Manage your subscription and billing
Last Update: Sep 2024 • Est. Read Time: 2 MINOn the Manage Subscription settings page, you can see an overview of your Kustomer payment plan. You can increase seats, preview associated costs, update your payment information, and submit purchases directly from the billing page.
Who can access this feature? | |
User types | Admins can access billing settings. |
In this article
Access your billing overview
You can find your Kustomer subscription details within the app by going to Settings > Billing > Manage Subscription.
From the billing overview, you can review a cost breakdown for your current plan, which includes the total number of seats, add-ons, and your renewal date with annual cost. You'll also see your payment details with the card on file for billing, payment address, and a list of emails where your invoice will be sent on plan change or renewal.
Add seats to your plan
Expanding your support team? You can instantly increase the number of users anytime by adding seats to your plan.
When you add users to your plan, you will be billed immediately for additional Full-Time Users seats according to your contract price. This will update your company's contract terms with the new Full-Time seats priced according to your contract for the remainder of the current subscription term. Seats cannot be reduced prior to renewal of your company's contract.
Note: You cannot decrease your user limit in the Kustomer platform. To get more information about decreasing your user limit, please reach out to client-billing@kustomer.com.
To add seats:
- In the Manage Subscription settings, select Add Users.
- A popup will appear. Enter the number of additional seats in the field provided. You'll see a preview that confirms the total number of seats after making this change.
- Review the Annual Billing Preview to compare your current and new plan cost and seat totals. This preview calculates the total seats and add-ons so you can understand the annual total cost.
- Review the Total Due Today which covers your prorated plan cost and estimated taxes.
- Select Review Updates when you're ready to proceed.
- On the confirmation page, you'll see a final confirmation of how your plan is changing and how much you'll be charged today. To finish, press Submit Purchase.
Note: Seats and plan type cannot be reduced once purchased until the end of the contract terms.
Update your payment method
Review and update your payment method from the Payment Details section of the Manage Subscription page.
To update your payment method or billing address:
- Select Settings > Billing > Manage Subscription.
- In the Payment Details section, select Update Payment.
- To make changes to your credit card, select Update Credit Card Information.
- Update your billing address as needed.
- Use the Email for Invoicing section to change the primary email, or to add additional invoicing emails.
- When you're finished, select Save Changes.