> For the complete documentation index, see [llms.txt](https://clearquote-van-fleets.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://clearquote-van-fleets.gitbook.io/docs/additional-features/subscription-and-autopay-setup.md).

# Subscription & AutoPay Setup

Set up your subscription once to enable automatic monthly billing and seamless invoice payments.

Follow this quick interactive guide to set up your subscription in under 2 minutes:

{% embed url="<https://demos.clearquote.io/demo/cmnefzahh02wmw00jh0pw2f80?step=13&utm_source=link>" %}

## Step-by-Step Instructions

### Step 1: Select Plan

#### What you see

You will land on your dashboard homepage.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2F9kHNiWpdbWylwvZGevqC%2Fimage.png?alt=media&amp;token=7f1d8de5-8743-4b94-b33a-6bdc3b26a9d9" alt=""><figcaption></figcaption></figure>

#### What to do

Click the **"Select Plan"** button on the top right.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FzrEQUrjuZB4ob1vX8FKl%2Fimage.png?alt=media&amp;token=07e8e25e-4d86-458a-819c-2dd97eb44802" alt=""><figcaption></figcaption></figure>

Tip

This option appears when billing setup is pending.

### Step 2: Choose Your Plan

#### What you see

A page showing available subscription plans with pricing.

#### What to do

Select the plan that best fits your needs.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FvA4Yjg5yNxTrgPynoIUY%2Fimage.png?alt=media&amp;token=45de8d8b-8b84-4c6a-936c-533644271c20" alt=""><figcaption></figcaption></figure>

### Step 3: Confirm & Continue

#### What you see

Your selected plan with a checkbox and subscription button.

#### What to do

* Tick the checkbox to agree to Terms & Conditions
* Click **"Subscribe & Enable AutoPay"**

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FeHhlUVAucguPBtYHFiL9%2Fimage.png?alt=media&amp;token=0cbee440-b8a9-44a4-83b7-cd0f12fc5104" alt=""><figcaption></figcaption></figure>

#### Important

* No payment is charged at this step
* You can cancel anytime

### Step 4: Enter Payment Details

#### What you see

A secure checkout page.

#### What to do

**Card Payment**

* Enter card number
* Fill expiry date and CVV

**Direct Debit**

* Enter bank account details
* Confirm mandate

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2Ft1je64o2BYt3uLRUdArU%2Fimage.png?alt=media&amp;token=00fbf36b-0a8a-4d8c-8bf9-7e93427cc2b0" alt=""><figcaption></figcaption></figure>

### Step 5: Complete Subscription

#### What you see

Order summary with your selected plan.

#### What to do

Click **"Proceed to Buy / Pay"**

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FxibfdyoFZgHhjFM5XiF1%2Fimage.png?alt=media&amp;token=44ce54a6-2958-4886-85d1-e13807638777" alt=""><figcaption></figcaption></figure>

#### What happens next

* Subscription is activated instantly
* Your March invoice will be processed automatically

### Step 6: You're All Set

#### What you see

Billing dashboard.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2F0nxamC17pKHr3ZhrXvCh%2Fimage.png?alt=media&amp;token=0de58956-b512-4ac7-90d7-dfff31e6eb01" alt=""><figcaption></figcaption></figure>

#### What to do

* View your active plan
* Access invoices
* Manage payment methods

### Billing Access&#x20;

Make sure you are logged in with a user that has **Billing & Subscription Access**.

If billing is handled by someone else on your team:

* Go to **User Settings**
* Edit an existing user or create a new one
* Enable **"Billing & Subscription Access"**
* Save the changes