You can edit various aspects of your subscription such as your billing address, payment information, and more from the product settings. You can also find your billing history and all invoices here.
Click here to book a demo with our sales team and find the perfect plan for your needs.
Open the subscription management settings
Click on your profile icon at the bottom left corner of the collapsed panel or the top of the opened panel. If you go through the opened panel, you can now choose the organization, you want to manage the subscription for.
Click "Subscription" within the Organization section.
From here you will have the possibility to see which plan you are currently using as well as upgrading to a higher plan. Get more information on your billing period, and the seats or download the latest invoices. In addition to the above, you can always manage advanced subscription settings and usage.
Upgrading an existing plan
Click "Switch to ... Plan" within the menu to upgrade from an existing plan. This will open another window in which you can check all your data. You can then check all the information again an confirm the booking by clicking "Upgrade now".
Increase or decrease the number of seats in your subscription
To change the number of members you pay for, click on "Add Seats".
You can adapt the number of seats by clicking the arrows or typing in an entirely new number. Fees will be automatically pro-rated, so if you add new users in the middle of a billing cycle, you'll only be charged for the time they're active. The same goes for moving to an annual instead of a monthly subscription. Click "Upgrade now" when you're done.
Edit your billing information
To manage your billing information, click "Edit" on the right edge of the tab. You can double check you information here or update it to your liking.
Download past invoices
Invoices can be downloaded via the "Latest Invoices" tab. Click on the arrow on the right of the tab. That will lead you to a list of all invoices. You can download the "..." icon on the right of each invoice to either generate a fresh one or to download it.
Advanced subscription settings
Click "Manage" within the bottom row to manage any further details on your subscription. Click the white rectangle at the top of the popup.
Manage payment methods
From here you can edit existing payment methods, or add a new one to act as a backup should payment from your first method not work for any reason. If you have multiple payment methods entered, you can remove one at any time.
The payment method labelled as "Primary" will be charged automatically when a new invoice is issued (e.g. when your subscription renews or you add more seats to your plan). If it doesn't work, you will receive an email about it. Our subscription handler will make 4 attempts to collect payment from the card before your account is temporarily frozen for non-payment.
If you have provided a backup card, please contact [email protected] and ask them to charge that card to pay your open invoice(s).
Switching between annual to monthly plans
To switch from annual to monthly or the other way around, for example, click on "Edit Subscription".
Cancel your subscription
To cancel, click on "Cancel Subscription", share a reason for cancellation, if you want, then "Confirm Cancellation". Your subscription will be canceled and your access to paid features will be removed at the end of the billing period.