The Billing portal – Upsales Help Centre

The Billing portal is where you can manage your Upsales plan from one place. Get licences, activate Products, 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 five clickable tabs (each one is explained below):

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 pricing if you change your users or licences:
View Products
View and activate/deactivate Products. 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:
Click 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 Products available in Upsales (log out after activating and login to start using)
Read Product descriptions
Start free trials (log out after activating and login to start using)
View which Products are already part of your plan

View changes made by anybody in your account – for example, purchased Products, cancelled integrations, or started a trial.

View a complete breakdown of everything contained in your plan:

Click the Terms & conditions tab to view current and any previous terms and conditions, who signed them, and when