Manage Account

As the business owner, visit the Manage Account page in BackOffice to view and update your business contact and payment information to ensure uninterrupted service. View your billing plan details, pricing, and fees, see any add-ons attached to your account, and get invoices for past billings.

Watch our Manage Billing video below:

Table of Contents

• Business Owner Information
• Manage Register Licenses
• Add/Update Payment Information
• Billing Activity

Business Owner Information

The Business Owner is the main point of contact and administrator of an account. Review and update the Business Owner info to ensure contact details are accurate.

1. In BackOffice, click ‘Settings’ and select ‘Manage Account’.

   Don’t see ‘Manage Account’? Visit our BackOffice Settings Troubleshooting guide for help.

   

2. Select ‘Update Info’ next to ‘Business Owner’.

   

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3. Make changes as necessary and click ‘OK’ to save.

   Entering a new email in this field does not affect the BackOffice login. Contact Customer Care to request this change.

   

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Manage Register Licenses

From this section, view your subscription details and change the number of register licenses on your account. Depending on your pricing package, adding or removing licenses may increase or decrease the amount you pay for ShopKeep.

1. In BackOffice, click ‘Settings’ and select ‘Manage Account’.

   Don’t see ‘Manage Account’? Visit our BackOffice Settings Troubleshooting guide for help.

   

2. Click 'Manage Plan' to update the number of register licenses at the business.

   

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3. Click the 'Register Licenses' drop down to change the number of register licenses.

   Added licenses are available immediately. You cannot have fewer licenses than activated registers. If you add extra register licenses in the middle of a billing cycle you will be charged a prorated fee for the rest of the billing cycle.

   

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4. Click 'Update' to save the changes.

Add/Update Payment Information

Sign into BackOffice as the Business Owner to add or update the credit card on file for your store. If you have locations linked together, you must manage billing details separately through each store’s BackOffice.

1. In BackOffice, click ‘Settings’ and select ‘Manage Account’.

   Don’t see ‘Manage Account’? Visit our BackOffice Settings Troubleshooting guide for help.

   

2. Click 'Add Payment Method'.

   Or ‘Update Payment Method’ to update existing payment information.

   

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3. Enter your billing contact info and business address. Click 'Next'.

   

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4. Enter your credit card details and click 'Submit'.

   

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Billing Activity

View billing activity on the account occurring within the last 120 days. Export a copy of invoices to keep for your records.

1. In BackOffice, click ‘Settings’ and select ‘Manage Account’.

   Don’t see ‘Manage Account’? Visit our BackOffice Settings Troubleshooting guide for help.

   

2. Scroll down to the 'Billing Activity' section.

   

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   Date | Date of the billing activity.
   Type | The type of billing activity.
   Status | Status of the billing activity.
   Amount | Total fee paid for the billing period.

   Email PDF | Click to export a copy of the invoice via email. Click here to view a sample invoice.