Fees And Subscriptions

The page "What subscription plans are available [AU]?" provides an overview of OFX's business subscription tiers in Australia.

This article "When is my subscription invoice due, and where is it available?" explains when OFX subscription invoices are issued and where they can be accessed. It clarifies that invoices are generated at the start of a billing cycle (or after a free trial) and are available within the Billing section of the account dashboard. It also...

The article "Where can I view when my free trail period will end?" provides instructions for users to check the end date of their free trial period on a paid OFX plan. It outlines two methods: viewing the OFX Updates banner on the Dashboard or navigating to the Billing tab within the Setup section to locate the Estimated amount due date.

This article covers the topic of can i create an expense incurred on my ofx debit card by emailing my invoice/receipt?. yes, you can create an expense incurred on your ofx debit card by emailing your invoice or receipt directly to ofx.

The article "How do I view subscription benefits?" provides instructions for users to access and understand the features included in their current OFX plan. It guides users to navigate to the Setup > Billing section of their account, where they can view their active plan and select Change plan/ Upgrade to see a detailed breakdown of their...

This article provides instructions for users with Billing Manage permissions to change their OFX subscription plan. It outlines navigating to the Setup > Billing section to view current plan details, selecting Change plan or Upgrade, and confirms that changes are pro-rated.

Core Purpose This article informs OFX business customers about the accepted payment methods for their monthly subscription and provides instructions on how to update these details to ensure service continuity. Key Actions & Information Accepted Methods: Customers can pay using their Currency Account Balance (in their base currency) or a...

The article explains that account owners are notified via email of failed subscription payments. To resolve the issue, you should: Log in to your OFX account and go to Setup > Billing. Update your payment method by clicking "Edit": Global Currency Account: Ensure there are sufficient funds. Debit/Credit Card: Top up your card or add a...

This guide explains how to add my credit card details for my subscription?. you can easily provide credit card details to pay for your subscription. 1.

Before you manage your subscription billing cycle, ensure you have the Billing Manage permission enabled on your profile. This permission is required to access and update all subscription and billing details.