill this out, as your feedback is the primary way we make improvements to our platform.</p>
<p style="text-align: justify">Once you have completed that step, your trial will be canceled and you will retain access to the account until the 14-day trial period ends. </p>
<div class="support-note success primary"><strong>Note: </strong>If you have data you would like to <strong>export</strong> before closing your account, check out this <a href="https://support.pipedrive.com/en/article/exporting-data-from-pipedrive" target="_blank" rel="noreferrer noopener">guide</a>. </div>

How can I cancel my trial?

Boost your Professional or Power plan with add-on packs.

<div class="support-note success primary"><strong>Note:</strong> Booster add-on packs are only available for Professional and Power plans.</div>
<p style="text-align: justify">Imagine being moments away from finalizing the perfect automated process for your sales teams, only to find that you have reached teams and automation limits.</p>
<p style="text-align: justify">With booster packs for the Professional and Power plans, reaching team, automation or report limits will never be a problem again. </p>
<hr>
<h2 style="text-align: justify">Booster packs<a name="booster-packs"></a></h2>
<p style="text-align: justify">For your convenience, the add-on packs come in standard and premium tiers. Depending on the feature, the limits are increased on either company account or user level.<strong><br></strong></p>
<table><tbody><tr><td><div style="text-align: justify"></div></td><td><div style="text-align: center"><strong>Standard</strong></div></td><td><div style="text-align: center"><strong>Premium</strong></div></td></tr><tr><td><div style="text-align: center"><strong>Increased team limits</strong></div></td><td><ul><li>10 teams</li><li>10 visibility groups</li><li>5 permission sets</li></ul>
<div class="support-note success primary">Per company</div></td><td><ul><li>30 teams</li><li>30 visibility groups</li><li>15 permission sets</li></ul>
<div class="support-note success primary">Per company</div></td></tr><tr><td><div style="text-align: center"><strong>Increased automation limits</strong></div></td><td><p style="text-align: center">30 active workflows</p>
<div class="support-note success primary">
Per user</div></td><td><p style="text-align: center">90 active workflows
</p>
<div class="support-note success primary">Per user</div></td></tr><tr><td><div style="text-align: center"><strong>Increased report limits</strong></div></td><td><p style="text-align: center">50 reports</p>
<div class="support-note success primary">Per user</div></td><td><p style="text-align: center">150 reports</p>
<div class="support-note success primary">Per user</div></td></tr></tbody></table>
<hr>
<h2 style="text-align: justify">How to add booster packs to your subscription<a name="how-to-add-booster-packs-to-your-subscription"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with account settings permission enabled.<br></div>
<p style="text-align: justify">To add booster packs to your subscription, navigate to your <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing tab</a> and scroll down to find the desired pack. Then, click <strong>“Get add-on“</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/add%20ons%20billing.png" alt=""></figure>
<p style="text-align: justify">You’ll continue to the add-on overview page with the selected add-ons. Here, you can select the pack tier (<strong>standard</strong> or <strong>premium</strong>) and add more packs if needed. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/review%20purchase%20add%20ons.png" alt=""></figure>
<p style="text-align: justify">Click on <strong>“Review purchase“ </strong>to continue to the subscription overview page and <strong>confirm the purchase</strong> if everything is correct.</p>
<div class="support-note success primary"><strong>Note:</strong> The booster price for your company account varies depending on the tier (<strong>standard </strong>or<strong> premium</strong>) and billing frequency (<strong>monthly</strong> or <strong>annual</strong>). The total cost for your account will be displayed in the add-on selection. Learn more about pricing in <a href="https://www.pipedrive.com/pricing" target="_blank" rel="noreferrer noopener">this page</a>.<br></div>
<hr>
<h2 style="text-align: justify">How to remove booster packs from your subscription<a name="how-to-remove-booster-packs-from-your-subscription"></a></h2>
<p style="text-align: justify">To remove a booster pack from your subscription, navigate to your <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing tab</a> and click <strong>“</strong><strong>Manage add-ons</strong><strong>”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/manage%20add-ons.png" alt=""></figure>
<p style="text-align: justify">You’ll continue to the add-on overview page with the selected add-ons. Click on <strong>“</strong><strong>Remove from plan</strong><strong>” </strong>and then <strong>”Review purchase”</strong>.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-08-25%20at%2016.29.24.png" alt=""></figure>
<p style="text-align: justify">Remember that the changes will be effective from the next renewal date. You’ll be able to confirm the date of the end of the billing cycle before<strong> proceeding to checkout</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-08-25%20at%2016.38.02.png" alt=""></figure>
<p style="text-align: justify">Continue through the checkout flow to save the changes on your subscription.</p>

Billing: booster packs

booster-packs

Booster packs

how-to-add-booster-packs-to-your-subscription

How to add booster packs to your subscription

how-to-remove-booster-packs-from-your-subscription

How to remove booster packs from your subscription

Frequently asked questions about Strong Customer Authentication (SCA)

<h2>How will I know my card has been authenticated successfully?<a name="how-will-i-know-my-card-has-been-authenticated-successfully"></a></h2>
<p style="text-align: justify">You will receive an in-app notification in the case that a required payment authentication fails.</p>
<hr>
<h2>What is EMV® 3-D Secure (3DS)?<a name="what-is-emv-3-d-secure-3-ds"></a></h2>
<p style="text-align: justify">EMV 3DS is the new industry standard and protocol for retailers to send data to card Issuers during a so-called “<strong>card-not-present</strong>“ transaction to help address false declines and lower “<strong>card-not-present</strong>” fraud – while providing a better customer experience. EMV 3DS is relevant for all “<strong>card-not-present</strong>” purchases, including recurring and card-on-file payments.</p>
<hr>
<h2>How can I identify what the EMV® 3-D Secure (3DS) looks like when I am making purchases online?<a name="how-can-i-identify-what-the-emv-3-d-secure-3-ds-looks-like-when-i-am-making-purchases-online"></a></h2>
<p style="text-align: justify">The large Credit Card Schemes and Banks have their own EMV® 3-D Secure (3DS) products.</p>
<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>
<hr>
<h2>What if my authentication fails or I receive an error message?<a name="what-if-my-authentication-fails-or-i-receive-an-error-message"></a></h2>
<p style="text-align: justify">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). </p>
<p style="text-align: justify">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.</p>
<hr>
<h2>What if I did not receive an SMS/Text message with my one-time passcode? <a name="what-if-i-did-not-receive-an-sms-text-message-with-my-one-time-passcode"></a></h2>
<p style="text-align: justify">If your financial institution uses SMS/Text messages for authentications, you will need to contact the <a href="https://www.pipedrive.com/en/blog/customer-service-management">customer service</a> number for your financial institution, which is typically found on the back of your card.</p>
<hr>
<h2>What is the cost of the authentication SMS? Who pays this fee? <a name="what-is-the-cost-of-the-authentication-sms-who-pays-this-fee"></a></h2>
<p style="text-align: justify">The SMS fee and its bearer are determined by the issuer banks, just like in the case of regular notifications. Please check the terms and conditions of your bank with regards to this service. </p>
<hr>
<h2>While staying abroad will I still receive an SMS for online authentication? Who will pay the fee for this? <a name="while-staying-abroad-will-i-still-receive-an-sms-for-online-authentication-who-will-pay-the-fee-for-this"></a></h2>
<p style="text-align: justify">You will still receive SMS for online authentication while you are abroad. The SMS fee and its bearer are determined by the issuer banks, just like in the case of regular notifications.</p>
<p style="text-align: justify">Please check the terms and conditions of your bank with regards to this service.</p>
<hr>
<h2>What happens when my card expires? <a name="what-happens-when-my-card-expires"></a></h2>
<p style="text-align: justify">You should receive a new card from your card issuer and they will usually automatically update this information in your profile.</p>
<p style="text-align: justify">However, it might be needed to update your card number/credentials on file, if you use this service with Pipedrive. </p>
<hr>
<h2>What happens if I cancel my card and then get a new one with a different account number? <a name="what-happens-if-i-cancel-my-card-and-then-get-a-new-one-with-a-different-account-number"></a></h2>
<p style="text-align: justify">Please speak to your card issuer with regards to the exact process which is also dependent on the services you use.</p>
<p style="text-align: justify">For example, you might need to register the new card for their authentication program or add your new card details to your wallet or update credentials on file with Pipedrive and other online merchants you use.</p>
<hr>
<h2>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? <a name="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"></a></h2>
<p style="text-align: justify">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.<br></p>
<hr>
<h2>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? <a name="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"></a></h2>
<p style="text-align: justify">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.</p>
<p style="text-align: justify">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).</p>
<hr>
<h2>I regularly shop at a specific website. Will I have to verify my identity and payment every single time in the future? <a name="i-regularly-shop-at-a-specific-website-will-i-have-to-verify-my-identity-and-payment-every-single-time-in-the-future"></a></h2>
<p style="text-align: justify">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 an “<strong>allow-list</strong>” of trusted retailers where you do not always have to authenticate yourself.</p>
<p style="text-align: justify">They might also decide to add individual rules around what retailers or products and services qualify for an “<strong>allow-list</strong>“ or if only payments below a certain threshold do not require additional authentication at allow-list retailers.</p>
<hr>
<h2>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? <a name="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"></a></h2>
<p style="text-align: justify">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.</p>
<p style="text-align: justify">This depends on the settings of your wallet and bank.</p>
<hr>
<h2>Is SCA now the only reason why my card payment was declined?<a name="is-sca-now-the-only-reason-why-my-card-payment-was-declined"></a></h2>
<p style="text-align: justify">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 and Merchant platform, card networks and the Cardholders themselves. </p>
<p style="text-align: justify">There could be several different reasons why a payment won’t go through. </p>
<ul>
<li>Card or other details are entered incorrectly </li>
<li>Insufficient balance</li>
<li>Card expired or new card hasn’t been confirmed yet </li>
<li>Card issuing bank declined the transaction for security reasons </li>
<li>Card has been reported as lost/stolen or it has been put on fraud alert </li>
<li>Account with the merchant needs to be confirmed </li>
<li>User dropped, e.g., because of time out, wrong clicks/refreshing the page </li>
<li>Anti-virus, firewall software or connectivity/Wi-Fi issues </li>
<li>Authentication failures</li>
</ul>
<hr>
<h2>Which countries will be enforcing PSD2 SCA?<a name="which-countries-will-be-enforcing-psd2-sca"></a></h2>
<p style="text-align: justify"><strong>*EU –</strong> 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 and Sweden</p>
<p><strong>**EEA –</strong> European Economic Area: EU + Iceland, Liechtenstein and Norway.</p>
<p><strong>***CTC –</strong> Contracted Transitional Countries: United Kingdom – 14-Sep-2021 and Switzerland – Date To be Determined</p>
<div style="text-align: justify" class="support-note success primary"><strong>**** Note:</strong> France has delayed enforcement until 01-Apr-2021<br></div>
<hr>
<h2>Are other countries and banks outside of the *EU, **EEA, ***CTC adopting PSD2 and/or SCA?<a name="are-other-countries-and-banks-outside-of-the-eu-eea-ctc-adopting-psd2-and-or-sca"></a></h2>
<p style="text-align: justify">PSD2 is a set of laws and regulations that applies to the *EU, **EEA, ***CTC only.</p>
<p style="text-align: justify">SCA using 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 *EU, **EEA, ***CTC.</p>
<hr>
<div style="text-align: justify" class="support-note success primary">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.<br></div>

<p>Learn about <a href="https://www.pipedrive.com/en/features/customer-management-software">Customer Management Software</a></p>

Strong Customer Authentication (SCA) FAQ

how-will-i-know-my-card-has-been-authenticated-successfully

How will I know my card has been authenticated successfully?

what-is-emv-3-d-secure-3-ds

What is EMV® 3-D Secure (3DS)?

how-can-i-identify-what-the-emv-3-d-secure-3-ds-looks-like-when-i-am-making-purchases-online

How can I identify what the EMV® 3-D Secure (3DS) looks like when I am making purchases online?

what-if-my-authentication-fails-or-i-receive-an-error-message

What if my authentication fails or I receive an error message?

what-if-i-did-not-receive-an-sms-text-message-with-my-one-time-passcode

What if I did not receive an SMS/Text message with my one-time passcode?

what-is-the-cost-of-the-authentication-sms-who-pays-this-fee

What is the cost of the authentication SMS? Who pays this fee?

while-staying-abroad-will-i-still-receive-an-sms-for-online-authentication-who-will-pay-the-fee-for-this

While staying abroad will I still receive an SMS for online authentication? Who will pay the fee for this?

what-happens-when-my-card-expires

What happens when my card expires?

what-happens-if-i-cancel-my-card-and-then-get-a-new-one-with-a-different-account-number

What happens if I cancel my card and then get a new one with a different account number?

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

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?

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

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?

i-regularly-shop-at-a-specific-website-will-i-have-to-verify-my-identity-and-payment-every-single-time-in-the-future

I regularly shop at a specific website. Will I have to verify my identity and payment every single time in the future?

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

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?

is-sca-now-the-only-reason-why-my-card-payment-was-declined

Is SCA now the only reason why my card payment was declined?

which-countries-will-be-enforcing-psd2-sca

Which countries will be enforcing PSD2 SCA?

are-other-countries-and-banks-outside-of-the-eu-eea-ctc-adopting-psd2-and-or-sca

Are other countries and banks outside of the *EU, **EEA, ***CTC adopting PSD2 and/or SCA?

<div dir="ltr" class="support-note success primary"><strong>Note: </strong>Adding and updating billing information can only be done by admin users.</div>
<p dir="ltr" style="text-align: justify">From October 1st, 2021, the <strong>Reserve Bank of India (RBI) e-mandate directive</strong> took effect for recurring payments using India Bank Cards. </p>
<p dir="ltr" style="text-align: justify">This means that customers who are using cards issued by a bank in India and are paying over ₹15,000 (INR) for their subscription renewal will need to log in to Pipedrive and manually re-enter the billing details to get the transactions successfully processed.</p>
<p dir="ltr" style="text-align: justify">To do this, go to your <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">billing tab</a> and edit your billing details by clicking on the pencil icon. If you experience any difficulties when re-submitting your details, don't hesitate to <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">contact our support team</a>.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20billing%20contact.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>If you need further information about the <strong>e-mandate</strong>, please reach out to your bank.</div>

Why do I need to re-submit my payment details for subscription renewals? (India)

<div style="text-align: justify" class="support-note success primary">In support of the people of Ukraine and following a wave of sanctions imposed after Russia's invasion of Ukraine, <strong>we are suspending Pipedrive services in Russia and Belarus</strong>.<br></div>
<hr>
<p dir="ltr" style="text-align: justify"><strong>When will this suspension end?</strong></p>
<p dir="ltr" style="text-align: justify">We will monitor the situation and review our decision internally as and when significant developments occur.</p>
<hr>
<p dir="ltr" style="text-align: justify"><strong>Will this be a temporary measure?</strong></p>
<p dir="ltr" style="text-align: justify">We aim to reinstate servicing our customers in Russia and Belarus as soon as peace and territorial integrity of Ukraine have been restored.<br></p>
<hr>
<p dir="ltr" style="text-align: justify"><strong>What will I see during account suspension?</strong></p>
<p dir="ltr" style="text-align: justify">You will see a screen pop-over if you try to log in during this time, which will direct you to <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">Support</a> for any questions.<br></p>
<hr>
<p dir="ltr" style="text-align: justify"><strong>What will happen to my data?</strong></p>

<p dir="ltr" style="text-align: justify">You will be able to access and export your data until your next renewal date. Any data left in your account after your next renewal date will be kept securely until we reinstate your service.</p>
<hr>
<p dir="ltr"><strong>My payment has already failed. What do I do now?</strong></p>
<p dir="ltr" style="text-align: justify">Any Russian or Belarusian customers whose payment has already failed now have a 30-day grace period. You will be able to export your data during these 30-days, after which your account will be terminated, and your data will not be saved.</p>
<p dir="ltr" style="text-align: justify">Please read our <a href="https://www.pipedrive.com/en/privacy#14-data-retention">data retention policy</a> for more details.<br></p>
<hr>
<p dir="ltr"><strong>Do I have time to download all my data? (E.g., contact information for prospects)</strong></p>
<p dir="ltr" style="text-align: justify">You can export your Pipedrive data before your next renewal date. You will no longer have access to your account and any data kept within your account from that date.</p>
<p dir="ltr" style="text-align: justify">Any data left in your account will be kept securely, and you can access it after we reinstate the service. We will reach out to you when your account has been reinstated. </p>
<p dir="ltr" style="text-align: justify">Learn how to export your data in <a href="https://support.pipedrive.com/article/exporting-data-from-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>
<hr>
<p dir="ltr"><strong>Does that mean that I cannot log in to my Pipedrive account tomorrow?</strong></p>
<p dir="ltr" style="text-align: justify">Pipedrive has suspended all its services in Russia and Belarus. After your next renewal date, you will no longer have access to Pipedrive. <br></p>
<hr>
<p dir="ltr"><strong>Will you let me know when my account has been reinstated?</strong></p>
<p dir="ltr" style="text-align: justify">Yes. Once Pipedrive services in Russia and Belarus and your account have been reinstated, we will let you know.<br></p>
<hr>
<p dir="ltr"><strong>I have paid for a full month/year. I want a refund for the unused time!</strong></p>
<p dir="ltr" style="text-align: justify">You will be able to access your account until your next renewal date.</p>
<hr>
<p dir="ltr"><strong>When exactly will my account be suspended? I have already paid for this month/year. Can I use it until the end of the billing cycle?</strong></p>
<p dir="ltr" style="text-align: justify">You will be able to access your account until your next renewal date.<br></p>
<hr>
<p dir="ltr"><strong>Can I still create trial accounts?</strong></p>
<p dir="ltr" style="text-align: justify">Yes, trial accounts can still be created, but you will not be able to become a paying customer of Pipedrive and will lose access to your account after your 14-day trial.</p>
<hr>
<p dir="ltr"><strong>How can I reach out to support if I don't have access to my account?</strong></p>
<p dir="ltr">You can reach out to our support team via email at support@pipedrive.com. Learn more in <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">this page</a>.</p>

Pipedrive services in Russia and Belarus FAQ

Billing information

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with <strong>a</strong><strong>ccount settings</strong> access. If you’re looking to cancel a <strong>trial</strong> account, please see our <a href="https://support.pipedrive.com/article/how-can-i-cancel-my-trial" target="_blank" rel="noreferrer noopener">guide</a>. </div>
<h2>Cancelling a paid account<a name="cancelling-a-paid-account"></a></h2>
<p style="text-align: justify">You can cancel a paid account by going to your<strong> <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a></strong> tab and selecting <strong>“C</strong><strong>ancel my subscription</strong><strong>”</strong> at the bottom of the page.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-26%20at%2018.08.37.png" alt=""></figure>
<p>The first step lets you review the data in your account and the features it comes with. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/cancel%20flow%204.png" alt=""></figure>
<div class="support-note warning"><strong>Note:</strong> By canceling your subscription, you’ll lose access to all your data. Learn how to export your data to avoid losing it in <a href="https://support.pipedrive.com/article/exporting-data-from-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p style="text-align: justify">At Pipedrive, we understand there are times when you might need to cancel the service. For statistical purposes, submit a reason for leaving.</p>
<p style="text-align: justify">Then, click <strong>”Continue to cancel“</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/cancel%20flow%206.png" alt=""></figure>
<p style="text-align: justify">The last step in the process is to fill out a brief questionnaire. Your feedback is extremely important to us, as it helps us improve our service and your experience.</p>
<p style="text-align: justify">Once you fill it out and consent that you’ll lose access to your data, click <strong>”Cancel my plan”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/cancel%208.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>The option to click <strong>”Cancel my account” </strong>won‘t be clickable unless all of the questions have been answered. <strong><br></strong></div>
<hr>
<h2 style="text-align: justify">What happens after you cancel? <br><a name="what-happens-after-you-cancel"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>After canceling, you can still access your data and account until the end of your billing cycle. After that, you won’t have access to your Pipedrive account. </div>
<p style="text-align: justify"> Once you have canceled, <strong>you‘ll receive an email</strong> confirming the cancellation of the subscription.<strong> </strong></p>
<p style="text-align: justify">A yellow banner on top of the page in Pipedrive will confirm you canceled properly. Please follow the above steps and <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">contact support</a> if you don’t receive an email.</p>
<p style="text-align: justify">We suggest <a href="https://support.pipedrive.com/hc/en/articles/115000797525-How-to-export-data-from-Pipedrive" target="_blank" rel="noreferrer noopener">exporting</a> all of your Pipedrive data before closing your account. If you want to <a href="https://support.pipedrive.com/article/how-can-i-regain-access-to-a-closed-pipedrive-account" target="_blank" rel="noreferrer noopener">reopen</a> your account again before it’s permanently deleted, you can simply <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-Data-with-spreadsheets" target="_blank" rel="noreferrer noopener">import</a> your data back into Pipedrive.</p>
<div class="support-note success primary"><strong>Note:</strong> Due to GDPR policies, we’re obliged to permanently delete accounts that have been canceled for a period of six months. You can learn more about the permanent deletion of the accounts in section 13.3 of our <a href="https://www.pipedrive.com/en/terms-of-service#effect-of-termination" target="_blank" rel="noreferrer noopener">Terms of Service</a>.</div>

How can I cancel my paid Pipedrive account?

cancelling-a-paid-account

Cancelling a paid account

what-happens-after-you-cancel

What happens after you cancel?

<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with <strong>account settings</strong> access.</div>
<p>It’s an easy process to transition from a trial account to a paid subscription with Pipedrive. </p>
<hr>
<h2 style="text-align: justify">Billing details<a name="billing-details"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If you choose not to enter billing details into your account, you’ll be locked out after your trial ends. You can log into your account within 60 days of your trial ending and enter billing details to start a paid subscription.<br></div>
<p style="text-align: justify">To start your paid Pipedrive subscription, go to your <strong><a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a> </strong>section.</p>
<p>You can enter your billing details before or during the payment flow.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pay%204.jpg" alt=""></figure>
<p>If you choose to wait, you’ll be asked to enter your billing details before you checkout during payment. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pay%203.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Starting a subscription <a name="starting-a-subscription"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>The cost of your subscription will appear as <strong>$0</strong> while you’re in trial. If you don’t add your billing details before the end of your trial, you’ll be locked out of your account until they’re added and a subscription is started. <br></div>
<p style="text-align: justify">From your <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener"><strong>Billing</strong></a> section, select <strong>”Manage subscription“</strong> to enter the payment flow. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pay%201.jpg" alt=""></figure>
<p style="text-align: justify">Next, select the plan you want to sign up for, or click <strong>”manage seats“</strong> to add extra slots for other users to be <a href="https://support.pipedrive.com/article/how-can-i-add-a-user" target="_blank" rel="noreferrer noopener">added to your account. </a></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pay%202.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Check out <a href="https://support.pipedrive.com/article/what-features-do-the-pipedrive-plans-have" target="_blank" rel="noreferrer noopener">this article</a> for a comprehensive list of features by plan. <br></div>
<p style="text-align: justify">After you select your plan, you’ll see a list of available add-ons that you can combine with your chosen subscription by clicking <strong>”+ Add to plan.“</strong></p>
<p>Some add-ons come free with certain plans, like the <a href="https://support.pipedrive.com/article/sales-documents-beta" target="_blank" rel="noreferrer noopener">Smart Docs</a> tool, which comes free with a Professional subscription or higher.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pay%203.jpg" alt=""></figure>
<p style="text-align: justify">After you click <strong>”Add billing details,“ </strong>fill in your contact, address and payment information in the next window.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pay%205.jpg" alt=""></figure>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pay%206.jpg" alt=""></figure>
<p>Lastly, click <strong>”Review purchase“ </strong>and check that everything you’ve entered is correct, then confirm your purchase. </p>
<div class="support-note success primary"><strong>Note: </strong>After you confirm your purchase, you’ll receive a confirmation email verifying your purchase. You can see your current subscription status in your Billing section. </div>
<hr>
<h2 style="text-align: justify">Skipping your trial<a name="skipping-your-trial"></a></h2>
<p style="text-align: justify">If you’ve created a new Pipedrive account, and you want to begin a paid subscription before the trial period ends, you can find that option in the Billing section. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/skip%20trial%20.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>When you click <strong>”skip trial,“ </strong>you‘ll be taken to the first step of the sign-up process to select your plan, and the procedure will be the same as the <strong>”manage subscription“ </strong>flow.<br></div>
<hr>
<h2>Direct debit<a name="direct-debit"></a></h2>
<p>Pipedrive offers credit card and Paypal options for all users, as well as direct debit for users in the following countries: </p>
<ul><li>Åland Islands</li><li>Austria</li><li>Belgium </li><li>Cyprus </li><li>France</li><li>French Guiana </li><li>Germany</li><li>Guadeloupe </li><li>Ireland</li><li>Italy</li><li>Luxembourg </li><li>Malta</li><li>Martinique </li><li>Mayotte</li><li>Monaco</li><li>Netherlands </li><li>Portugal </li><li>Réunion</li><li>San Marino </li><li>Slovenia </li><li>Spain</li><li>Saint Pierre </li><li>Miquelon</li></ul>
<div class="support-note success primary"><strong>Note: </strong>Learn more about accepted payment methods for Pipedrive in <a href="https://support.pipedrive.com/en/article/what-are-the-accepted-payment-methods-for-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.<br><a href="https://support.pipedrive.com/hc/en/articles/115004063369-How-can-I-insert-my-VAT-or-ABN-ACN-number-in-Pipedrive-" target="_blank" rel="noreferrer noopener"></a></div>

How can I start paying for Pipedrive?

billing-details

Billing details

starting-a-subscription

Starting a subscription

skipping-your-trial

Skipping your trial

direct-debit

Direct debit

<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/mdvuXQ3BB2NizsU5LDaMPX.jpg" alt=""></figure>
<p style="text-align: justify">Pipedrive is available in five different plans: <strong>Essential</strong>, <strong>Advanced</strong>, <strong>Professional</strong>, <strong>Power</strong> and <strong>Enterprise</strong>. You can compare plans and learn more about pricing for each plan <a href="https://www.pipedrive.com/en/pricing" target="_blank" rel="noreferrer noopener">here.</a></p>
<p style="text-align: justify">For each of these plans, you can be on either monthly or annual billing. </p>
<ul>
<li>
<strong>Monthly –</strong> pay on the same day each month, for as long as that subscription is active.
</li>
<li>
<strong>Annual –</strong> 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.</li></ul>
<p style="text-align: justify"><a href="https://support.pipedrive.com/article/leadbooster-add-on" target="_blank" rel="noreferrer noopener">Leadbooster</a>, <a href="https://support.pipedrive.com/article/web-visitors-feature" target="_blank" rel="noreferrer noopener">Web Visitors</a>, <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">Projects</a>, <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a> and <a href="https://support.pipedrive.com/article/sales-documents-beta" target="_blank" rel="noreferrer noopener">Smart Docs</a> (for users on Essential or Advanced) are add-ons that can be added to any plan and will have the same billing frequency as the plan you’re subscribed to.</p>
<div class="support-note success primary"><strong>Note: </strong>Pipedrive accounts are charged <strong>per seat</strong>, meaning you will be charged one license per seat, whether it is open or occupied by a user. For more information about the difference between seats and users, you can check out <a href="https://support.pipedrive.com/article/what-is-the-difference-between-a-user-and-a-seat" target="_blank" rel="noreferrer noopener">this article</a>. </div>

How does pricing work in Pipedrive?

What features do the Pipedrive plans have?

features-available-on-each-plan

Features available on each plan

add-on-features

Add-on features

<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with <strong>account settings</strong> access.</div>
<p style="text-align: justify">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 “<strong>Manage subscription</strong>”. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-05-05%20at%2013.48.37.png" alt=""></figure>
<p style="text-align: justify">From here, you will see the option to toggle between the plans or switch between <strong>Monthly</strong> or <strong>Annual</strong> billing cycles.</p>
<p style="text-align: justify">Click on “<strong>Continue“</strong><strong> </strong>(if you are on trial) or “<strong>Proceed to checkout</strong>“ (if you are already paying) to confirm your change. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/billing%20select%20plans.png" alt=""></figure>
<p style="text-align: justify">Your billing may be updated to reflect the changes you made.</p>
<p style="text-align: justify">You can read about what happens to your billing when you switch to a different Pipedrive plan <a href="https://support.pipedrive.com/en/article/what-happens-to-my-billing-when-i-change-my-pipedrive-subscription-plan" target="_blank" rel="noreferrer noopener">in this article</a> and what happens to your billing when you change billing frequencies <a href="https://support.pipedrive.com/en/article/what-happens-to-my-billing-when-i-change-my-billing-frequency" target="_blank" rel="noreferrer noopener">in this article</a>. </p>

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

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If you close a trial account, your data will be retrievable for 60 days. Please contact our <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">support team</a> for assistance. </div>
<p style="text-align: justify">When your Pipedrive trial is active, you will have the option to try our Essential, Advanced and Professional <a href="https://support.pipedrive.com/en/article/what-features-do-the-pipedrive-plans-have" target="_blank" rel="noreferrer noopener">plans</a> freely without being billed or required to enter your billing details.</p>
<p style="text-align: justify">What happens once the trial expires will depend on whether you have already entered your billing details during the trial. </p>
<p style="text-align: justify"><strong>If you have added your billing details during the trial: </strong></p>
<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. You can read more information on how subscription costs are calculated <a href="https://support.pipedrive.com/en/article/how-is-the-subscription-cost-of-the-pipedrive-invoice-calculated" target="_blank" rel="noreferrer noopener">in this article.</a></li>
<li>You will not lose access to the valuable data in your account and be able to continue working without interruptions.</li>
</ul>
<p style="text-align: justify"><strong>If billing information has not been provided during the trial period:</strong></p>
<ul>
<li>All access to the company Pipedrive account will be restricted once the trial ends. </li>
<li>Access will remain restricted until a user with billing access 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. <strong>If you have not entered billing information, no action is required from you in order to close your trial account. </strong></li>
</ul>
<p style="text-align: justify">If you choose not to enter billing details during the trial, it's recommended to <a href="https://support.pipedrive.com/en/article/exporting-data-from-pipedrive" target="_blank" rel="noreferrer noopener">export</a> all of your Pipedrive data before it ends.</p>
<p style="text-align: justify">If you would like to reopen your account again in the future before your account is permanently deleted, you can simply <a href="https://support.pipedrive.com/en/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">import</a> your data back into Pipedrive.</p>

What happens when my Pipedrive trial expires?

<p style="text-align: justify">Annual and monthly billing refers to the frequency of your payments, and either can be your best option based on what you need.</p>
<hr>
<h2 style="text-align: justify">Annual vs. monthly billing<a name="annual-vs-monthly-billing"></a></h2>
<p style="text-align: justify">Here's a quick guide to illustrate the difference between monthly and annual billing.</p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Name</strong></div></td><td><div style="text-align: justify"><strong>Payment frequency</strong></div></td><td><div style="text-align: justify"><strong>Cost</strong></div></td><td><div style="text-align: justify"><strong>Cancellation</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Annual</strong></div></td><td><div style="text-align: justify">You’re charged once at the start of your subscription for a full year’s cost on your chosen plan.</div></td><td><div style="text-align: justify">Discounted up to 32%</div></td><td><div style="text-align: justify">Annual subscriptions can’t be refunded because they’re prepaid. If you cancel your annual subscription, you’ll retain access to it until the end of the subscription term.</div></td></tr><tr><td><div style="text-align: justify"><strong>Monthly</strong></div></td><td><div style="text-align: justify">You’re charged on the same date each month, every month, for as long as your subscription is active.</div></td><td><div style="text-align: justify">Standard pricing</div></td><td><div style="text-align: justify">You can cancel your account at any time, and it’ll take effect on the next payment date.</div></td></tr></tbody></table>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If you switch from monthly to annual billing, your annual subscription will start at your next billing date. If you switch from annual to monthly billing, your monthly subscription will start at the <strong>end</strong> of the annual subscription term.<br></div>
<hr>
<h2 style="text-align: justify">Pricing page<a name="pricing-page"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>You can click <strong>”See all features“ </strong>to view our <a href="https://support.pipedrive.com/article/what-features-do-the-pipedrive-plans-have" target="_blank" rel="noreferrer noopener">features page</a>, or click <strong>”Try it free“ </strong>to start a new trial account. </div>
<p style="text-align: justify">You can see the cost of our different subscriptions on our <a href="https://www.pipedrive.com/en/pricing" target="_blank" rel="noreferrer noopener">pricing page</a>, and click the <strong>toggle</strong> to see the difference between monthly and annual. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/annual%201.jpg" alt=""></figure>

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

annual-vs-monthly-billing

Annual vs. monthly billing

pricing-page

Pricing page

<div class="support-note primary">
<strong>Note: </strong>This action is only available to users with <strong>billing</strong> access set up through <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener"><strong>User Management</strong></a>.</div>
<p style="text-align: justify">You may regain access to a closed Pipedrive company by logging in to 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.<br></p>
<p style="text-align: justify">Users without billing access cannot reactivate a closed Pipedrive account. If you would like your account reactivated, please contact an admin on your account or another user with billing access.</p>
<p style="text-align: justify">If you are having trouble regaining access to the account, you can <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">contact support</a> who will assist you.</p>

How can I regain access to a closed Pipedrive account?

<div class="support-note warning"><strong>Note</strong>: The account and data deletion methods discussed in this article are non-reversible. As such, use discretion when requesting these services.</div>
<p dir="ltr" style="text-align: justify">You have several options if you want the data on your Pipedrive account to be completely deleted.</p>
<hr>
<h2 dir="ltr" style="text-align: justify"><strong>Canceling your account</strong><a name="canceling-your-account"></a></h2>
<p dir="ltr" style="text-align: justify">If you don’t intend to use your account anymore, simply go through the standard <a href="https://support.pipedrive.com/article/how-can-i-cancel-my-paid-pipedrive-account">cancelation flow</a>.</p>
<p dir="ltr" style="text-align: justify">When a paid Pipedrive account is closed, that account and its data are scheduled for permanent deletion within six months of the date of closure. Trial accounts will be deleted within 60 days of the date of closure as per our <a href="https://www.pipedrive.com/en/privacy#data-retention">data retention policies</a>.</p><div dir="ltr" class="support-note success primary"><strong>Note: </strong>If you want to retrieve your trial account within the 60 days of the date of closure, please contact our <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">support team</a> for assistance.</div>
<p dir="ltr">Once you’ve canceled your account, you’re all set and don’t need to take any further action.<br></p>

<hr>
<h2 dir="ltr" style="text-align: justify"><strong>Deleting your account</strong><a name="deleting-your-account"></a></h2>
<p dir="ltr" style="text-align: justify">If you want to delete your account data immediately, <a href="https://support.pipedrive.com/contact-us">contact support</a> and request a manual account deletion. Once deleted, the account will be removed from our system, meaning you won’t have access to it anymore.</p>
<div dir="ltr" style="text-align: justify" class="support-note success primary"><strong>Note</strong>: The manual deletion process can take up to 48 hours.</div>
<hr>
<h2 dir="ltr" style="text-align: justify"><strong>The start-over link</strong><a name="the-start-over-link"></a></h2>
<p dir="ltr" style="text-align: justify">Use the <strong><a href="https://app.pipedrive.com/settings/start-over" target="_blank" rel="noreferrer noopener">start-over link</a></strong> if you want to delete your account data without closing your account. </p>
<p dir="ltr" style="text-align: justify">The link will delete <strong>all</strong> deals, people, organizations, products, notes and files in your account. However, it won’t reset your account settings, such as pipelines, stages, custom fields, users, etc.</p><div dir="ltr" class="support-note warning"><strong>Note:</strong> This data will be erased permanently and you won’t be able to recover it.</div>
<p dir="ltr" style="text-align: justify"><strong>Please note:</strong></p>
<p dir="ltr" style="text-align: justify"> 1. Only account settings admins can access the start-over link. </p>
<p dir="ltr" style="text-align: justify">2. We recommend exporting your data before resetting or deleting your account, since it can’t be recovered once deleted.<br></p>

Can I delete my account?

canceling-your-account

Canceling your account

deleting-your-account

Deleting your account

the-start-over-link

The start-over link

Your Pipedrive subscription plan

<p style="text-align: justify">It is <strong>not</strong> possible to edit the content of any Pipedrive invoices retroactively.</p>
<p style="text-align: justify">Any changes made to billing information will be shown on any invoices generated after those changes have been applied in Pipedrive. </p>

Can I change the information in a past Pipedrive invoice?

<p>When calculating the cost of your invoice, Pipedrive factors in three things:</p>
<ul>
<li><strong>The number of active seats in your Pipedrive company account –</strong> You will be billed by the number of seats you have and not users. Learn more about seats in <a href="https://support.pipedrive.com/article/what-is-the-difference-between-a-user-and-a-seat" target="_blank" rel="noreferrer noopener">this article</a>.</li>
<li><strong>The subscription plan you are on (Essential, Advanced, Professional, Power, or Enterprise) –</strong> Visit our <a href="https://www.pipedrive.com/en/pricing" target="_blank" rel="noreferrer noopener">pricing page</a> to know more about our plans and their prices.</li><li><strong> The billing frequency –</strong> Being <strong>monthly</strong> or <strong>annual</strong>. Annual subscriptions are paid upfront for the entire year and come with a discount. Monthly subscriptions pay full price. For more information about the difference between monthly and annual billing, you can look at <a href="https://support.pipedrive.com/en/article/what-is-the-difference-between-annual-and-monthly-billing-in-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.</li></ul>
<div class="support-note success primary"><strong>Note: </strong>Your currency and payment options will be determined by your location. Learn more about our payment methods in <a href="https://support.pipedrive.com/article/what-are-the-accepted-payment-methods-for-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.<br></div>

How is the subscription cost of the Pipedrive invoice calculated?

<div class="support-note success primary"><strong>Note: </strong>This action is only available to users with the <strong>account settings</strong> permission enabled.</div>
<p style="text-align: justify">To view past invoices for a company Pipedrive account, go to your<strong> <a href="https://app.pipedrive.com/settings/subscription">Billing</a> </strong>tab and select “<strong>Invoice history</strong>” on the right side.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/invoice%201.jpg" alt=""></figure><div class="support-note success primary"><strong>Note: </strong>The information displayed on past invoices can’t be changed, and any changes made to your billing information are reflected in future invoices.</div>

How can I view my past Pipedrive invoices?

<p style="text-align: justify">Invoices from Pipedrive will be received by email, at the email address set by the admin user when providing billing information. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/billing%20contact.png" alt=""></figure>
<p style="text-align: justify">You can adjust this information by going to the <a href="https://app.pipedrive.com/settings/subscription">Billing </a>page; then, locate the <strong>Billing contact</strong> panel on the right-hand side of your screen and click on the pencil icon. Here, you will be able to update your billing details. </p>

How will I receive my Pipedrive invoice?

<p style="text-align: justify">As a subscription service, Pipedrive invoices are automatically paid the moment they are generated, using the billing information set for that company’s Pipedrive account.</p>
<p style="text-align: justify">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. </p>

When does my Pipedrive invoice need to be paid by?

<p style="text-align: justify">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.<br><br>Since Pipedrive is a subscription-based service, access to Pipedrive is dependent on the timely payment of the company invoice.</p>
<p style="text-align: justify">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.<br><br>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 with your business.</p>

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

<p style="text-align: justify">The vendor name that appears on the Pipedrive invoice will depend on the currency your company account is using to pay for its subscription.</p><table><tbody><tr><td><div style="text-align: center"><strong>Companies paying in</strong></div></td><td><div style="text-align: center"><strong>Vendor name</strong></div></td></tr><tr><td><div style="text-align: center">USD</div></td><td><div style="text-align: center">Pipedrive Inc.</div></td></tr><tr><td><p style="text-align: center">EUR</p></td><td><div style="text-align: center">Pipedrive OÜ</div></td></tr><tr><td><div style="text-align: center">GBP</div></td><td><div style="text-align: center">Pipedrive UK Ltd.</div></td></tr></tbody></table>
<p style="text-align: justify">Learn more about accepted payment methods in Pipedrive <a href="https://support.pipedrive.com/en/article/what-are-the-accepted-payment-methods-for-pipedrive" target="_blank" rel="noreferrer noopener">here</a>. </p>

What vendor name will appear on my bank statements?

<p style="text-align: justify">Taxamo is Pipedrive's official partner in certain countries.</p>
<p style="text-align: justify">If you see <strong>Taxamo</strong> 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. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><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"></figure>
<p style="text-align: justify">You will also see <strong>Taxamo</strong> rather than Pipedrive, as the provider of the invoice when looking at your invoices.</p>
<p style="text-align: justify">To see your invoices, you can go to<strong> <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing &gt; Invoice history</a></strong>. </p>
<div class="support-note success primary"><strong>Note</strong>: This action is only available to users with <strong>Billing</strong> access set up through <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener"><strong>User Management</strong></a>. </div>

Why do my invoices say "Taxamo"?

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with billing access set up through <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener"><strong>User Management</strong></a>.<br>
</div>
<p style="text-align: justify">Depending on your country's billing address you have the possibility to enter your tax ID to reflect on your invoices.</p>
<p style="text-align: justify">To add or update your tax ID in your account, go to your <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener">Billing</a> tab and select the <strong>pencil icon</strong> in the <strong>Billing details</strong> section.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20contact%20details.png" alt=""></figure>
<p style="text-align: justify">Scroll down to the <strong>Address</strong> section and fill in the tax number field that appears there. </p>
<div class="support-note primary">
<strong>Note: </strong>Keep in mind that you cannot change your VAT, ABN, or GST number retroactively for previous Pipedrive invoices.<br>
</div>
<hr>
<p style="text-align: justify"> <strong>European:</strong></p>
<p style="text-align: justify">If you have a European billing address, you will have the possibility to add your <strong>VAT</strong> number.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/VAT2.png" alt="VAT2.png" width="599" height="314"></figure>
<p style="text-align: justify"><strong> </strong></p>
<hr>
<p style="text-align: justify"><strong>Australian:</strong></p>
<p style="text-align: justify">If you have an Australian billing address, you will have the possibility to add your <strong>ABN</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/VAT3.png" alt="VAT3.png" width="601" height="315"></figure>
<hr>
<p style="text-align: justify"><strong>Other:</strong></p>
<p style="text-align: justify">In some other countries such as Norway, Turkey, Taiwan, South Korea, Singapore and New Zealand, you will also have the possibility to add your tax ID number to your account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/VAT_4.png" alt="VAT_4.png" width="599" height="314"></figure>
<div style="text-align: justify" class="support-note success primary">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" rel="noreferrer noopener">VAT</a> check and <a href="http://abr.business.gov.au/" target="_blank" rel="noreferrer noopener">ABN</a> check), please <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">contact support</a> for further assistance.<br></div>

Knowledge Base

Billing

Billing information

Your Pipedrive subscription plan

Invoices

Got any questions?