Manage your Compleat subscription

You need to have the iCompleat admininstrator role, or have the Access to subscription options permission, to manage your iCompleat subscription. Go to Roles and permissions explained to find out more.

It's easy to view, manage, and update your iCompleat subscription plan.

Follow the steps in this article to see how.

View and update your iCompleat subscription plan

You can view and update the details of your iCompleat subscription in the Subscription Options area at any time, including:

• Your subscription frequency (monthly or annually)
• Number of iCompleat users (from 5 to 10000)
• Your accounting software
• Activating or deactivating iCompleatBuy

Follow these steps to view and edit your subscription plan.

1. Go to your user menu, and select Subscription options.
2. Your subscription plan appears.

   Select Edit.

   
3. Select your subscription preferences from the drop-downs.

   The price of your subscription plan updates automatically. Any extra charges added as a result of your changes appear in the Summary on the right.

   
4. Select Continue.
5. Review your Billing address, and update any fields if necessary.
6. Ensure your Registered country for tax is correct, and select the correct one from the drop-down if not.
7. Select one of your iCompleat companies to have your subscription invoice sent to.
8. (Optional) Select add a new card if you want to pay your subscription with a different card to the default one against your account.

   Then enter your card number and sort code, and select use this card.

9. When you’re finished, review the summary of your plan charges, and then select Pay Securely.

   You need to select Pay Securely even if the changes you’ve made to your plan haven’t incurred any extra charges. It will simply apply the updates you’ve made to your plan.

   

Top up your invoice credits

Invoice credits let you receive invoices in iCompleat. For every invoice that you receive in iCompleat, it deducts one invoice credit from your balance. If you have more than one company in iCompleat, you don’t need to top up invoice credits for each separate company as they share the invoice credit balance.

iCompleat doesn’t deduct invoice credits from your balance when you receive supporting documents. So, when an invoice arrives with three supporting documents attached to it, iCompleat only deducts one invoice credit from your balance.

Follow these steps to top up your invoice credits.

1. Go to your user menu, and select Subscription options.
2. Next to Invoice credits, select Top Up.
3. Select the amount of invoice credits you want to buy.
4. (Optional) You can have iCompleat automatically top up your invoice credits if your balance hits a certain number. Select the check box, and use the arrows to set the threshold.]
5. Select Proceed to Payment.
6. Review your Billing address, and update any fields if necessary.
7. Ensure your Registered country for tax is correct, and select the correct one from the drop-down if not.
8. Select one of your iCompleat companies to have your invoice credits invoice sent to.
9. (Optional) Select add a new card if you want to pay for your invoic credits with a different card to the default one against your account.

   Then enter your card number and sort code, and select use this card.

10. When you’re ready to pay, select Pay securely.

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