Before you can receive your subscription invoice, ensure that your account has completed the free trial period and that a valid payment method is set up.
You must have an active subscription and a designated payment method on file.

Why is this important

Knowing when your invoice will be issued and when payment is due helps you manage your cash flow and avoid any disruption to your subscription service. Prompt payment ensures your account remains active and uninterrupted.

Next Steps

1. Complete Your Free Trial:

   • Your first invoice will be generated on the first day after your free trial ends.

2. Check Your Billing Cycle:

   • Log into your OFX account.

   • Go to Setup > Billing to view your billing cycle date.

• View Billing Cycle Date:

3. Invoice Issuance:

   • Your subscription invoice will be issued on the first day of each billing cycle.

4. Payment Due:

   • The invoice amount is due immediately upon issuance.

   • OFX will attempt to charge your designated payment method once every day until payment is successful.

5. Confirmation:

   • Once payment is received, your subscription remains active.

   • If payment fails, you will receive reminders and OFX will continue to attempt payment daily.

6. Follow-Up Actions:

   • Ensure your payment method is up to date to avoid service disruption.

   • If you have questions about your invoice or payment status, contact OFX support.

Related FAQ Articles:

• What payment methods can I use for my monthly subscription?

• How does my free trial period work?