Recurring Payments

1. Go to Administration then My Account.
2. Select Manage Subscriptions and Payments.
3. Click Manage Recurring Payments.
4. Select between credit card or debit order.
5. If you select credit card, click Add Credit Card.
   • Enter your credit card details and click Submit
6. If you select debit order, click Setup Debit order and click Continue.
7. Enter the OTP you’ll receive via email or text and complete the mandate.

Upgrading your account

1. Go to Administration then My Account.
2. Select Manage Subscriptions and Payments and click Upgrade.
3. You can add companies, users, document storage and licences for the four add-on modules.
4. Enter how many of the above options you want to increase and click Next.
5. Check the details and click Next.
6. Enter the accountants referral code if applicable and click Next.
7. Enter your details and click Proceed to Payment.
8. Click Continue.
9. Enter the payment details and submit.

Paying your Account

1. Go to Administration then My Account.
2. Select Manage Subscriptions and Payments and click Pay Now.
3. Click Next and select if you want to pay monthly or annually.
4. Click Next.
5. Enter the accountants referral code if applicable and click Next.
6. Enter your details and click Proceed to Payment.
7. Click Continue.
8. Enter the payment details and submit.