Help center

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 Settings and select Billing, or use the billing access in the account menu.

    ProleadSync Billing page with sensitive values and usage 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 subscription to update the payment method or view documents. Use Change plan to compare available options before confirming.

  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 subscription and review payment history. If it is still missing, use Talk to 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?

Tell us what you need and we will help you find the next step.