Overview: Plans & Billing

How to access the Billing page

To access your billing information, navigate to账户>结算.

Pro Tip: Account Details are only accessible to "Admins" and are not accessible during the onboarding period.

How to use the Billing page

The结算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 yourSubscription Informationwhich 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 yourPayment Details. Here, you can view your credit card on file, billing period, and next bill date.

To edit your payment details, click theEditbutton in the top right corner.

Below your subscription information, you'll find an overview of yourFeature 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).

Pro Tip: If you want to restrict non-admin users from adding new Data Source Connections, select theRestrict non-admin users from adding new Data Source Connectionscheckbox.

Add-Ons can be purchased from the结算page and can help you get even more value from Databox and your data.

At the bottom of the结算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 thePlanspage by navigating to账户> Billing. From there, click on anyUpgradelink or select thePlanspage from the top navigation.

How to use the Plans page

On thePlanspage, 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 planhere.

How to downgrade your plan

Learn how to downgrade your planhere.

How to update your billing information

Navigate to账户> Billing

In theInvoicessection underReceipts are sent to, clickChange

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 greenSavebutton to save the recipient

Pro Tip: The Account Information including Company Name, Address, VAT (TAX) number, etc. that is set up under账户> Account Detailswill be reflected on your invoices.

If you would like to add any specific information or note to your billing receipts clickAdd invoice memo. Add the text in the pop-up and clickSave.

How to view detailed receipts of your payments

Navigate to账户>Plans & Billing

In theInvoicessection, you can view a list of receipts. Click thedatehyperlink to view a specific receipt

How to downgrade to a Free Account

学习如何下调一个免费账户here.

How to cancel your Paid Account

Navigate to账户> Billing

At the bottom of the page, click取消订阅

ChooseCancel my Subscriptionand click the red取消订阅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账户> Account Details

Click删除帐户

Click the redConfirmbutton to delete your Databox Account