Updating your billing details

You can change your billing cycle, update your payment details or change your payment method at any time.

To update your billing details:

1 – From any page within Sharesight, click ‘Account Settings’ from the top right of the screen.

1 Account Settings

2 – From the dropdown menu, select ‘Billing details’.

2 Select Billing Details

3 – On the Billing Details page on the left is a tab shows your current account settings.

Tab shows your current account settings

4 – Click the ‘Update billing’ button.

4 - Click update billing

5 – On the update billing page you can change:

Payment frequency preference - Select to pay for your plan subscription either monthly or yearly.

Note: Subscribing to a yearly plan gives you one month free of Sharesight.

Payment details - Click on the ‘Change card’ button, then input your new credit card details.

6 – Click on the ‘Save Billing Details’ button to save your changes.

Change payment frequency preference

Last modified on March 16, 2020 UTC