Payment, Billing, & Renewals

About Payment, Billing, & Renewals

This page contains information to help you manage your financial interactions with Qualtrics. Here, you will find instructions for how to set up Qualtrics as a vendor, update billing contacts, send payments, and more.

If you need to submit a request or have additional questions, follow the instructions in Contacting the Account Services Team to reach out to the Account Services team directly.

Setting Up Qualtrics as a Vendor

If you need to set up Qualtrics as a vendor in your system to buy a license or software from Qualtrics, you can use the information below, which differs based on the entity you are contracting with. Entity information can be found within your contract.

Qualtrics LLC

• Entity Name: Qualtrics, LLC
• Entity Address: 333 W River Park Drive, Provo, UT, 84604 United States
• Tax ID: 47-1754215
  Qtip: The tax ID for India only is FEIN: 45-4964116.
• Other Required Documents: W-9. Go to Vendor Forms and Documents to download Qualtrics’ current W-9.
• Point of Contact: invoices@qualtrics.com
  Qtip: If a name is required, use Israel Illescas (iillescas@qualtrics.com.)

Qualtrics Ireland Limited

• Entity Name: Qualtrics Ireland Limited
• Entity Address: Costello House, 1 Clarendon Row, Dublin 2, D02 TA43, Ireland
• Tax ID: 3765130LH
• Point of Contact: collections-emea@qualtrics.com
  Qtip: If a name is required, use Israel Illescas (iillescas@qualtrics.com.)
• Vendor forms:
  • Qualtrics Ireland Tax Clearance Certificate
  • Qualtrics Ireland Certificate of Taxable Status
  • Qualtrics Ireland Certification of Tax Residence

Qualtrics Brazil LTDA

• Entity Name: Qualtrics Brazil, Ltda.
• Entity Address: Al Santos 74, Andar 7 Conj 72 Sala 59 São Paulo, SP 1418000 Brasil
• CNPJ: 42.374.558/0001-87
• Point of Contact: invoices@qualtrics.com
  Qtip: If a name is required, use Israel Illescas (iillescas@qualtrics.com.)

Vendor Forms and Documents

The following vendor forms are available for Qualtrics. They may be needed when you set up Qualtrics as a vendor. Click the name of a file to download it.

• Qualtrics LLC W-9: 2024 W-9 tax form. Next year’s form is typically available by February each year.
  Qtip: This file is applicable when setting up Qualtrics in the United States.
  Qtip: If the tax ID on your W-9 is different from the one on your invoice, see the Qualtrics 2024 W9 Cover Letter.
• Certificate of Liability Insurance: Certificate of liability insurance. Next year’s form is typically available by July each year.
• Tax Residency Certificate: Certificate of residency. Next year’s form is typically available by May each year.
• Certificate of Formation: Document validating legal operation for Qualtrics, LLC.
• Certificate of Existence: Document validating legal operation for Qualtrics, LLC as a business in the state of Utah.
• Provo City Licensing: Document validating legal operation for Qualtrics, LLC as a business in Provo, UT.
• DEI Letter: Qualtrics’ Representation of the organization’s demographic data.
• Conflict of Interest Letter: Document confirming policies that prohibit Qualtrics officers and employees from holding a financial interest in customers, if such interest could lead to a conflict of interest.
• Qualtrics Ireland Tax Clearance Certificate: Tax clearance certificate for Qualtrics Ireland.
• Qualtrics LLC 10F: 2024 10F tax form. Next year’s form is typically available by May each year.
  Qtip: This file is applicable when setting up Qualtrics in India.
• 21-RFI: Tax form for Portugal.

For additional information or other documents, follow the instructions in Contacting the Account Services Team to submit a request.

Viewing Invoices

Invoices are generally sent 30 days before your annual billing date, to the billing contact on file for your organization. See Customer Contact Information for more information on billing contacts.

Your contract also has estimated invoice dates within the fees exhibit. If you haven’t received an expected invoice, follow the instructions in Contacting the Account Services Team to submit an inquiry.

Updating Customer Contact Information

To update the name or address of your organization, submit an inquiry with the Account Services Team.

Billing Contact

You can change the billing contact for your organization within the Billing Details section of the Customer Success Hub if you are a Brand Administrator, or listed as the primary or billing contact for your organization. For step-by-step instructions, see the “Primary and Billing Contacts” section of the Billing Details support page. If you are not a Brand Administrator or the primary or billing contact, use this survey to submit an inquiry.

Collections Communications

Aged invoices are collected by ALTUS Receivables Management, a third party collections agency employed by Qualtrics to collect on aged invoices. If an invoice has been sent to ALTUS Receivables Management, the payment obligation to Qualtrics is now being collected by this third party collections agency. Please work with ALTUS directly to settle your outstanding balance.

Collections communications are sent to the billing contact email address on file. If this email address is incorrect, please update it by following the instructions in the “Primary and Billing Contacts” section of Billing Details. If you are not a Brand Administrator or the primary or billing contact, use this survey to submit an inquiry.

ACH Payments

Automated Clearing House (ACH) payments are electronic transfers of funds between bank accounts. ACH payments allow you to submit a payment to Qualtrics using your bank information.

When you submit an ACH payment to Qualtrics, your bank account is verified. Verifying bank accounts helps protect transactions by confirming the identity of the account holder. The account verification process consists of the following steps:

1. Provide account information: You provide your bank information to Qualtrics. This may include your account number, routing number, and more.
2. Receive micro-deposits: 2 small deposits (normally under $1 each) are made to your account.
3. Confirm deposit amounts: Confirm the exact amounts of the deposits you received.
   Qtip: You will receive an email from Stripe asking you to confirm the amounts.
4. Activate account: Once your account has been verified, it can be used for ACH payments.

Contacting the Account Services Team

If you have questions about payment, billing, or renewal inquiries not covered on this page, you can reach out to Account Services for support.

Inquiries are typically responded to within 3 business days. If you haven’t received a response within this time frame, please follow up on your case or email.

When to Contact the Account Services Team

Below is a list of scenarios that require you to submit an inquiry to the Account Services team. This does not cover all possible scenarios; if you have a question that isn’t covered in the following list or on this page, submit an inquiry.

• Requesting a refund
• Escalating a payment, billing, or renewal issue
• Fixing an error or incorrect tax amount on your invoice
• Providing your tax exemption form
• Providing your Purchase Order information
• Getting your invoice uploaded to your payment portal
• Having Qualtrics register for your payment portal
• Discussing a payment plan
• Confirming a payment
• Disputing an amount due
• Notifying Qualtrics you are in bankruptcy
• Avoiding being suspended for non-payment
• Requesting to stop receiving emails trying to collect on your payment
• Updating your billing address or billing instructions
• Requesting a copy of the contract associated with your invoice

FAQs