Billing and invoices

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To access your billing information, go to Account Settings > Plan after logging in to Optimizely Experimentation.


Click Save Settings when you are finished making changes to your account settings.

Account billing

You must be an administrator to access billing information.

You can access billing information from the Account tab by clicking Plan & BillingAn overview of your plan information displays, including billing contact details, payment methods, and your billing history. You can change your payment method details. 

Retrieve invoices

The bottom section of the Billing window lists your invoices. View an invoice by clicking the number of the one you want to see. Click PDF to download an invoice. If you do not see the invoices you want, you click All Invoices.

Sales tax

Optimizely Experimentation has a legal obligation to collect sales tax for some customers based on their local jurisdiction and the product or service type being purchased. Optimizely Experimentation uses the billing address for each account to determine applicable sales tax. Optimizely's services were reviewed independently, and tax due depends on several factors, including service type purchased, service address, applicable tax jurisdiction, and local tax laws.

Beginning July 1, 2015, applicable sales tax is applied on a separate line item on invoices.

Optimizely Experimentation collects sales or use tax only for invoices generated after July 1, 2015. All prior periods invoices are unaffected, regardless of your account's payment terms or billing frequency.

If you believe you are exempt from sales or use tax, email your appropriate exempt-sales certification to  

Cancel an account

To cancel your account, contact your Customer Success Manager.

If you are not looking to cancel your account but rather to remove a collaborator from your account, see Manage collaborators