Skip to main content

Wistia Billing Overview

Discover how to access your billing settings and update your plan.

Hanna avatar
Written by Hanna
Updated this week

Account Owners can make any billing changes within an account. Under your profile icon dropdown menu, click "Settings."

From here, you'll be able to access all of your billing-related pages, including the Plans page, Account Usage page, and Billing page.

Tip

Managers can access the Account Usage page too! Check out this page for more information on user roles.

If you aren’t able to access these pages or aren’t sure of the Account Owner(s) for your account, let us know; we can help you determine next steps.

Billing security

For your account’s security, we’re strict with the policies in the following sections. In order to maintain PCI compliance, we cannot learn or save your credit card details. This means we cannot take that information from you either by email or over the phone.

We also want to ensure that unauthorized users do not gain access to your account, so we require that you are an Account Owner in order to view or edit any billing or plans pages. This also means we won’t give out the information on these pages to someone who is not set as an Account Owner.

Billing settings

Overview

To view or update billing details, head to the Billing page by clicking "Billing" from the side panel in Settings. This will bring you to the billing Overview tab.

Note

Only Account Owners can view and update billing details in a Wistia account.

From the Overview tab, you can see all billing settings at a glance. You'll find shortcuts to change your plan or billing cycle, view invoices and receipts, monitor your usage, and manage billing contacts.

Invoices

Head to the Billing page in Settings, then click the "Invoices" tab to view invoices and receipts for your account. You can also use this page to check on the status of an invoice.

To download an invoice or receipt, select "View invoice" or "View receipt," and there will be an option to download the document as a PDF in the top right corner.

Invoice details

As the Account Owner, you can make changes to the invoice details on your account. To do so, navigate to the "Invoices" tab of the Billing page in Settings and click "Add additional invoice details."

Here's what you can include on your invoices:

  • PO number

  • Address

  • Phone number

  • VAT number

  • TIN number

  • Memo

You can update and save this information at any time, and it will appear on all the existing and future invoices. You can download an updated copy of an existing invoice from the Invoices tab.

Payment methods

You can pay for your account with a credit card, bank account, ACH, or wire transfer. We accept all major credit cards and all major banks in the United States and Canada.

To add or update a payment method, navigate to the Billing page in Settings and click the "Payment methods" tab.

Credit card payments and payments taken from your bank account will be processed automatically on your billing date.

You can pay for your subscription on either a monthly or annual basis. If you pay annually for your subscription, you can add multiple payment methods to your account to pay separately for annual renewals and monthly extras.

Add a credit card

From the Billing page in Settings, click the "Payment methods" tab, and select "Add credit card." Enter your information and verify it's correct, then click "Save."

Once the card is saved, you can set it as a default payment method for annual or monthly payments.

If you run into any snags when you’re saving your card, head to the Credit card not updating section in our Billing Troubleshooting guide. Or, feel free to contact us here.

Add a bank account

From Settings, navigate to Billing then Payment methods, and select "Add Bank Account." Then, follow the prompts to connect your account. We use Plaid to connect your account.

We only connect to banks based in the US or Canada at this time.

When an order is issued, we’ll use ACH debit to pull money from the account to pay the invoice.

Set up ACH or wire transfer

On the Payment methods tab within your Billing page, select the menu next to ACH/Wire Transfer and select "Set as Default."

When your invoice is issued on your billing date, it will include the banking information needed to send an electronic payment, such as the bank name, routing number, account number, and SWIFT code. The invoice will also include a link to pay the invoice directly by card or bank account in case you need it!

Multiple payment methods

If you’re paying annually for your plan and want to use a separate payment type for monthly video allotments, you can add multiple payment types on the Payment methods tab in your Billing settings.

Here, you can see a list of all the payment methods that you’ve added to your account. From that list, you can select which methods you'd like to use for your subscription and monthly extras.

Billing contacts

While the Account Owner is the only user able to access the billing profile of your Wistia account, you can add additional users to receive billing-related emails, such as receipts, late payment notices, and cancellation alerts. We call these users Billing contacts.

Note

Adding someone as a Billing contact does not create a Wistia login for them. Billing contacts will only receive emails. The Account Owner is still the only user able to update billing information.

To add or edit a Billing contact, head to your account settings, click "Billing," then the "Billing contacts" tab.

To view user details or remove a user as a Billing contact, click the menu next to their name.

Change plans

If it’s time to upgrade (or downgrade), the Account Owner can make that change at any time. In your account settings, head to the Plans page and select your new plan. Here, you can see what plan you're on, as well as other plan options and features.

Follow the necessary steps depending on whether you're purchasing or downgrading. If you're upgrading from a Free plan, you'll be prompted to select a billing cycle and add a payment method.

As soon as you confirm your changes, your account will update to the new plan.

If you upgraded, you will also see a charge for the pro-rated difference in price shortly after your upgrade — you’ll get an email telling you the exact amount.

If you are interested in upgrading to a Premium plan, we can help you get the plan you need. On your Plans page, click the option to get in touch with us so that we can discuss your exact needs!

Subscription renewals

Your subscription renews automatically at the end of each billing period. This is the case for both monthly and annual plans. You can see your renewal date on the Overview tab of your Billing page in Settings.

If you would rather not renew your subscription, you can either downgrade to the Free plan or cancel your account.

Note

If you decide to downgrade your account, you may need to delete media if you are over the limit of the current free plan.

Cancellations

To cancel your account, head over to the Cancel page of your account settings and choose a cancellation option. Then, click "Continue to cancel" to reach the confirmation step.

Head to our Cancel Account help page for a step-by-step guide.

Troubleshooting

Questions about your bill? Card not updating? Something else? Visit our Billing Troubleshooting guide for answers to common billing questions.

Did this answer your question?