Your subscription controls what features and services you can access in Banqup. Here's how to manage your subscription settings, including payment methods, and plan changes.
Accessing subscription settings
Click on your company's name at the top-right of your screen.
Click on Settings.
Click on Subscription.
Adding or updating payment methods
Click on Add payment method.
Click on Add new card.
Choose your preferred payment method.
Follow the instructions on screen to authorise the payment method.
Managing your plan
Upgrading or changing your plan
To upgrade or change your plan, go to the billing page.
Go to the main menu and click on Settings.
Click on Subscription.
Click on Upgrade subscription.
Select the subscription plan you want to switch to.
Next, you get an overview of what's included in the plan you've selected. Choose between monthly or yearly billing.
The next page shows you a summary of your billing information (that you can edit if needed), the payment method that will be used and an overview of the costs. Tick the box to confirm you understand this is a recurring subscription, then click on Confirm.
Important: When switching between monthly and yearly billing, the change takes effect at the end of your current billing cycle.
Canceling your plan
To cancel your plan, go to the billing page.
Go to the main menu and click on Settings.
Click on Subscription.
Click on Stop renewal.
FAQ
When will my plan changes take effect?
Plan upgrades take effect immediately. The price difference between plans is pro-rated based on the remaining days in the billing cycle. Your document usage carries over to your new plan's full document allowance. Changes between monthly and yearly billing take effect at your next renewal date.
Can I cancel immediately?
You can request cancellation at any time through Settings → Subscription → Stop renewal. However, your subscription remains active and billed until the end of your current subscription term (monthly or annual). No refund or credit is issued for the remaining period, and unused volume cannot be transferred. To avoid being charged for the next period, cancel before the last day of your current term.
Will I be charged extra if I send more invoices than my plan allows?
Yes. If your usage exceeds your monthly or annual plan volume, your subscription is automatically upgraded to the next available tier so you are not blocked. Banqup will charge the difference for the upgrade, prorated from the day you exceeded your volume.