Self-serve invoicing

Available for: Team plan (10+ members, annual subscription), Business plan (annual subscription)

With the self-serve invoicing option, you will be able to upgrade your account to a paid plan with the following payment methods:

• ACH credit transfer 
• Wire transfer
• Credit card

You can also change your payment method from a credit card to self-serve invoice.

Why choose self-serve invoicing?

• No need to reach out to a Miro representative
• Less paperwork than manual invoicing
• Add and remove seats as you wish (billed retroactively on a prorated basis) starting from 1 seat at any time
• Convenience of automatic renewal (cancel anytime in your settings).

In this article:

1. Upgrading your account with a self-serve invoice
2. Switching from credit card to self-serve invoice
3. Upgrading Team plan to Business plan with a self-serve invoice
4. Credit card payments vs self-serve invoicing
5. Changing team size with self-serve invoice
6. Cancelling subscription with self-serve invoicing enabled

Upgrading your account with a self-serve invoice

If you would like to purchase the Team plan, make sure to choose the Yearly billing type and select at least 10 members in the team size drop-down menu. This unlocks Invoice payment method on Miro payment page. The minimum team size for the Business plan is 5; the invoice method is also available for annual subscriptions only.

Select Invoice payment method and submit the billing contact email (Miro will also be sending invoices to this email) and the billing information. Click Purchase to proceed.

Upgrading with a self-serve invoice

The system will confirm the upgrade and generate an invoice with a due date. 

Upgrade confirmation after choosing self-serve invoicing 

An invoice will be sent to the billing contact within an hour. It should be paid within 30 days while the Team/Business plan access will be granted right away.

💡 To add your company details to the invoice, enter the details right after the upgrade in the Team settings > Billing information > Settings (the invoices are finalized within 1 hour). You'll be able to download the invoice with the details by clicking the Download as PDF button in the bottom-left corner of the email sent at the billing contact's email address.

When a Miro invoice hits your inbox, you can pay it! To do so, open the email and click the Pay this invoice button. 

Invoice from Miro

You will be able to choose the preferred payment method: credit card or bank transfer. 

Choosing a payment method

For credit card payments, submit your credit card details and click Pay invoice. If you'd like to pay via ACH or bank transfer, use the bank details indicated on the invoice.

✏️ Every subscription has a unique account number.

⚠️ ACH credit transfers are only available in the US.

⚠️ Note that payments by check are not accepted. 

Team administrators can also pay an invoice in Team settings > Billing > Invoices.

Invoice in Billing settings

All team members and administrators will see a payment reminder at the top of their Dashboard. Team administrators will see the first reminder starting from 15 days before the due date. 

Please pay the invoice within 30 days after the upgrade. Otherwise, the account will be expired and your access to Team plan features will be restricted.

Once an invoice is paid, you will be sent a receipt and will also be able to download a post-payment invoice in Billing settings.

Switching from credit card to self-serve invoice

On the Team and Business plan, you can change your payment method and switch from credit card to self-serve invoice. To proceed, go to the Team settings > Billing > Payment methods and click Change payment method.

Changing the payment method in the Billing settings

Select Invoice and fill in the required fields. Take a look at the instructions above for more information.

Selecting invoice as a payment method

When you change the payment method, our payment system immediately starts a new billing period (new year), and the newly generated invoice includes a proration for the rest of the year. All currently outstanding payments (for example, upcoming invoices for newly added seats) are collected from the current payment method before the payment switch. If the charge is unsuccessful, the amount of the payments is added to the new invoice.

Upgrading Team plan to Business plan with a self-serve invoice

To upgrade your Team plan account to the Business plan, click the profile icon in the upper-right corner of the team dashboard, and choose Upgrade.

Upgrading Team plan account to Business

Find Business plan on the menu and click Upgrade. Select Yearly subscription. On the purchase window, you will see three payment methods - choose Invoice and proceed with the purchase.

Purchase window of the Business plan

Upgrading the Team plan to the Business plan with self-serve-invoice results in starting a new billing period (new year). The proration for unused time on the Team plan will be calculated by the payment system and applied to the purchase.

If you have an unpaid invoice for additional seats on the Team plan, we will try to charge the invoice while the upgrade. If the charge is unsuccessful, the prorate will be added to the new self-serve invoice. 

Credit card payments vs self-serve invoicing

Below we compare the two payment methods available for you while upgrading - you can choose credit card payments or online invoicing. 

Changing team size with online invoice

As a customer paying via self-serve invoices, you can change your team size at any point and pay later for the changes. As a minimum, you can add 1 user to your team.

✏️ On Team plan newly invited members first start a 7-day trial, after which they become a paid seat. Learn more.

For teams paying via ACH and wire transfer, we will send you a Quarterly True-up invoice for any additional seats in your account each quarter.

Example of Yearly Team plan additions:

The start date of your yearly subscription is March 1. On May 16 you invite 5 teammates to join your account. The full price per seat is $96. On June 1st we will send you a quarterly true-up with the prorated amount for additional members starting from May 16 through the rest of the billing period: $96x5/365 days x 285 days = $374,79.

✏️ Payment for Day Passes consumed by Occasional users is added to the quarterly true-up invoice as well.

If you reduce team size, your next invoice will be changed – the prorated amount for the unused time will be deducted from it.

Decreasing team size

Cancelling subscription with self-serve invoicing enabled

To cancel your subscription, go to Billing > Overview > click Cancel Subscription. If you cancel your subscription before paying your first invoice, the team will be downgraded to the Free plan immediately.

If you already paid the invoice, you will have access to all paid features until the end of the paid period, but you won't be able to add new seats to your team. In case you added new seats during the current quarter, we will ask you to pay for them after cancelling your subscription: another invoice will be sent.

Cancelling subscription