As an admin, you will be able to easily manage your account Plan and Billing information within the Dashboard.

At the bottom of the left-hand navigation panel, you will find My Company. Here you can access the General, Plan, and Billing tabs.

General

Manage your basic Company Information: delete or upload your logo, edit your company name or website information.

Plan

Within the Plan section, view your Current plan details or Upgrade your plan.

Billing

Under Billing, you will have the ability to manage the following payment details and options:

  • View payment status and download invoices

  • Add or delete email recipients for invoices

  • Add a credit card and view billing address information

In addition, you can contact our billing team directly from this section of the Dashboard.


Still in need of assistance? Please feel free to reach out to the Support Team and

we will be happy to assist!

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