On the My Packages page, you can view the details of your package and make changes if needed. You can upgrade or cancel your subscription, check your billing cycle (monthly or yearly), view your billing date, and see the next billing date of your package.
How to upgrade my subscription
To upgrade your subscription, click the Upgrade Package button. You will then be redirected to our pricing overview, where you can view the available plans with detailed comparisons.
If the My Packages page is not displayed in the left menu, you need to activate it by navigating to More Tools. Once you enable the checkbox next to My Packages, the page will appear in your menu.
How to cancel my subscription
We’re sorry to hear that you’re considering leaving Tresio, and we’d love to talk to you to see if there’s anything we can do to help. However, if you decide to proceed, you can cancel your subscription at any time by following these steps:
- Go to the left menu and select My Packages.
- Click the Cancel subscription button.
You can downgrade to the demo version, which offers free access and cannot be cancelled.
Important note: If you want to delete all data from the system, you need to delete your company from the Companies screen.
How to access invoices & edit billing details
To access your invoices, manage billing details, or update your payment method, follow these steps:
- Open your customer portal (hosted by Stripe). Please note that this portal is currently only available in German.
- Enter the email address associated with your Tresio account and click Send (“Senden”).
- You will receive an email with the subject “Your customer portal login link”. Click Log in to your customer portal in that email.
In the customer portal, you can:
- Manage your payment method: Under Payment methods (“Zahlungsmethoden”), you can add a new card via Add payment method (“Zahlungsmethode hinzufügen”).
- Update your billing address: Under Billing information (“Abrechnungsinformationen”), you can see your name, billing address, and phone number. Use Update information (“Informationen aktualisieren”) to change these details.
- View and download invoices: Under Invoice history (“Rechnungshistorie”), you’ll find your past invoices.