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How to Manage Billing and Request Cancellation

Billing for Account Owners: manage your payment method or request cancellation, all from Settings.

Written by Helen Krebiehl

Account Owners can manage billing in one place to manage your payment method, view invoices, or request cancellation — without digging through menus or reaching out to Support to get started.

The Billing page is only visible to the Account Owner role.


How to Get to the Billing Page

Navigate to SettingsAccount InfoBilling.

This opens a dedicated Billing page with two options: Billing Portal and Request Cancellation.


How to Access Your Billing Portal

Click Billing Portal to manage your payment methods or access invoices for your NetGym subscription. This opens in a new tab.

Each NetGym workspace has only one billing contact who can access the Billing Portal. If you're the billing contact but can't get in, contact NetGym Support.

Update your payment method

Once you're in the portal, you can add or change your payment method on file:

  1. Enter your email address to receive a one-time password (only 1 contact has access to the billing portal).

  2. When you log in, you'll see 1 or more subscriptions. Note: If you have multiple subscriptions this means you're assigning specific payment methods to a specific location.

  3. Add any additional/new payment methods first.

  4. Once all new payment methods are added, proceed into the subscription(s) record to assign the new payment method.

If you have multiple subscriptions please review the "Shipping Name".

You will notice the Shipping Address Name has the name of the location so you know which card/ach info to assign.


How to Request Cancellation

Click Request cancellation to open a short form in a new tab. Fill it out and submit it to let NetGym know you'd like to cancel your subscription.


Frequently Asked Questions

Who can access the Billing page?

Only the Account Owner role.

Does clicking Request Cancellation cancel my account right away?

No. It opens a form for you to submit your request — it doesn't cancel anything automatically.

What if I'm the billing contact but can't access the Billing Portal?

Contact NetGym Support — only one billing contact per workspace has access, and we can help confirm or update who that is.

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