Account, Dashboard & Settings Account Setup How do i manage payment?

How do i manage payment?

Manage your Keepler subscription, payment methods, and plan settings from the Billing & Plans section. This guide walks you through accessing and updating your billing details to ensure uninterrupted service and accurate account records.

Accessing Billing & Plans

To open Billing & Plans in Keepler:

  1. Click the Settings icon at the bottom-left corner of the main sidebar.

    Edit Profile Button
  2. In the Settings Dashboard, select the Billing & Plans card.

    Access Billing & Plan

The Billing Section

The Billing & Plans section contains everything related to your subscription and payments, including:

  • Billing information
  • Payment methods
  • Payment history
  • Active subscription details
Personal Sidebar Navigation

Step 1: Enter Billing Information

Before activating your subscription, you’ll need to provide billing details.

Billing Information Form

You’ll be asked for:

  • First Name & Last Name
  • Email Address
  • Address (Street, Apartment, etc.)
  • City, Postal Code, Country, and State

Click Save changes to proceed.
(You can update this information at any time.)

Step 2: Add a Payment Method

Once your billing info is saved, set up your preferred payment method.

Add Payment Method

Accepted payment methods:

  • Stripe
  • PayPal
  • Bank Transfer

For card-based payments, provide:

  • Cardholder name
  • Card number
  • Expiration date
  • CVC code
Note: You can store multiple payment methods and switch between them anytime.

Recurring Payments

Enable Recurring Payments to allow Keepler to automatically charge your selected method each billing cycle.
You can turn this on or off anytime from the same panel.

Payment History & Subscription Overview

On the right-hand side of the Billing & Plans page, you’ll find a quick summary of your current subscription and recent payments, including:

  • A link to Manage Subscription Plans
  • A shortcut to Payment History

Payment History

Review past transactions, including invoice numbers, payment dates, and amounts.

Payment History View

Choosing or Changing Your Subscription Plan

Plan Summary Card

Click Subscription Plans to view available tiers.

Choose Plan Period

You can:

  • Toggle between Monthly or Annually billing
  • Filter plans by role or business type

Available Plans

Available Subscription Plans
  • Essential: For individuals or small operations
  • Professional: (Most Popular) For growing businesses
  • Team: Tailored for larger teams
  • Business: Full featured business solution
  • Custom: Custom plans based on your needs

Compare Plans

Use the comparison table to see differences in features, limits, and pricing.

Compare Plans Table

Finalizing Your Subscription

After selecting a plan:

  1. Confirm your payment method
  2. Review your order
  3. Complete the payment process

Your subscription will activate immediately, unlocking features based on the selected plan.

Frequently Asked Questions

Why was my payment declined?

  • Card expired or insufficient funds
  • Bank restrictions on online or international payments
  • Mismatched billing information

Can I change my payment method later?
Yes, from the Billing & Plans section.

What happens if my recurring payment fails?

  • Keepler retries up to 3 times within a few days
  • You’ll receive an email notification to update your method
  • Premium features may pause until payment is resolved

How do I download past invoices?
Go to the Payment History tab and download from the invoice list.

Can I cancel or downgrade my plan anytime?
Yes. Changes take effect at the end of your current billing cycle.

Tip: Regularly review your billing details and subscription plan to ensure uninterrupted access to Keepler's premium features.

Next: Explore the Keepler Dashboard in detail.