ProleadSync
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How to manage your plan, trial, billing and payment documents

Review subscription status and usage, then open the payment portal when you need to update billing details.

Before you start

  • Changing or cancelling a subscription can affect account access and limits. Review the renewal date and displayed conditions before confirming.

Step by step

  1. 1

    Open Billing

    Open the Preferences and Settings menu and choose Plan and billing. The Billing page opens.

    Billing page with Current plan, Plan price, Renews on, Cycle, Limits and usage and Payment method, with the Sync value blurred.
    Billing brings together the plan, renewal, usage and payment actions.
  2. 2

    Review status and limits

    Check the current plan, renewal date and monthly usage. During a trial, also confirm the end date and what happens afterwards.

  3. 3

    Manage the subscription or change plan

    Select Manage payments to update the payment method or view documents. To compare plans, select See available plans, under Change plan. Each plan shows its limits, including Sync credits per month, and you can switch between Monthly and Yearly.

    Available plans with Monthly and Yearly and the BASIC, PRO and ULTRA plans, each with its Sync credits per month and Request this plan.
    Each plan shows its limits, including Sync credits per month.
  4. 4

    Get payment documents

    In the payment portal, open the history and download the matching invoice or receipt. Check its date and amount before filing it.

If something does not work as expected

I cannot find an invoice or receipt.

Open Manage payments and review payment history. If it is still missing, select Contact support on the Billing page.

The payment is pending.

Check the payment method in the portal and follow the displayed guidance. Do not repeat the purchase while the first payment is processing.

Next steps

Still have questions?

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