Managing Your Agency Account: A Guide to Subscription and Billing Options
In Agency, we offer three subscription levels - Small, Medium, and Large - each with specific limits on the number of projects you can manage. As you approach these limits, it's essential to understand how to manage your account and make necessary changes, such as upgrading, downgrading, or altering billing details. This article walks you through all the steps you need to manage your subscription and billing information effectively.
Table of Contents
Subscription Levels Overview
Checking Your Subscription Settings
What You Can Do in the Billing Environment
View Current Subscription
Update Subscription
Cancel Subscription
Change or Add Payment Method
Update Billing Information
View Invoice History
1. Subscription Levels Overview
Agency offers three subscription levels:
Small: Up to 10 projects
Medium: Up to 30 projects
Large: Over 30 projects
If you reach your project's limit for your subscription level, you will no longer be able to add new projects. Once the limit is reached, the option to add new projects will disappear. This button will appear below your project list:
If you unarchive projects and surpass your limit, the add project button will remain inaccessible.
If you're looking to make changes to your account, such as upgrading, downgrading, or switching between monthly and yearly plans, follow the steps below.
2. Checking Your Subscription Settings
To view and modify your subscription settings:
Go to Office.
Click Manage Billing Details.
In your browser, a new tab will open where you can view and adjust your billing information.
Important: Only the billing administrator can access these settings. If you're unsure who the billing administrator is, check your Team Management list.
The person assigned as the billing administrator will have the function of "Billing admin".
3. What You Can Do in the Billing Environment
a. View Current Subscription
To view your current subscription details, click on the View Details button.
You can view the subscription amount and taxes, and the expiration date.
b. Update Subscription
To update your subscription, click the blue Update Plan button.
You can choose to upgrade, downgrade, or switch between monthly and yearly payment plans.
c. Cancel Subscription
If you wish to cancel your subscription, select the Cancel Subscription option. Your subscription will remain active until the upcoming renewal date. After cancellation, you will lose the ability to edit or add data, but you will still be able to view all your existing data.
d. Change or Add Payment Method
To change or add a payment method, click the icon next to your current payment method. You can then select a new payment method and set it as the default if needed.
e. Set Payment Method as Default
If you have more than one payment method, you can set your preferred method as default by selecting the option below your current method.
f. Update Billing Information
To update your billing address or email address, click Update Data.
Note: Changing the email address here will change the billing administrator in Agency.
Important: Updating billing information will not change the details in your Agency environment.
g. View Invoice History
To view your past invoices, click on the Invoice History section. You will be able to see all payments made to Agency. Click on the date to open the invoice.
Conclusion
Managing your subscription and billing details in Agency is simple with the right tools and knowledge. Whether you're updating your plan, changing your payment method, or reviewing invoice history, this guide should help you navigate the process smoothly.