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.
