Billing belongs to the agency rather than to a single subaccount, so it lives in the Agency View: click your workspace name at the top of the sidebar, choose Agency View, then Billing. Only the account that created the agency — the Super Admin — can see it.
The page has three parts: Products, Cards, and Invoices.
Your plan at a glance
Upgrading
Changing an active plan
Canceling
Cards
Invoices
The ROASForm product card shows your current plan, and on Free it shows a submissions bar counting against your 50.
The product card — plan name and, on Free, submissions used
Upgrade
The short version of what each plan includes:
Solo — unlimited submissions, 1 subaccount, team invites.
Agency — everything in Solo, plus unlimited subaccounts.
Full prices are on ROASForm pricing.
Click Upgrade on the ROASForm card, or Unlock unlimited in the sidebar.
Pick Solo or Agency, and monthly or annual billing.
Add a card and start the 10-day free trial.
Nothing is charged today. You get full access to every feature immediately, and we email a reminder on day 7, before the first charge. Cancel before day 10 and you pay nothing.
With a subscription running, the card shows Change Plan, with Upgrade to Agency or Downgrade to Solo.
Downgrading to Solo keeps one subaccount with unlimited submissions. If you have several, the confirmation lists exactly which subaccounts will be deleted, including their forms, leads, and submissions.
Switch to Annual and Switch to Monthly are available at any time, and the change applies from your next billing cycle.
Click Cancel subscription on the card.
Tell us why. The feedback box is required — you can't continue without it.
On a monthly plan, you're then offered 50% off for 3 months to stay (it goes back to full price after that). Choose No thanks, cancel and downgrade to Free to go ahead. If you're on an annual plan, or you've already taken this offer once, there's no offer step — clicking continue cancels directly.
Your plan stays active until the end of the current billing period. The card shows "Cancels soon" and you can hit Resume any time before then.
After the period ends you're on Free: the badge returns, team invites stop, and any extra subaccounts become read-only until you resubscribe, and you’ll be limited to 50 submissions max per month. Your forms and data are not deleted.
Use Add card to store another payment method, set one as Default, and remove the others with the x. You can't remove your only card while a subscription is active.
Every charge appears under Invoices with the product, amount, date, and status. You can search by product or amount, download a PDF, or open the invoice in Stripe.
Billing runs through Stripe, so card details never touch ROASForm's servers.
Changing plans keeps everything else intact: forms, integrations, field mappings, and leads stay exactly as they were.
Need a plan change mid-cycle, or have a refund question? Message us from the chat bubble and include your agency name.
ROASForm pricing
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