Subscription Management

This guide covers how to manage your subscription, including accessing billing information, changing plans, and adjusting your seat count.

Accessing Billing Information

Invoices and Payment History

You can access your billing history and download invoices by:

1. Going to Subscription on the sidebar > Manage Subscription
2. Once in the customer portal select Billing History
3. Click to download an invoice from any specific month of billing

Managing Your Subscription Plan

Changing Plans

To upgrade or change your subscription plan:

1. Going to Subscription on the sidebar > Manage Subscription
2. Once in the customer portal click the box with your plan highlighted at the top of the page
3. Click Update number of seats or change your plan
4. Click Change on the section at the top mentioning your current plan
5. Select the new plan you'd like to change to
6. Click Update

Adjusting Seat Count

To modify the number of seats in your subscription:

1. Going to Subscription on the sidebar > Manage Subscription
2. Once in the customer portal click the box with your plan highlighted at the top of the page
3. Click Update number of seats or change your plan
4. Enter the new number of seats needed
5. Click Update Subscription