<aside> 💡 Retainr Tip: Learn to embed links, buttons, or forms on your website with this quick guide.

</aside>

How to Edit Membership Plan

Step 1: Go to Billing

Within the 'Settings' menu, locate the 'Billing' option and click on it to access your Retainr membership plan.

Scherm­afbeelding 2023-11-15 om 15.31.22.png

Step 2: Choose your plan

Click on the desired plan, then click the 'Update' button to save your changes. For more information about our membership plans and what's included, please visit our pricing list.

How to Edit Payment Method

To edit your payment method, click on 'Payment Method' and choose your desired option or add a new card.

Scherm­afbeelding 2023-11-15 om 15.35.39.png

<aside> 💡 Retainr Tip: Don’t forget to update your changes before leaving this page.

</aside>

How to Bill Clients (Stripe)

Step 1: Connect your Stripe account

Clients will be billed by agencies, and agencies can manage everything using their Stripe account, including invoicing and taxes.

Agencies need to connect their Stripe account with Retainr to start billing their clients. To do this, go over to ‘Settings’ and click on ‘Integrations’ to connect your Stripe account.

Agencies can define the currency in which they want to bill their clients, and clients will pay in that currency. All currency conversion will be handled by Stripe.