View Account and Plan Details

Within Settings, you can view all of your account details, email address, plan type, expiration date and account quotas.

  • Account ID: Your Account ID (e.g. 12345678) is used to uniquely identify your account and is the same for any team members with access to your account. When contacting support, this number helps agents locate your account.
  • Email address: your email address is the one you entered when you first signed up and is the one you use to log into your account.You have the option to change your email within settings. This address is also where you receive emails from Invoice2go. 
  • Plan: shows what your current plan (e.g. Standard) is and when your account expires (e.g. 1/1/2019).
  • Account Quotas: shows you the amount of remaining quotas you have left for your account (e.g.Clients 57/100). If you have an Advanced or Unlimited Plan, you will be able to add new users to your account under Team members (web only).

iOS and Android

  1. Tap on the Profile Icon in the upper right corner of the home screen
  2. You can view your Email Address associated with your account at the top
  3. You can view your Account ID under the account section
  4. Tap on Manage Subscription to view your current plan type, account expiration date and account quotas

Web

  1. Click on your Company Name in the upper right corner to view your associated Email Address and Account ID
  2. Click on Edit to change your Email Address
  3. Click on Account & Settings
  4. Click on Manage Subscription to view your current plan type, account expiration date and account quotas

 

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