---
title: Subscription
summary: See your plan, active projects, active users and billing details, and change the plan, the payment card or the billing information.
order: 3
route: /subscription
who: 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. |

## Related pages

- [Company setup](index.md)
- [Company details](company-details.md)