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:
Click your profile icon in the bottom-left corner of the platform
From the menu, choose either:
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 or purchase additional credits
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. 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
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 same Plan section on your Billing page, via the Upgrade subscription button, or the three dots (⋯) next to it for other options.
For custom enterprise or large credit needs, contact Ocean.io support.
3. 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:
Click Upgrade Subscription, or go to the Credits section and click Add Credits.
In the window that opens, click Update Address.
This opens the Billing details form, where you can update:
First name
Last name
Work email – the email address used to receive invoices
Company name
VAT number
Address
Country
Postal code
City
Phone number
Notes – for additional invoice information, such as a PO number or other internal reference
Click Save changes.
Your updated billing information will be used for future invoices.
❗ Note: If the Update Address option is not available on your screen, this means you are either on a custom plan or an older plan. Please reach out to [email protected] for assistance.
4. Credits Overview
If your account uses the newer unified credit system, this section may instead live in a dedicated Credits panel available from the sidebar, rather than on this page.
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.
5. Redeem a Coupon
If you have a coupon code, you can redeem it directly from your Billing page:
Scroll down to the Redeem a coupon section, located below your Credits overview
Enter your coupon code in the Coupon code field
Click Redeem
Once redeemed, you can confirm your credits have been added by checking the Credits section directly above.
6. 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, users can click the “View” button next to the invoice to open the invoice page. From there, they can complete the payment directly by selecting the “Pay Invoice Online” option located at the top left corner of the invoice.
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!