Learn how to efficiently manage your subscription with the features available in the billing self-service portal. Below is a detailed guide on each action you can perform:

Manage your subscription:
 

To adjust your subscription in your Help Desk Account, follow these steps:

• Log in to your Help Desk account and Go to Menu and select Billing

• Next to your current plan, click Customize.

• Select your desired plan or modify the number of agents or billing frequency.

• Click view Invoice details to review the changes.

• Check the box confirming agreement to terms and conditions and Privacy Policy.

• Click Proceed to confirm your changes.

Note:

• Upgrading actions, such as moving to a higher-value plan compared to your current plan, adding agents, or extending the billing duration, take effect immediately upon confirmation.

• Downgrading actions, such as switching to a lower-value plan compared to your current plan, reducing the number of agents, or shortening the billing duration, scheduled from the next billing cycle onwards.

• If there is an active scheduled change, you will not be able to customize your plan.

• Combining both upgrade and downgrade actions simultaneously is not possible through the billing self-service portal

Manage Credit Card:

• Navigate to the Credit Card module.

• Click the + icon next to "All Cards" and enter card details (name, card number, CVV, and ZIP code).

• To set a card as the default payment method, click "Set as Default."

• To delete a card, use the delete icon.

Manage Billing and Shipping Details:

• You can edit current billing and shipping details by clicking on the "Change" text link.

• Update the shipping address accordingly.

• If the billing and shipping addresses are identical, check the box labeled "My billing and shipping address are the same."

View Invoice

• Access the Invoice module to view invoices.

• You'll find a list of invoices available.

• Click on the PDF icon to download any invoice.