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Billing: Manage your Account and Subscription

Written by Joice

Aligned Billing: Manage Your Account

This article guides you through managing your Aligned account billing details, including:

1. Changing Seat Count
2. Upgrading Your Plan
3. Canceling Your Account
4. Downloading Billing Receipts

Changing Seat Count:

Increase or decrease the number of user licenses (seats) associated with your account.

How To Change Seat Count

For Admins and Account Owners:

Only account admins and owners can modify the seat count for your Aligned subscription.

Here's how:

  1. Locate the "Admin Center" section.

  2. Find the "Billing" section within your settings menu.

  3. Look for option labeled "Change Seat Count".

  4. A prompt with drop-down menu will allow you to select the desired number of seats for your account.

  5. Confirm Changes: Review your selection and confirm the changes to adjust your seat count.

    Important Notes:

    • Reducing your seat count may affect user access for accounts exceeding the new limit. Make sure to deactivate or reassign accounts exceeding the revised seat allocation.

    • Billing adjustments might occur based on your new seat count. Review confirmation details and contact Aligned billing support for any questions.

Upgrading Your Plan:

Upgrade your plan to access additional features and seat capacity.

How to Upgrade Plan

If your current plan no longer meets your needs, you can upgrade to a plan with more features and seat capacity. Here's what to do:

  1. Access the "Billing" section within your account settings.

  2. Look for the button labeled "Upgrade Plan".

  1. Select your desired upgrade plan from the available options.


  2. Review and Confirm: Carefully review the plan details, including features, seat count, and billing information. Confirm your upgrade selection to proceed.

Canceling Your Account:

Understand the cancellation process and its implications.

How to Cancel Account:

We understand that your business needs may change. If you decide to cancel your Aligned subscription, this article outlines the process and what to expect.

Important Note:

  • Cancelling your subscription will not immediately disable your account or remove access to your data.

  • Your account will remain active until the end of your current billing cycle.

  • During this time, you can continue to utilize all the features associated with your current plan.

  • Cancellation ensures you will not be charged on the next billing cycle and onwards.

    How to Cancel:

    1. Navigate to your Aligned Admin Center.

    2. Locate the "Billing" section within your settings menu.

    3. Find the option labeled "Cancel Plan".

    4. Carefully review the cancellation details and confirm your decision.

Downloading Billing Receipts:

Access and download receipts for your Aligned billing history.

How to Download Billing Receipts

Access and download receipts for your Aligned billing history by following these steps:

  1. Go to Billing Section: Navigate to the "Billing" section within your account settings.

  2. Billing History: Locate the "Invoices" section within your billing settings.

  3. Download Receipts: Each transaction should have an option to download a detailed receipt in PDF or another format.

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