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How to Manage your UpKeep Subscription

View past invoices, update payment method/credit card, add licenses to your account

Jason Visenberg avatar
Written by Jason Visenberg
Updated over a month ago

If you need assistance with billing, updating your credit card, or adding/purchasing additional seats or licenses, your company's UpKeep Administrator is your go-to person. They have access to the billing portal, where they can:

  • View past invoices and receipts

  • Update payment methods

  • Manage your subscription, including checking the current plan, the number of available licenses, and seats

💼 Looking for Invoices or Receipts?
Your UpKeep Administrator can locate and provide copies of past invoices or receipts from the billing portal.

💳 Curious About Your Current Plan or Available Licenses?
Simply ask your UpKeep Administrator to check the billing portal. They can provide you with all the details about your current plan, licenses, and seats, and assist with any changes or questions about your account. They’ve got everything covered for you! 👥


Accessing your Billing Portal

  • On the Web Application you will see the Subscriptions option in the left hand panel


View your Subscription Information

Once you’re in the subscription portal, you’ll have the ability to add users, view past invoices, and update your address and payment methods. If you need to manage these aspects of your account, simply hop in to the portal from your profile (Admin users) and use the available options to make any necessary changes.

Subscriptions

  • Overview of your current plan

  • Add seats/licenses for your account

Invoices

  • View any of your teams invoices

  • Check payment for any Unpaid invoices

Address

  • Update your companies billing address

Payment Method

  • View your current payment method

  • Update your Credit Card or Wire Transfer information

Having trouble with your credit card? 🏦 If you're encountering issues such as payment declines or errors, try contacting your bank or card issuer for assistance. They can provide insights into any potential problems with your card and help resolve the issue. If the problem persists, our support team is here to help you further.

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