If you have purchased Portant Pro and need to update or edit anything to do with your billing settings, then this is the article for you.
In this article you’ll learn how to:
You can access you billing and details page via the Add-on (not via our website).
To open the Portant Data Merge Add-on, click on Add-ons > Portant Data Merge > Start
In order to open the billings settings page you need to have purchased Portant Pro. When you have Portant Pro installed '✨Pro' is show in the top right hand corner of the add-on as shown below:
To open your billing settings page click this button (✨Pro👤). Or you can open the 'Data Merge options menu' and then click the 'Manage your subscription' button at the bottom of the menu.
This will open up another tab in your browser, which will look like this:
This is where you can view the date your plan renews on, your payment card details, email address (for invoices) and the history of invoices (including pdf downloads).
To update your payment method, click on the 'Add payment method' button under the 'PAYMENT METHOD' section and add the new details (you need to add a new payment method first and then remove your old one). After you have added a payment method you can switch the new payment method to default and then delete the old one.
To update your email address, click on the 'Update information' button under the 'BILLING INFORMATION' section and enter you new email address.
The option to cancel your subscription is located under the 'CURRENT PLAN' section. To cancel your subscription, click the 'Cancel plan' button and confirm. When you cancel your subscription, you will retain access to Portant Pro until the end of the subscription period.
To view and download invoices, scroll down to the 'BILLING HISTORY' section. Here you can view all the invoices related to Portant Pro and open them to view more details. To open them click the date of the related invoice. This will open up a new tab with the invoices where you can download a pdf copy if you need to.
We created Portant only a few months ago, so any feedback or suggestions you have for us would be greatly appreciated. Please feel free to send us an email at firstname.lastname@example.org or use our contact form here: https://www.portant.co/support
Blake and James
You can do a lot more than just mail merge with Portant. Portant is a fully-fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.Get started