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How to Manage Your Account Plan, Billing, Payments, and Invoices?
How to Manage Your Account Plan, Billing, Payments, and Invoices?
Sarah from Apimio avatar
Written by Sarah from Apimio
Updated over a year ago

Welcome to Apimio! We'll show you how to handle your Apimio account, payments, and bills. It's easy, and we'll guide you through every step. Whether you're new or want to make changes, we've got you covered. Let's begin!

Step 1: Log In to Your Account

Begin by logging into your Apimio account to access the dashboard. You will need your login credentials to proceed.

Step 2: Access the Plans Section

Once you're logged in, you'll find a sidebar on the dashboard. Within this sidebar, you will see an option labelled "Plans." Click on this option to continue.

Step 3: Choose Your Plan

Upon clicking the "Plans" option, a screen will appear before you. On this screen, you will find a list of available plans. Apimio typically offers three main plans: the "Grow Plan," the "Expand Plan," and the "Scale Plan." Take your time to review the features and pricing of each plan to determine which one best suits your needs.

Step 4: Add Payment Details

After selecting the plan that aligns with your requirements, you will be prompted to provide your payment information. This usually involves adding your credit card details to facilitate the billing process. Rest assured that your payment information will be securely handled.

Step 5: Confirm and Pay

Once you've added your payment details, click on the "Confirm and Pay" option. This action finalizes your selection and initiates the payment process. Be sure to review your plan choice and payment details before confirming.

Step 6: Upgrading Your Plan

If you ever wish to upgrade your plan to access additional features or accommodate growing needs, you can easily do so. To upgrade your plan, go to the Plans option. You’ll notice a dialogue box at the right of the screen. There you’ll find the option of “upgrade plan”. Click on it and choose the plan you want to go for. Please note that the system will charge your card accordingly based on the newly selected plan.

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