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

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

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

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