Subscription FAQ

Modified on Mon, 15 Apr 2024 at 12:14 AM

This FAQ guide addresses common questions regarding the new Actionstep Billing Portal (Netsuite).

How can I access the new billing portal?

You can access the new billing portal here:

My link to the Billing Portal has expired, can you please resend it?

If your Billing Portal link has expired, you can request a new one by emailing: 

Can I change my payment method from credit card to bank transfer?

You can remove your credit card information in the billing portal - this will automatically assign your subscription as to be paid manually. 

You can then set up an ongoing direct bank transfer for your subscription fees. However, you will need to initiate this directly with your bank. Actionstep cannot set this up for you. 

You can find our bank details at the bottom of your most recent invoice. You can also contact to request bank details.

Can I set up a Direct Debit? (NZ customers only)

We can set you up with a direct debit. Please reach out to to request a direct debit form. Fill it out and send it to with the subject line “Direct Debit Setup - your org key”. Your org key can be found by hovering over your organisation's name in the top right-hand side of Actionstep.

Can I see the bank account details for UK/USA/AUS/NZ?

Please email to request bank details.

Can I set up an ACH debit to automatically pay my subscription? (US ONLY)

The ACH debit functionality will be available in mid-April. However, you can add your details now in preparation for the launch.

How do I change my subscription plan (annual vs. monthly)?

Contact our Accounts Team at and they will update your plan accordingly.

My card was declined even though my information is up to date and I have enough balance. Why?

This decline might be due to an expired token associated with your card. Tokens are security measures that refresh periodically to ensure safe transactions. To refresh the token and resolve the decline issue, you will need to update your card information in the new portal. This process will generate a new token and allow your card to function properly.

Can I have a copy of my invoice prior to April 1st?

Historic invoices can not be transferred over into the new billing portal. Please email requesting any invoice issued before April 1st.

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