This article explains how to:
- Upgrade or downgrade your Panoply plan
- Update your billing info
- Update your email address for invoices
Upgrading or Downgrading Your Plan
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Within the Panoply platform, click your profile image in the top right and then click Billing & Plan.
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Your current plan is shown as ‘Selected.’ To change your plan, click Select Plan for the plan that you want.
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You will see the ‘Billing Info’ page. If your card details and email address are correct, click Update Plan.
Updating Your Billing Info (Credit Card Details)
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Within the Panoply platform, click your profile image in the top right and then click Billing & Plan.
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Click the plan you are currently subscribed to, which is shown as ‘Selected.’
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You will see the ‘Billing Info’ page. Click Edit, enter your new credit card information, and then click Update My Plan.
Updating Your Email Address for Invoices
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Within the Panoply platform, click your profile image in the top right and then click Billing & Plan.
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Click the plan you are currently subscribed to, which is shown as ‘Selected.’
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You will see the ‘Billing Info’ page. Click Edit, update the email address, and then click Update My Plan.