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Subscription

See your plan, active projects, active users and billing details, and change the plan, the payment card or the billing information.

Who can use it
People who have the Admin View permission.

The page Subscription shows the plan that your company pays for. It lists how many projects and users are active, the status of the account, and the billing details that go on the invoice. You use it to change the plan, link a payment card or cancel the subscription.

The page has no entry in the left menu. On some accounts the page shows Page not found.

Before you start

  • Sign in with a user who has the Admin permission.
  • To pay by card, have the card ready. The card form is run by Stripe, a payment service.

What the three cards show

Card What it shows
Active Projects The number of active projects, and below it Active Users. The link View Project logs > opens a list with the columns Date, Description and Active Projects. Click Export to CSV to save the list. Click X to close it.
Plan The plan name, the renewal period (Monthly, Quarterly, SemiAnnually, Annually or Enterprise) and the number of projects in the plan. The link Change Plan > is not shown for an Enterprise plan.
Status The account status: Trial, Active, Readonly, Paused or Terminated. For an account that is not in trial it also shows Last invoice and Next invoice. During a trial it shows how many days are left.

If you have not chosen a plan yet, the middle card says Choose your plan. Click it to see the plans.

How to change the plan

  1. Click Change Plan > on the Plan card.
  2. Next to No. of Projects, type the number of projects you need. Click Update. The prices change to match.
  3. Find the plan you want. Each plan shows its price, the number of projects and how often you pay.
  4. Click Switch. If you have no plan yet, the button says Select.
  5. Read the question and click Yes to confirm or No to stop.

The plan you use now shows Existing Plan and cannot be chosen again. Click X to close the plan list without a change.

How to subscribe or change the payment card

  1. On the Status card, click Subscribe now > during a trial. Click Change Card > if a card is already linked.
  2. In Name, type the name on the card.
  3. Type the card details in the card box.
  4. Click Link card to account.

A trial account with a linked card shows the last 4 digits of the card.

How to set or change the billing information

  1. Scroll to the box Billing Information.
  2. Click Edit. If nothing is saved yet, click Set Billing Info.
  3. Fill in the fields. See the table below.
  4. Click Save. A message says that the billing information was updated. Click Cancel to leave without saving.
Name What it means
Name The name of the company that receives the invoice. Required.
Kind Attn. The person at the company who receives the invoice.
Contact No. The phone number for billing questions. Digits only. Required.
Email The e-mail address that receives invoices. Required.
Registration Info The company registration number.
Tax Info (GSTIN) The tax number of the company.
Country, State, City, Pincode, Address The billing address. All five are required.

How to cancel the subscription

  1. During a trial with a linked card, click Cancel Subscription > on the Status card.
  2. In the box Confirm Cancellation, type your password.
  3. Click Confirm. Click Cancel to keep the subscription.

Warning: After you cancel, you have 7 days to subscribe again. After that the portal is not available.

Rules to know

  • The link View Invoices > shows on the Status card when the account is not in trial. The click does not open an invoice list at this time.
  • The link Cancel Subscription > shows only during a trial with a linked card.
  • Only users with Admin View open the page.

If something goes wrong

What you see What to do
Page not found The page is not available for your account. Ask your administrator.
Confirm in the cancel box is grey. Type your password first.
A message says that the billing information could not be updated. Read the message under it, fix the field and click Save again.