Billing – Upsales Help Centre

The Billing portal is where you can manage your Upsales plan from one place. Get licences, activate add-ons, manage invoices, view plan history.

This article overs:

Where to find Billing

Click Settings → Account → Billing portal:

Billing is visible to users who are Billing Administrators.
You'll then see four clickable tabs (each one is explained below):

Here's where you can:

View and update the billing address
View and edit where invoices are sent to, either physical or email addresses
Manage licences
Increase/reduce your licences, check billing cycle, cancel/reactivate your plan. When you cancel a licence, cancellation happens at the next billing cycle. However, when you add a licence, the change starts immediately.

Click Show pricing change and you can see the impact on add-on pricing if you change your users or licences:
View add-ons
View and activate/deactivate add-ons. If you've chosen a free trial, view how many days you have left:
Credits
View or add credits to Bisnode or Advertising

Click Settings → Billing portal and the Your plan tab:
Scroll down to the bottom and click Cancel your Upsales plan:
Complete the cancel request and that's it. After cancelling, you can still use Upsales until the end of the next billing cycle:

Search all the add-ons available in Upsales (log out after activating and login to start using)
Read add-on descriptions
Start free trials (log out after activating and login to start using)
View which add-ons are already part of your plan