Manage renewals, cancellations, and invoices

Review renewal notices, payment status, invoices, cancellations, refunds, and reactivation paths for a GovTribe account.

Use Account to jump straight to plan changes, review your GovTribe renewal status, update payment information, download invoices and receipts, and review what options are available for cancellation or reactivation.

Start on the Account page

Open Account from the user menu. Only the account owner can change account settings, billing information, plan selection, and user access. Other users can see who manages the account and should contact that owner for billing changes.

The Account page is the best starting point because it shows the current plan, subscription status, billing interval, renewal or cancellation date when available, payment method, users, and invoices.

Choose the right billing action

Need	Start here	Notes
Cancel before renewal	Review Current Plan and the renewal date on Account.	Contact Customer Success before the renewal date if the Account page does not offer self-service cancellation or says to contact GovTribe.
Change plans	Use Change from Current Plan when it is available, or contact Sales when Account says to contact GovTribe.	Some downgrades are blocked until users, saved searches, pursuits, or integrations fit the selected plan. Sales-led upgrades, Scale, Enterprise, and custom plan changes should use that Sales form.
Update payment information	Use Update in Payment Information.	If access was interrupted by a failed payment, update the card first, then contact Customer Success if the account does not reactivate.
Download invoices or receipts	Use Download or View in Account Invoices.	Free-trial accounts do not show paid invoices.
Change invoice recipients	Ask the account owner or billing contact to contact Customer Success with the new recipient details.	This is most important when the person receiving renewal notices has left the company.
Ask about a refund or disputed renewal	Gather the invoice, receipt, renewal date, account name, and reason for the request.	Refunds and billing exceptions require account-specific Customer Success review.

Review renewal and cancellation status

The Current Plan section shows the active plan and subscription status. Depending on the account status, it can show whether the account is active, in a free trial, in a grace period, cancelled, or expired.

Active plans can show an automatic renewal date. Cancelled or grace-period plans can show the date the subscription will cancel or expire. If the page shows Contact Sales to modify your plan, the account likely has a Scale, Enterprise, custom, or legacy configuration that needs Sales review before GovTribe can apply the change.

Understand renewal notices and card charges

Renewal notices can describe the upcoming renewal date and the payment method that may be charged. If your team does not want the saved card charged, the account owner should contact Customer Success before the renewal date to review cancellation, payment-method removal, invoice-recipient changes, or account-owner access.

Removing a payment method, letting a renewal payment fail, or waiting until after the renewal date can interrupt access or require Customer Success review before the account can be reactivated. Use the Account page as the account-specific source of truth, and contact Customer Success early when the person who receives renewal notices or invoices is no longer with the company.

Cancel before a renewal

Start from Account and review the status, renewal date, and available plan action. If self-service cancellation is available, use the account page action before the renewal date and confirm the cancellation or expiration date shown afterward.

Some Scale, Enterprise, custom, and legacy accounts do not have self-service cancellation. If Account says to contact GovTribe for cancellation, send the account name, current plan, renewal date, billing contact, and requested cancellation timing from the account owner or billing contact through Customer Success.

If you are in a free trial, review the Current Plan section for trial status and any available cancellation action. Contact Customer Success before the trial converts if the page does not show the action you need.

Find invoices and receipts

The Account Invoices section lists paid account invoices for non-trial accounts. Use it when you need billing history, invoice PDFs, receipts, or the billing period connected to a charge.

Need	Where to look
Invoice PDF	Use the Download link in the Invoice column when it is available.
Receipt	Use the View link in the Receipt column when it is available.
Billing period	Review the Period Start and Period End columns.
Charge date	Review the Created column and the receipt when available.

If the table has no paid invoices to show, GovTribe displays No Invoices. Free-trial accounts do not show paid invoices until the account moves to a paid subscription.

Update invoice recipients and billing contacts

Invoice and renewal emails can become outdated when the account owner, billing contact, or original purchaser leaves the organization. If your team needs future invoices or renewal notices sent somewhere else, contact Customer Success with the account name, current recipient when known, and the new billing recipient email addresses.

Do not send payment card details by email. Use the Payment Information section on Account when a card needs to be updated.

Update payment information

The Payment Information section shows the card on file for future GovTribe charges. Use Update to open Update Payment Information and enter a new credit card.

Keeping payment information current helps paid accounts avoid interruptions for renewals, credit packs, Pay-As-You-Go usage when available, and auto-refill purchases.

If a failed or expired card caused the account to cancel, enter the updated payment method first. If the account still shows cancelled, expired, or interrupted after the payment method is updated, contact Customer Success with the account name, plan, and the payment-update date.

Cancel or reactivate an account

Cancellation and reactivation options depend on the account's plan, billing state, and legacy configuration.

To jump straight to plan changes, open Account. When self-service plan changes are available, Change opens the plan-selection view. GovTribe may label the plan action as Buy, Upgrade, Downgrade, Reactivate, or Current Plan depending on the current subscription.

Some changes need review before GovTribe can apply them. For example, a downgrade can be unavailable while the account is over the selected plan's user, saved-search, active-pursuit, or integration limits. GovTribe shows a Not Available dialog with the reason and the change needed before the plan can be selected.

Scale, Enterprise, custom, and some legacy accounts can require Sales assistance for plan expansion and Customer Success assistance for cancellation, renewal, downgrade, reactivation, or invoice billing questions.

Understand refunds, renewals, and legacy-plan limits

GovTribe subscription access is account-specific. Public plan information describes current plans, but custom account settings, older legacy plans, invoice billing, and sales-negotiated terms can affect what the Account page allows.

For refund, cancellation-date, remittance, invoice-billing, renewal-price, auto-renewal, or legacy-plan questions that are not answered by the Account page, contact Customer Success from the account owner's email address. Include the account name, the plan shown on the Account page, the billing date or invoice involved, and the action you are trying to take.

Troubleshoot billing questions

Issue	What it usually means	What to do next
I cannot change plans from Account.	The account may be Scale, Enterprise, custom, legacy, or blocked by current usage limits.	Open Account, review any Not Available message, reduce usage if needed, or contact Sales for plan expansion.
I need a receipt or invoice.	Paid invoices appear under Account Invoices when available.	Use Download or View in the invoice table. Contact Customer Success if the invoice is missing.
My payment failed or the card changed.	The saved payment method may be expired, declined, or unavailable.	Update payment information from Account, then contact Customer Success if the account remains interrupted.
I received a renewal notice and do not want the saved card charged.	The account may renew using the payment method on file unless the account is changed before renewal.	Contact Customer Success before the renewal date from the account owner or billing contact.
The invoice or renewal notice goes to the wrong person.	The billing or account contact may be outdated.	Ask the account owner or billing contact to contact Customer Success with the correct recipient details.
I cancelled but still need access until the end date.	Cancelled or grace-period accounts can show the cancellation or expiration date.	Check the Current Plan section and contact Customer Success if the date looks wrong.
I need to reactivate.	Reactivation can be self-service on some accounts and support-assisted on others.	Use the available Account page action or contact Customer Success when the page says to contact GovTribe.
I am on a legacy plan.	The public plan comparison may not match every legacy or custom account setting.	Use the Account page as the account-specific source of truth and contact Sales for plan expansion or Customer Success for billing help.

Account: Review plan status, payment information, users, and invoices.
Choose the right GovTribe plan: Compare current public plans, limits, and credit-powered features.
Credits: Manage credit balance, credit packs, Pay-As-You-Go, auto-refill, and usage alerts.
Manage GovTribe users and invites: Remove inactive users or resolve user-limit blockers before changing plans.

Manage renewals, cancellations, and invoices

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