Using the billing portal

Account owners and grant managers can access the billing portal to view invoices, manage billing contacts, and review account subscription details. Below are a series of common tasks that can be accomplished in the billing portal.

Transfer account ownership

Account owners can transfer ownership using the billing portal. This is useful when responsibilities change or a new manager takes over.

1. Click your name in the top righthand corner
2. Select Billing 
3. Open the 'Account contacts' tab
4. Hover over the listed account owner's name and click Change account owner 
5. Use the drop-down to search for the new owner's name
6. Select the manager 
7. Click Save

Add billing contacts

You can add additional contacts to receive invoices, such as finance team members.

1. Click your name in the top righthand corner
2. Select Billing 
3. Open the 'Account contacts' tab
4. Click Add contact
5. Enter a first name, last name, and email address
6. Click Save

Update my organisation details

You can edit your organisation’s address or VAT number through the billing portal.

1. Click your name in the top righthand corner
2. Select Billing 
3. Open the 'Invoices' tab
4. Click Edit next to the relevant detail
5. Make your changes
6. Click Save

How do I view our invoices? 

You can view previous invoices and estimated renewal costs.

1. Click your name in the top righthand corner
2. Select Billing 
3. Open the 'Invoices' tab
4. View the estimated renewal amount
5. Select an invoice number to open it
6. Select the PDF icon to download the invoice

Upgrade your subscription

Account owners can upgrade their subscription at any time.

1. Click your name in the top righthand corner
2. Select Billing 
3. Open the 'Subscription' tab
4. Select Compare plans to visit our pricing page and see which plan is right for you
5. Select Upgrade
6. Choose a new plan from the drop-down
7. Click Save
8. Follow the instructions in the confirmation email

Close or delete your account

Account owners can request account closure through the billing portal.

1. Click your name in the top righthand corner
2. Select Billing 
3. Open the 'Subscription' tab
4. Click Delete account
5. Follow the instructions in the confirmation email

Good to know

• Only account owners can edit billing details, subscriptions, and ownership.
• Grant managers can view account contacts and subscription details but cannot make changes.
• New account owners must already be added as grant managers.
• There is no limit to the number of billing contacts.
• Subscription upgrades require email confirmation. If a confirmation email does not arrive, check junk or spam folders. 
• Contact support if you cannot complete a billing action.