Billing Management
Last updated
Last updated
Note: If you have any questions about your subscription please contact support
The Billing section of your account settings gives you the ability to view your subscription details, manage payment methods, and view information regarding any additional subscriptions associated with your account.
On the left-hand side of the screen, locate and click on the Settings menu.
In the Settings menu, click on Billing.
Once you're in the Billing section, you'll see several pieces of information:
Plan Type: This shows the plan you're currently subscribed to (e.g., Agency Plan).
Status: This indicates whether your plan is active or not.
Customer ID and Subscription ID: These unique identifiers for your account are also displayed here.
Below your account details, you'll find information about your next invoice:
Next Invoice Date: This shows when your next invoice will be sent out.
Invoice Amount: This indicates how much the next invoice will be for.
Scroll down to see any additional subscriptions that are active on your account.
To see more detailed information, click on the Details option. This will open up a separate ChatHQ payment portal where you can view:
Payment information
Billing information
Invoice history
Upgrade your ChatHQ Portal subscription
In order to cancel your ChatHQ subscription, you will need to navigate to "SETTINGS -> BILLING" and click the "CANCEL" button.
You will be required to fill out a quick survey before cancelling
If you're looking to update or add new payment methods, change your billing information, or update your subscription plan in ChatHQ, follow the steps below.
Locate 'Payment Methods' on the top right-hand corner of the billing section.
Click on 'Manage' to open the ChatHQ payment portal.
Here, you'll have the option to update your subscription plan as well as your payment and billing information.
Click on 'Add Payment Method'.
You'll be redirected to a new page where you'll need to enter your card details.
After entering the details, click on 'Add' to save the new payment method.
Click on 'Update Information'.
Enter your updated details
Click on 'Save' to update your billing information.
