Billing

How to get there: In the Owner portal, click Subscription in the sidebar (or go to /Billing). The Subscription page opens with your current plan.

What you see: Your current plan name, included features (e.g. number of units, modules), and renewal or next billing date. Use this to confirm what you’re paying for and when the next charge occurs.

Tip: If you’re considering a change, review this before using “Change plan” so you know your current baseline.

Steps: (1) On the Billing page, find the section for Billing history or Invoices. (2) You’ll see a list of past invoices with date, amount, and status. (3) Click an invoice to view details or use Download / Print to save a copy for your records.

Why it matters: Keeping invoices helps with accounting and disputing charges; download them periodically if your provider doesn’t store them indefinitely.

Steps: (1) On the Billing page, find Payment method or Update payment. (2) Click Update or Add card. (3) Enter the new card number, expiry, and security code (or use a saved wallet if offered). (4) Save. The new method will be used for the next charge.

Note: Keep the payment method current to avoid failed charges and possible service interruption. Update before a card expires.

Steps: (1) On the Billing page, click Change plan or Upgrade / Downgrade. (2) Select the new plan from the list and review the price and feature difference. (3) Confirm whether the change is immediate or at renewal, and whether you’ll get a prorated credit or charge. (4) Confirm the change. Read the summary before clicking Confirm—proration rules vary by provider.

Tip: Downgrades may take effect at period end; upgrades often apply immediately with a prorated charge.

Steps: (1) On the Billing page, find Billing contact or Account details. (2) Edit the name, email, and mailing address that appear on invoices and where billing emails are sent. (3) Save. Invoices and renewal notices will use the updated information going forward.

Why it matters: Correct contact and address ensure invoices reach the right person and your records match the vendor’s for tax or audit.