How do I upgrade, downgrade, pause, or cancel my account?
If you wish to add/remove additional users to your account, please call us at 1-888-758-7977 or email us at [email protected].
In this article:
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Accessing the billing settings
The Billing Settings are displayed under the Organization Settings page. You can access this page by clicking your initials in the top right corner and then selecting Billing Settings.
NOTE: If you do not see a Billing Settings option under your name, you do not have access to change the subscription type for your account. If you are part of a team in Snap, your team administrator will need to make billing changes.
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Viewing your current subscription type and add-ons
Under the Users section of the Organization page, you can view the current plan and whether you have enabled any add-on features.
Your next monthly or annual payment will be displayed under the Billing section below the Users section.
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Changing your subscription
Under the Billing section, your upcoming payments will be displayed. If you have referral credits, these will be displayed here as well.
Here you can update your credit card, change your plan, activate or deactivate add-on features, and cancel your subscription.
To change your plan, click the dropbox arrow and select your new plan. Click the green Save button once you have made your selection for one of the plan types.
When you attempt to switch to the Advisor Professional plan from your Billing page, Snap will provide a list of clients that still have a corporation.
To delete a corporation, go to Scenario Setup and select the Corporation button (ABC Corp in this example). Then select Delete.
You will need to do this for each scenario with a corporation.
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Add on features
To activate an add-on feature, click the Activate button under Add-Ons. Then click Activate & Update Billing on the pop-up window. To deactivate an add-on feature, click the Deactivate button under Add-Ons.
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Cancelling your subscription
To cancel, click the Cancel Subscription button. You can also pause your subscription ($9.99/month to store your data) by calling our support team at 1-888-758-7977 or emailing us at [email protected].
