Skip to main content

Introduction to the Plans and Billing Section

The Plans and Billing section is designed for self-service customers to make payments. This section was previously called the Billing section.

Requirements: 

  • Self-service customers
  • Only Enterprise Admins can make payments 
  • Enterprise Admins and Enterprise viewers can view the plan 
  • A payment method, such as a credit card or bank account

In this article: 

About the Billing Section 

In the console, click the profile icon and choose the Plans and Billing from the dropdown menu. 

The landing page displays the current plan, the number of devices onboarded, and the start date.

Plans, prices, and terms subject to change. 

Select the number of devices. You can select a minimum of 25 devices up to 10,000 devices.

Confirm your plan and click purchase after entering the payment details.

Depending on the plan or payment method, you may see additional screens meant for payment processing. 

Payments are due once a month based on the start of the first payment. If paying monthly, and you started on April 4th, your next payment would be due on May 4th. 

You can upgrade to other plans at any time. Reach out to the Esper Sales team if you have any questions.

Adding a Payment Method

You can add a payment method directly from the Plans and Billing page. Esper partners with Stripe for billing, so payment details are entered and stored in the Stripe billing portal.

Step 1: On the Plans and Billing page, click on Add Payment Method + in the Payment Method column. 
 

Add payment method highglighted on the Plans & Billing page.png

 

Step2: In the Stripe billing portal, check that your billing information is accurate. You can update the following information from this portal: business entity name, email, address, phone number, shipping address, and tax ID.
billing information such as name, email, address, and phone number.png

Step 3: In the Stripe billing portal, click on + Add payment method. 

On the stripe page with add payment method highlighted.png

Step 4: Select Card or US bank account, then enter your payment details.

add paymetnt method form showing a card or us bank account option.png

Step 5: Click on Add to save the payment method.

Step 6: Click on Return to Esper.io, Inc. to go back to the console. The Plan Status now shows Active.

Plans and Billing page now showing plan status as active.png

Tip: To change or remove an existing payment method, click on Manage and select Manage Billing. Then update the payment method in the Stripe billing portal.

Viewing Invoices

After making payments, you may view payment information in the invoice section. Click on View Invoices. 

view invoices selected from the manage menu.png

Invoices can be downloaded as a PDF.

3-invoice.8d1f143f.png

You can also access your invoices from Manage Billing > Invoice History. 

Managing and Changing Payment Methods

To manage payment details, including changing the payment method or billing information, select Manage Billing from the Manage menu. 

manage billing selected from the manage menu.png

Then update the billing payment method and billing information. 

billing management screen strip integration.png

Canceling a Subscription 

To cancel a subscription, select Cancel Subscription from the Manage menu. 

cancel subscription selected from the manage menu.png

 

Then, confirm the prompts. 

the sorry to see you go screen explain the plan will end at the end of the billing cycle, the tenant will be suspended, and the tenant and data will be retained for 30 days after suspension.png

The Plans and Billing section will update with your plan termination date. 

plans and billing information changed with plan end date marked under plan status.png

Reach out to Esper Support to reactivate your subscription. 

Related articles

Featured content