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  • Subscribe to Docupilot
  • Upgrade or Downgrade your subscription
  • Update your Billing Details
  • Download your subscription invoice
  • Cancel your subscription

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  1. Settings

Manage Subscription

PreviousAPI SettingsNextLinked Accounts

Last updated 9 months ago

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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

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

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.

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”.

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

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.

New subscription
Upgrade the Subscription
Downgrade the subscription
Updating your Billing Address
Download an invoice