TL;DR: Dashboard → Profile Icon → Account Settings. Manage your profile and account preferences from one central location.
AND
Dashboard → Pricing → Active Plan. Check your active plan, subscription status and features, Update Payment Method, Manage subscription.

Overview

Account & Billing Management lets you control your Consently account settings and subscription details. You can update your personal information, manage payment methods, view your billing history, and configure your account preferences.

Before You Begin

Make sure you have:

  • Admin access to your Consently account

  • Payment information is ready if updating billing details

Time required: 5 minutes

How to Access Account Settings

Step 1: Open your account menu

Click your profile icon in the top-right corner of the dashboard.

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Step 2: Navigate to Settings

Select Edit Profile from the dropdown menu.

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Managing Your Profile

Step 1: Locate the Personal Details section

In Account Settings, find the Personal Details section at the top of the page.

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Step 2: Update your information

Edit your name, email address, or other profile details as needed.

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Step 3: Change your password

Click the Security tab, enter your current password, then enter and confirm your new password.

💡 Tip: Use a strong password with at least 8 characters, including uppercase, lowercase, and numbers.
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Step 4: Save your changes

Click Save to apply your profile updates. 

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Deleting Your Account

Step 1: Navigate to Account Settings.

Follow the instructions mentioned above to navigate to the Accounts Settings page

Step 2: Delete your Account

Click the Delete Your Account button

⚠️ Important: Account deletion is permanent and irreversible. Please confirm that you fully understand this before continuing.
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Step 3: Confirm your Action

A pop-up window will open when you click the Delete your Account button. Please type DELETE MY ACCOUNT in the input box and then click on the Proceed button.

⚠️ Important: The Proceed button is disabled by default. To continue, you must type DELETE MY ACCOUNT in ALL CAPS to confirm your action.
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Done!

Your account was successfully deleted.

✅ Success indicator: You’ll receive a confirmation showing "User deleted successfully".

Managing Billing & Payment Methods

Step 1: Access the Billing section

Navigate to the Pricing → Active Plan section from the Dashboard. 

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Step 2: View your current plan

Your active subscription displays:

  • Plan name (Basic, Premium, or Enterprise)

  • Billing cycle (monthly, annual, or Lifetime)

  • Next Payment

  • Next Due

  • Check active plan features

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Step 3: Update payment method

Click Update Payment Method to change your billing information.

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Step 4: Enter new payment details

You will be redirected to the Paddle Customer Portal, where you can provide your credit card or PayPal information, then click Update Payment Method.

⚠️ Important: Your new payment method will be used for the next billing cycle.
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Viewing Billing History & Invoices

Step 1: Open billing history

You can view your billing history and next payment details on the Paddle Customer Portal by clicking Update Payment Method.

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Step 2: Review past invoices

  • Once you are at the Paddle Customer Portal, click Payments from the left Sidebar navigation

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  • Click on any specific transaction

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  • Click on the View Invoice button

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  • A new tab will open showing your invoice

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Step 3: Download an invoice

Click the download icon next to any invoice to save a PDF copy.

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Done!

✅ Success indicator: Your browser will automatically start downloading the invoice in PDF format.

Updating your invoice

Step 1: Paddle Customer Portal Invoice Section

Once you are at the Paddle Customer Portal → Payments → Payment Details, you can click the Update Invoice button.

⚠️ Warning: You can edit this invoice only once, so please ensure all necessary fields are updated before proceeding.
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Step 2: Edit your Invoice details

You can update your Full name, Company name, Tax ID, First Line of address, Second Line of address, City, Region/State, etc.

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Step 3: Confirm updating your invoice

Finally, click on the Update Invoice button

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Done!

✅ Success indicator: You’ll see a success notification when the invoice is updated

Canceling Your Subscription

Step 1: Locate the cancellation option

You can cancel your subscription anytime. Just click on the DashboardPricingCancel Subscription button.

⚠️ Warning: Your subscription will remain active until the end of the current billing period. You will continue to have access until then.
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Step 2: Confirm cancellation

You will be redirected to the Paddle Customer Portal. A confirmation pop-up will be shown—continue only if you are sure, then click Cancel Subscription 

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Done!

Your subscription remains active until the end of your current billing period.

✅ Success indicator: You’ll receive a confirmation email about your cancellation.


Managing your license at AppSumo

If you purchased your plan through AppSumo, you can manage your subscription directly from your AppSumo account:

  1. Upgrade your plan.

  2. Downgrade your plan.

  3. Cancel your subscription.

  4. Request a refund.

All changes and requests must be processed through your AppSumo account.

Step 1: Check if your license was purchased via AppSumo

  • Go to your Dashboard.

  • Navigate to Pricing → Active Plan.

  • Look for the AppSumo logo.

  • If the logo is visible, your license was purchased through AppSumo.

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Step 2: Open your AppSumo account

Click on the AppSumo Account link to open your AppSumo account.

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Step 3: AppSumo product Dashboard

Once you click the link, you should be redirected to your AppSumo product page.

Where you can:

  • View redemption information

  • View invoice

  • Change plan

  • Request a refund 

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Step 5: View Redemption Information

Select the Consently Product from your AppSumo Products Dashboard, choose Select, and then click Redemption Information. It will take you to the redemption page, where you can view your Invoice, check your current plan, change your plan, contact support, and initiate a refund. 

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Step 6: View invoice on AppSumo

You can easily view and download your invoice from AppSumo.

  • From the Select dropdown menu, click on View invoice

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  • It will open a new window with the Invoice, where you can print or download your invoice as a PDF

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Step 7: Change your subscription plan

You can upgrade or downgrade your subscription plan from your AppSumo Dashboard.

  • From the Select dropdown menu, choose Change plan.

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  • You will be redirected to the Change plan page, where you can check all the available plans. It allows you to downgrade or upgrade your plan.

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Step 8: Apply for a refund

When you purchase a product through AppSumo, any refund must be processed by them. To request a refund, you need to apply through your AppSumo account, and AppSumo’s refund policy will apply. Currently, AppSumo has a 60-Day refund policy.

  • Choose Refund from the Select dropdown menu.

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  • Now, click on Initiate refund

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  • Select a reason for your refund and click on Continue

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  • Review your refund method and click the Continue and Initiate refund button

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  • A success message will show with the refund amount.

💡 Tip: For any issues or questions related to refunds, please reach out to support@appsumo.com
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What’s Next

Now that you understand account management, consider:

  1. Upgrading to a higher plan if you need more domains or pageviews

Troubleshooting

Payment method won’t update

Why this happens: Browser autofill may interfere with form submission.

Solution:

  1. Clear your browser’s autofill data for Consently

  2. Manually enter payment details without using autofill

  3. Try a different browser (Chrome, Firefox, or Edge) if the issue persists


Invoice download not working

Solution: Check that your browser allows PDF downloads and isn’t blocking pop-ups from consently.net. If the problem persists, contact support at support@consently.net to request a manual invoice copy.


Can’t find billing history

Solution: Billing history only appears after your first payment. If you’re still on a free trial, no billing history exists yet. History will be available after your first charge.

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