If you have purchased a Portant Plan 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:
Your billing settings options are located on the billing page here: https://app.portant.co/settings/billing
On this page you can view the date your plan renews on and also upgrade to a new plan.
When you have purchased a paid Portant plan a 'Manage' button will appear on the page next to 'Current Plan'. If you click the 'Manage' button, another tab in your browser will open, which will look like this:
This is where you can view the date your plan renews on, update you plan, your payment card details, email address (for invoices), billing details (including tax info)and the history of invoices (including pdf downloads).
To update your Portant Plan, please click on the 'Update plan' button in the Current Plan section. Here you will be able to select a new plan. If you select a new plan, it will begin right away and we will credit you for the time remaining in your billing cycle
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.
This is the email address that all future invoices will be emailed to.
To update your billing details, click on the 'Update information' button under the 'BILLING INFORMATION' section and update your billing details. This is also where you can add your tax information if you need this to appear on your invoices.
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 in 2021 and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback 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
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