Access and manage your iCompleat subscription settings

You need to have the iCompleat administrator role, or have the Access to subscription options permission, to manage your iCompleat subscription. Go to User settings to find out more.

It's easy to view, manage, 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 100+)
• Activating or deactivating Integrated Online Buying
• Your billing and contact information
• Payment methods and billing history

Follow the steps in this article to see how.

 

How to access your subscription options

To access the Subscription options area of iCompleat, click the profile icon in the top-right of iCompleat, and click Subscription options.

 

 

Add Users and enable Integrated Online Buying

You can toggle your user allowance and Integrated Online Buying access in the Subscription tab within Subscription options.

Here's how.

 

1. In the Subscription tab, click Edit on the right.
2. Update your user preferences and toggle Integrated Online Buying on or off using the drop-downs, and click Continue.
3. Ensure your billing address is correct and check your saved card number is up to date.

   (Optional) Click add new card to quickly enter a different payment method then click Use this card.

4. When you’re finished, review the summary of your plan charges, and click Pay Securely.

   You need to click 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.

5. Your subscription is updated!

 

Top up your invoice credits

Invoice credits let you receive invoices in iCompleat. For every invoice that you receive in iCompleat, one invoice credit is deducted from your 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.

If you have more than one company in iCompleat, they share the invoice credit balance, so you don’t need to top up invoice credits for each separate company.

You can top up your invoice credits under the Subscription tab within Subscription options.

Follow these steps to top up your invoice credits.

 

1. Under the Subscription tab next to Invoice credits, click TOP UP.
2. Click the number of invoice credits you want to buy.

   (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. 

3. Click PROCEED TO PAYMENT.
4. Ensure your billing address is correct and check your saved card number is up to date.

   (Optional) Click add new card to quickly enter a different payment method then click Use this card.

5. Review your bill summary, and click Pay securely.
6. Payment is taken, and your invoice credit balance is updated.

 

Manage billing and payment details

You can access and edit your billing and payment details in the Billing/Contacts tab in Subscription options.

Your billing and contact details in iCompleat include:

• Account name
• Contact address
• Billing address
• Notification email address
• Invoice email recipient address
• Key contacts
• Your company’s registered tax country

Click the edit button to the right of a field to make changes.

 

 

Use the delete and edit buttons next to a key contact in the list to remove it or make changes. Click New to add more key contacts to your iCompleat account.

 

 

View payment history and add/edit cards

In the Payments tab in Subscription options, you can view a list of your payment history in iCompleat. To see the invoice associated with a payment, click View next to the payment in the list.

The invoice PDF opens in a separate browser tab.

 

 

You can save multiple payment cards against your iCompleat account, and set a default card for all payments you make to iCompleat.

Follow these steps to add a new card and set a default card.

 

1. In the Payments tab in Subscription options, click Edit payment methods.
2. Your saved cards appear. 

   To add a new payment card, enter the card details, and click add new card.

3. To set a default card for all transactions in iCompleat, click Make default next to the payment card in the list.

 

 Still got questions? Comment below and let us know how we can improve this article.