Billing & Plans2 min read

    Managing your subscription

    Payment methods, invoices, and cancellation — owners only

    Where billing lives

    Settings → Billing, visible only to organization owners. Admins and members don't see billing information at all — this is deliberate (see Roles and permissions).

    What you can do there

    • Upgrade to Professional or update your plan
    • Manage payment methods through the secure Stripe billing portal
    • Download invoices and view payment history

    Payments are processed by Stripe; RFI Know never stores your card details.

    Canceling

    You can cancel any time. Professional features continue until the end of the paid billing period. After that, access pauses — your questionnaires, documents, and answer library are retained, so resubscribing later restores your workspace rather than starting from zero.

    Payment problems

    If a payment fails, the owner is notified and payment is retried. Update the payment method in the billing portal to resolve it. If your billing owner has left the company, contact support for a verified ownership transfer.

    More in Billing & Plans

    Still need help?

    Can't find what you're looking for? We're happy to help with anything — from a stubborn upload to advice on structuring your knowledge base.