Subscription & Billing Info
PERMISSION: Only the Account Owner or Administrators with the "Manage Subscription and Billing Information" permission can access these areas.
To access your Subscription and Billing information, navigate via your Settings menu.
Select Subscription from the Settings menu to:
- View your current subscription plan
- Change your account Owner
- Upgrade or downgrade your plan
- Cancel your subscription
- View and Edit your Billing Information
Change Your Account Owner
If the current Owner of your account leaves the company, or you need to assign a new Owner to your account for other reasons, simply select Change Owner from the "Your Subscription" section. You are able to change the Owner to any active User on the account.
Adding Additional Email Addresses
In the event you need to add additional email addresses to receive account billing communication, Fleetio offers a CC Emails field. Any email addresses entered in that field (separated by commas) will be CC'd on Fleetio Billing communication.
Upgrading/Downgrading with Proration
Fleetio shows your current plan in the "Your Subscription" section of the Subscription page.
When your trial is complete, you will receive a red banner at the top of your Dashboard allowing you to update your billing information.
You can also make changes to your subscriptions using the options in the "Manage Subscription" section.
NOTICE: If you are upgrading to a higher plan, you will receive a prorated credit for the unused days left in your billing cycle and this will be applied to the new plan. If downgrading to a smaller plan, the prorated difference will be credited to your account and applied to the next billing cycle.
Cancel Your Subscription
Should you need to cancel your Fleetio subscription, you can do so by selecting Cancel Subscription and Close Account from the "Manage Subscription" section of the Subscriptions page.
Prior to cancelling your account you may want to export the data in your Fleetio account by navigating to the Settings menu and selecting Export Account Data.
Select Billing from the Settings menu to:
- View your billing contact information
- View and edit your credit card information
- Access your billing statements
To activate a paid plan, you will need to add an accepted credit card (Visa, MasterCard, AMEX and Discover).
Viewing Your Billing Contact Information
If you have not already done so, when you log on Fleetio will prompt you to add your Billing Address. This can later be edited in "Subscriptions and Billing"
Addresses will also auto-search via Google Lookup:
Adding/Updating a Credit Card
Click View Billing Details in the Subscriptions and Billing section to add or change your credit card details.
Selecting Add Credit Card will provide you with the option to add one, or multiple, credit cards to your account.
Credit Card Security
We do not store any credit card information in the Fleetio databases.
All credit card information is securely stored with our credit card processor, Authorize.net. This adheres to the Payment Card Industry Data Security Standard (PCI DSS) comprehensive requirements developed by the major card brands to facilitate the adoption of consistent data security measures.
You can access a complete history of your billing statements on the Billing page. Simply click the date of the billing statement you'd like to view and a PDF version of the billing statement will open for you to view and download.
We can issue invoices for annual plans (prepay for a year in advance).
NOTICE: We can only accept check payments from customers in the U.S. at this time. International customers must pay via credit card.