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How to set up your Subscription and Billing settings
How to set up your Subscription and Billing settings

Set up your Subscription and Billing settings

Updated over 3 months ago

How to navigate to your Subscription plan settings

  1. Click on your profile image up to the right

  2. Select Subscription plan

Summary of your entity (User, Payment, Documents, SMS)

When you enter your subscription settings you will see a summary of your usage on your current plan, here you can see:

Your current plan

  • Under Usage Summary, you will see your current plan

Users on plan

  • The number of users and licenses you have

  • For example 1/3 = 1 user and 3 licenses

  • If you have 3/3 users and want to add one more, you need to add another license to your account

Price per user

  • The price per license for your entity, to add users to your entity you must have enough licenses on your entity to do so.

Payment interval

  • The chosen payment interval for your paying account

Renewal date

  • The next renewal date for your plan

Signed documents

  • The number of signed documents on the entity

Sent documents

  • The number of sent documents to the entity

Documents in use

  • The number of active documents on the entity.

  • An active document is a document that has been sent but has not yet been signed or expired

Sent SMS reminders

  • The number of sent SMS reminders on the entity

How to upgrade and manage your plan

Here you can manage and upgrade your current plan

Current plan

  • Depending on your plan, you will see a blue text saying "Current plan" above the plan you have

Update plan - Add a new licence

  • On your plan you can click on update plan, here you can add a new license

Upgrade plan

  • Select Choose this plan to upgrade a plan

  • If you have plan trial you will only see the option to upgrade to another plan, from plan trial you can upgrade to all plans but Enterprise plus on your own.

Please note

  • If you have plan essential or professional and want to upgrade, please Contact us

  • If you want to upgrade to Enterprise plus please Contact us

How to navigate to your Billing settings

  1. Click on your profile image up to the right

  2. Select Subscription plan

  3. Click on the tab Billing

Billing information

Here you can enter your billing information:

Company information

  • Company name

  • VAT number

  • Billing email address

  • Billing reference

Billing address

  • Street address

  • City

  • Postal code

  • Country

How to cancel your Subscription

We would hate to see you go, but if you decide GetAccept hasn't lived up to the hype, you can cancel your monthly subscription by contacting our finance department. Depending on where you are located they have different contact info.

  • Customers in the EU use email finance@getaccept.com

  • US customers use finance-us@getaccept.com.

    If you decide to go this route, we would really appreciate any feedback you have on how we can improve the experience for our users and you (if you decide to join our family again in the future)!

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