# Manage Subscription

## Subscribe to Docupilot&#x20;

* 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

<figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2Fqx9q0wZ6wnq3XgQri9h8%2FManage%201.gif?alt=media&#x26;token=a98b592f-092a-4881-be45-7a3754e8f31c" alt=""><figcaption><p>New subscription</p></figcaption></figure>

#### 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.

<figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FPjun6A3aXCSND7n6fDra%2FDiscount%20Coupon%2020.gif?alt=media&#x26;token=298b4baa-a8e6-4f9a-9a98-4ab59d0b37b8" alt=""><figcaption><p>Applying Discount Coupon</p></figcaption></figure>

## 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

<figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FWycG6D7XxdsGid6Q9Una%2FManage%202%20(1).gif?alt=media&#x26;token=0c4042a2-10ff-4651-b441-379ad584dee1" alt=""><figcaption><p>Upgrade the Subscription</p></figcaption></figure>

<figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2F5kW9vL0FsQalOSC49oDj%2FManage%203.gif?alt=media&#x26;token=6e25edf1-2ed5-42bf-930b-3bc964297269" alt=""><figcaption><p>Downgrade the subscription</p></figcaption></figure>

{% hint style="info" %}
As part of the upgrade process, you will be invoiced for the remaining credits necessary to accommodate the new plan.
{% endhint %}

{% hint style="info" %}
When initiating a downgrade, there will be no immediate charges. Instead, the remaining credits will be adjusted accordingly in the subsequent billing cycle.
{% endhint %}

## 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.

<figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FPyVrMFVsU7Vltu9mFKqC%2F%20addon%20coupon.gif?alt=media&#x26;token=067881eb-c1b4-4fa6-bc38-2d96b607fc1b" alt=""><figcaption></figcaption></figure>

## 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”.

<figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FfB5GwR9Zx9nNAVXvdD5I%2FManage%204.gif?alt=media&#x26;token=c28b02d1-46bc-4606-8163-98fe9c995750" alt=""><figcaption><p>Updating your Billing Address</p></figcaption></figure>

## **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

<figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FBMJ9CnmILl90PB6UTNmA%2FManage%205.gif?alt=media&#x26;token=3166196b-1262-42c0-9cb9-40bc67b566f1" alt=""><figcaption><p>Download an invoice</p></figcaption></figure>

## **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

<figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2F60ZZ5u28VrFt0KMRU2Jd%2FManage%206.gif?alt=media&#x26;token=a34fc169-d048-4b81-b647-55b760ff6cd5" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
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.
{% endhint %}

**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.

<figure><img src="https://191679573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LDwD-wIOendMUiQ8uVr%2Fuploads%2FiHDJN896rspc8zpMmOF6%2FManage%207.gif?alt=media&#x26;token=b8ec00d0-a607-4f1c-aada-5a117acea094" alt=""><figcaption><p>Modify a Scheduled cancellation </p></figcaption></figure>
