To access your billing and plan portal, begin by ensuring that you are the workspace owner, as only the owner has the necessary permissions to view and manage these settings. Once confirmed, click on the three horizontal lines (often called the “hamburger” menu) in the upper right corner of your dashboard. This will open a dropdown menu where you can select the “Billing / Plan” option.
On the “Billing / Plan” page, you’ll find a comprehensive overview of your subscription, including details about your current plan, its features, and the billing cycle. You’ll also have access to download any past invoices, making it easy to keep track of your payment history for record-keeping or accounting purposes.
In addition to viewing your plan details, this page allows you to manage your payment methods. If you need to add a new payment method, simply click on “Add New Payment Method” and follow the instructions to securely input your payment details. You can add multiple payment methods, prioritize one as your primary option, or remove outdated ones as needed.
For users looking to make changes to their subscription, such as upgrading to a plan with more features or downgrading to a simpler one, there is no direct option on the portal. Instead, you’ll need to reach out to our support team, who can assist with these adjustments. Our support team is easily accessible through live chat directly on the platform or via email at support@reachreporting.com. When contacting support, be sure to provide your account details and specify the changes you wish to make to your plan for quicker assistance.
The billing and plan portal is designed to give you full control over your subscription and payment options, with the added convenience of support being just a click away if you need further help or want to explore different plan options. We’re committed to making your experience as seamless as possible, ensuring that managing your account remains straightforward and hassle-free.