How to update my ExpensePlus subscription
This article covers how to update your ExpensePlus subscription.
This is only for churches and charities already subscribed to ExpensePlus.
If you are currently trialling ExpensePlus, and want to subscribe, click here to find out more.
In this article:
Switching your subscription to card payment (or updating your card payment details)
Switching your subscription to Direct Debit (from card payment)
Updating your Direct Debit subscription to a new bank account
Switching your subscription to card payment (or updating your card payment details)
If you are currently subscribed to ExpensePlus via card payment and want to update your card details, or you wish to switch from Direct Debit to card payment, you can do this within the Subscription & Billing screen.
If the card payment option displays the message: "Payment currently pending, you must wait until paid before switching", then you will need to wait until after your next subscription payment happens before adding/updating new card details.
Switching your subscription to Direct Debit (from card payment)
If you are currently subscribed to ExpensePlus via card payment and wish to switch your subscription to direct debit, then you can do this within the Subscription & Billing screen.
Updating your Direct Debit subscription to a new bank account
If your subscription is already via Direct Debit, and you wish to switch this to a different bank account, then please follow the instructions below. This cannot currently be done within the Subscription & Billing screen within ExpensePlus.
a) First read the two important notes below, then click here to set up a new direct debit mandate:
1) In the ‘Personal details’ section on the first screen, please click the ‘or click here to use a company name’ option and enter your charity's name.
2) If two signatories are required, then on the ‘Please confirm your details’ section on the third and final screen, please untick the ‘I can authorise direct debits on this account myself’ checkbox.
b) Once you have completed the online form in the link above, follow the GoCardless instructions to:
- download the completed mandate
- dual sign it, then
- upload it to the link GoCardless provides you with.
GoCardless will email the instructions to the email address you enter when completing the online form in step 1. Do check the junk folder of that inbox if the email doesn't arrive, or message us and we can resend the email.
It's really important that you follow exactly the instructions GoCardless provides, otherwise the process will fail.
c) Once the process is complete, please email support@expenseplus.co.uk to let us know, and we will be able to transfer the billing over to the new direct debit you have set up.
Don't forget step c), otherwise we won't know to transfer over your billing. Please don't send us the completed mandate form, as GoCardless doesn't provide us with a way of uploading it for you.
If you have any questions, please get in touch at support@expenseplus.co.uk.