When you sign up for a paid OFX plan, you are entitled to a free trial period before your first invoice is generated. Knowing when your free trial ends helps you plan for upcoming charges and manage your subscription effectively.

Requirements and Pre-requisites:

• You must have an active free trial on a paid OFX plan.

• Ensure you have the Billing Manage permission to access subscription and billing details.

Next Steps:

To view when your free trial period will end:

1. Log into your OFX account.

2. Navigate to the Setup section:

   • Click on Setup from the left sidebar menu.

     

3. Select the Billing tab:

   • Click on Billing to access your subscription details.

     

4. Locate your trial status and end date:

   • Your free trial status and the end date (or the date your first invoice will be generated) are displayed in the Billing section.

   • If the end date is not visible, your billing cycle date will indicate when your free trial concludes and your paid subscription begins.

     

5. Need more details?

   • If you cannot find your free trial end date, contact OFX Support for confirmation.

After completing these steps:

• You will know the exact date your free trial ends and when your first invoice will be issued.

• You can plan for your first payment or take action to cancel before the trial ends if needed.

Why is this important:

• Knowing your free trial end date helps you avoid unexpected charges.

• Allows you to make informed decisions about continuing, upgrading, or cancelling your subscription.

• Ensures you have time to update your payment method or contact support if you have questions.

Related FAQ Articles:

• How does my free trial period work?

• When will I receive my subscription invoice, and when is it due?

• How do I view subscription renewal dates?