Overview: Plans & Billing
HOW TO
How to access the Billing page
To access your billing information, navigate to Account > Billing.
Pro Tip: Account Details are only accessible to "Admins" and are not accessible during the onboarding period.
How to use the Billing page
The Billing page hosts important information about your subscription and payment details. From this page, you can also purchase Add-Ons and Services directly.
At the top of the page, you'll find your Subscription Information which outlines everything that makes up your subscription costs, including the base plan price and cost per Data Source Connections. In this section, you'll also see any recurring services or add-ons listed.
To the right of your subscription information, you'll find your Payment Details. Here, you can view your credit card on file, billing period, and next bill date.
To edit your payment details, click the Edit button in the top right corner.
Below your subscription information, you'll find an overview of your Feature Usage. From here you can view your number of Data Source Connections, Data sync frequency, Historical data limits, Databoard limit, and more. You also have the ability to upgrade based on your specific needs (i.e., you need more historical data or you. want to increase the number of Databoards).
If you want to restrict non-admin users from adding new Data Source Connections, select the Restrict non-admin users from adding new Data Source Connections checkbox.
Pro Tip: You can remove unused Custom and Calculated Metric using the clean-up wizard by clicking Clean Up next to the Custom metrics and Calculated metrics line items.
Add-Ons can be purchased from the Billing page and can help you get even more value from Databox and your data.
At the bottom of the Billing page, you can schedule a Complimentary Kickoff Call with a Product Expert, or purchase our Guided Onboarding service.
You can also cancel your subscription and view our Terms of Service.
How to access the Plans page
You can access the Plans page by navigating to Account > Billing. From there, click on any Upgrade link or select the Plans page from the top navigation.
How to use the Plans page
On the Plans page, you can view information on the different plans and add-ons available.
At the top of the page, you can adjust your subscription length and can choose between a monthly, quarterly, or yearly subscription. At the bottom of the page, you can directly purchase Add-Ons like Priority Support, White-Labeling, or an Outsourced Analyst.
How to upgrade your plan
Learn how to upgrade your plan here.
How to downgrade your plan
Learn how to downgrade your plan here.
How to update your billing information
Navigate to Account > Billing
In the Invoices section under Receipts are sent to, click Change
Enter the email address of the person you would like to receive billing receipts in the text box.
Pro Tip: If you want to set multiple recipients of billing receipts, separate email addresses with a comma.
Click the green Save button to save the recipient
Pro Tip: The Account Information including Company Name, Address, VAT (TAX) number, etc. that is set up under Account > Account Details will be reflected on your invoices.
If you would like to add any specific information or note to your billing receipts click Add invoice memo. Add the text in the pop-up and click Save.
How to view detailed receipts of your payments
Navigate to Account > Plans & Billing
In the Invoices section, you can view a list of receipts. Click the date hyperlink to view a specific receipt
How to downgrade to a Free Account
Learn how to downgrade to a Free Account here.
How to cancel your Paid Account
Navigate to Account > Billing
At the top of the page, click Plans
At the bottom of the page, click Cancel Subscription
Choose Cancel my Subscription and click the red Cancel Subscription button to cancel your subscription
How to delete your Account
Deleting your Databox Account is irreversible, so be sure this is the change you want to make. Deleting your Account cancels your Databox subscription as well.
Navigate to Account > Account Details
Click Delete Account
Click the red Confirm button to delete your Databox Account
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