Accessing the Billing Dashboard

  1. Navigate to Billing: Log into your Gatheroo account. Go to the ‘Global Settings’ dashboard and select the ‘Billing Details’ tab.

Overview of Your Plan

  1. Plan Summary: On the main billing page, you will see a summary of your current plan. This includes:
    • Plan Name: The name of the plan you are currently subscribed to.
    • Amount: The cost of the plan per year or month, including any discounts applied.
    • Next Payment Date: The date when your next payment is due.
    • Data Usage: The amount of file storage you have used versus the total available on your plan.
  2. Plan Management Actions:
    • Change Your Plan: Click on ‘Change your plan’ to view other available plans and switch if desired.
    • Cancel My Plan: Use the ‘Cancel My Plan’ option if you wish to discontinue your services. Be sure to review any terms related to cancellation to avoid unexpected charges.

Managing Payment Methods

  1. Add or Update Payment Method: Switch to the ‘Payment Method’ tab.
  2. Adding a New Card: Click on ‘Add Card’ to input your credit card details. Fill in all required fields such as card number, expiry date, and CVV.
  3. Updating Existing Card: If a card is already added, you can choose to update it by selecting ‘Update Card’ and entering the new credit card information.
  4. Setting Default: If multiple payment methods are added, you can set one as the default by selecting ‘Set as Default’ next to the preferred payment method.

Viewing and Downloading Invoices

  1. Invoice History: Navigate to the ‘Invoice History’ tab to view all past invoices.
  2. Access Invoices: Each invoice will be listed with details such as the date, amount, and status.
  3. Download Invoices: To download an invoice, click on the download icon next to the relevant invoice. This will provide a PDF or other formats suitable for record-keeping and tax purposes.

Benefits of Efficient Billing Management

  • Transparency: Easily view and understand billing details, payment schedules, and data usage to manage costs effectively.
  • Control: Update payment methods and plans as needed to fit your business needs.
  • Convenience: Access and download invoices anytime for financial tracking and reporting.

Summary

The billing section of your Gatheroo account provides essential tools for managing your subscription and payments efficiently. By familiarizing yourself with this dashboard, you can ensure that your account remains in good standing and adapt your subscription to better suit your evolving requirements.