The customer billing portal allows you to self-manage your Openbridge billing. Here are the core features of the portal:
Update billing information, including any tax IDs
Update payment methods
Update, cancel, pause, resume, and view subscriptions
Pay, download, and view current and past invoices
Selecting A Plan
In your Openbridge account, go to
Plans and set your plan type. All customers default to a Standard Plan. Different integrations may require a Premium Plan type. If you have more than 300 data pipelines, you should consider selecting the Business Plan.
Manage Your Billing
Account -> Billing. Next, select
Manage. This will direct you to your Billing Portal
There are a number of management options in the Billing Portal.
A: Updating your card information and canceling your plan. If you cancel your plan, it will terminate any activated data connectors on your account.
B: Add a new payment method, delete the payment method, and set a default payment method
C: Update your billing contact information. This is only for billing notifications.
D: Download your invoices and receipts.
Downloading Receipts and Invoices
Go to the Invoice section of the Billing Portal (see D above), and select the billing period you want a receipt or invoice for. You will be presented with a screen to download them: