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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:
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1. Changing Seat Count
2. Upgrading Your Plan
3. Canceling Your Account
4. Downloading Billing Receipts
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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".
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  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".
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  1. Select your desired upgrade plan from the available options.
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  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".
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    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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