Manage Subscription

Subscribe to Docupilot

  • Go to the "Settings" menu and select "Billing and Usage"

  • Choose the specific plan you want to switch to

  • Proceed to the checkout page

  • Provide your Account, Billing address, and Payment details

  • Click on "Pay & Subscribe" to finalise the subscription process

New subscription

How to Apply a Coupon

  • Click Subscribe on your preferred plan

  • Use Apply Coupon to enter code and check discount.

  • Select Proceed to Checkout to move ahead with the subscription.

The discount will be applied to your invoice accordingly.

Applying Discount Coupon

Upgrade or Downgrade your subscription

  • Go to the "Settings" menu and select "Billing and Usage".

  • Choose the specific plan you want to switch to

  • Proceed to the checkout page by clicking on the relevant option

  • Finalise the switch by clicking on "Pay & Subscribe" on the checkout page

Upgrade the Subscription
Downgrade the subscription
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As part of the upgrade process, you will be invoiced for the remaining credits necessary to accommodate the new plan.

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When initiating a downgrade, there will be no immediate charges. Instead, the remaining credits will be adjusted accordingly in the subsequent billing cycle.

Buy Addons and Apply Coupon

  • Go to the "Settings" menu and select "Billing and Usage"

  • Select "Manage Billing" and choose your current plan

  • Click "Edit Subscription" and select "Add Addons" under your current subscribed plan.

  • Select your preferred Addon and specify the quantity

  • If you have a Discount Coupon, click on "Apply Coupon" to enter code and hit button to check discount.

  • Click on "Update Subscription →" to proceed with purchase.

Update your Billing Details

  • Go to the "Settings" menu and select "Billing and Usage"

  • Choose "Manage Billing" and click “Payment methods”

  • Locate your card and click the “Edit Payment method”

  • Enter your updated payment information and billing address. Click “Update”.

Updating your Billing Address

Download your subscription invoice

To download an invoice,

  • Go to the Dashboard > Settings

  • Navigate to Billing and Usage > Manage Billing and click on Billing History to view past invoices

  • Find the desired invoice and click the "Download" button

Download an invoice

Cancel your subscription

  • Navigate to the "Settings" menu

  • Select "Billing and Usage" from the options

  • Choose "Manage Billing" to access your billing information

  • Locate and click on your current subscription details

  • Look for the "Cancel subscription" button and click on it to initiate the cancellation process

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If you cancel your subscription before the end of your billing cycle, you will still have access to the service until the end of the current billing cycle.

Modifying a Scheduled Subscription Cancellation

To cancel a scheduled subscription cancellation:

  • Navigate to Settings and select Billing and Usage.

  • Click Manage Billing to open your billing dashboard.

  • Locate and click on your current subscription details.

  • Click Remove Scheduled Cancellation, then confirm the action.

Modify a Scheduled cancellation

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