Skip to main content

Managing Your Subscription and Billing

Managing your subscription and billing in Ocean.io is simple and transparent. From your subscription settings you can view key details, update payment information, and cancel or upgrade your plan.

1. Access Your Subscription Settings

Note: The Billing page is only available to managers. If you don't see it, ask a manager on your account for help.
​
To manage your subscription or billing details:

  1. Click your profile icon in the bottom-left corner of the platform

  2. From the menu, choose either:

  • Billing → takes you directly to your billing page

  • Settings → then select Billing from the settings menu

Below is a simple overview of each section so you always know where to find what you need.

2. Subscription Overview

On the Billing page, you’ll find:

  • Your recurring credits and allowance

  • Your billing frequency (monthly or yearly)

  • Your next billing date

  • Upcoming renewal price (if on a subscription plan)

  • Options to upgrade your plan

This section gives a quick snapshot of your subscription at a glance:

Note:
You can also upgrade your subscription from the profile section in the bottom-left corner. Click your profile icon to open the menu, then select Upgrade subscription at the top of the pop-up.

3. Plans and pricing

You can see our current plans and pricing anytime at ocean.io/pricing.

Growth plan: From $250/month, billed annually.

You can purchase a subscription directly from your Billing page using the steps above. If you’re unable to purchase a plan, or you need something more tailored, reach out to us at [email protected] or book a call with our team directly from the platform. We’ll help you find the right fit.

Compare Plans

This table show you what each plan includes, from trial credits to a custom credit volume.

4. Cancelling Your Subscription

How to Cancel

To cancel your subscription, follow these steps:

  • Click on your profile icon in the bottom-left corner of the platform

  • Select Billing to open your billing settings

  • In the Plan section, click the three dots (⋯) on the top right next to Upgrade subscription, then choose Cancel subscription

  • You will be prompted to complete a short feedback survey

  • Once completed, your subscription will be scheduled for cancellation

After Cancelling

  • You’ll continue to have full access until the end of your current billing cycle

  • No further charges will be made after the cycle ends

  • Your workspace, including leads, labels, and dashboard data, will remain saved in case you choose to return

  • Unused credits are not carried over

Changing Plans

Upgrades or downgrades adjust your credit allowance and billing accordingly.

You can upgrade, downgrade, or cancel your subscription anytime from the Plan section on your Billing page, using the Upgrade subscription button or the three dots (⋯) next to it.

If you don’t see these options, or you need a custom plan or a larger credit volume, contact us at [email protected] or book a call with our team from within the platform.

5. Payment Method & Billing Address

This section shows:

  • The credit card currently on file

  • Your billing address

  • The option to update your payment method and change your card details

Important:
Once an invoice has been paid, it cannot be moved to another card.
If you want a renewal charged to a different card, please update your payment method before the renewal date.

To update your billing details:

Please send an email to [email protected], to have your billing details (email & address) changed. Please include your current billing address/email and the new billing address/email.

6. Credits Overview

If your account uses the newer unified credit system, this section is not on the Billing page. It lives on the Usage page in Settings (managers only) and in the Credits panel in the sidebar.

Here you can see:

  • Current credits available – How many credits you have left to use.

  • Credits used – A breakdown of how many credits you’ve already used.

  • Credit pools in use – Which credits are being used from your subscription plan, and how many credits have been drawn from each pool.

  • Invoice and credit validity – When credits were issued via invoices and until when they are valid.

  • Purchase additional credits – This option is not available anymore

If you need a specific credit amount not shown in the available packages, simply contact our support team and we can help.

7. Redeem a Coupon

If you have a coupon code, you can redeem it directly from your Billing page:

  • Scroll down to the Coupon section

  • Type your coupon code in the field next to Redeem

  • Click Redeem

Once redeemed, you can confirm your credits have been added by checking the Credits section on the Usage page in Settings.

8. Invoice History

Invoices are also automatically emailed to the billing email address on file at the time they're issued. You can also fine them in the platform at the bottom of the page, you’ll see your full invoice history:

  • Every invoice issued

  • Payment amounts

  • The billing dates

You can click View next to any invoice to open it. From there, you can download it as a PDF using the button in the top-left corner. Each invoice also outlines the credits included with your plan, making it easier to track your benefits and usage.

Note: If an invoice is still open or unpaid, the Invoice column shows a greyed-out Pending button instead of View. View becomes available once the invoice is paid.

If you have been a customer for a while, you’ll also see page numbers at the bottom, allowing you to navigate through older invoices.

Note: Some users on custom subscriptions might not see this screen. If that’s the case, please reach out to us so we can assist you.

Need Help?

If anything is unclear or if you need assistance with your subscription, credits, or billing, feel free to reach out to us anytime. We’re here to help!

Did this answer your question?