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
- How to manage your plan
- How to cancel
- How to manage Add-ons
- How to view history
- How to view upcoming invoices
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):
How to manage your plan
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
How to cancel
- 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:
How to manage Add-ons
- 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
How to view history
Explore how your Upsales plan has changed over time:
- View changes made by anybody in your account – for example, purchased add-ons, cancelled integrations, or started a trial.
How to view upcoming invoices
View a complete breakdown of everything contained in your plan:
Add-ons
- Quantity or tier
- Individual price
- Total price
Invoices
- Annual, quarterly and monthly invoices