How to Update Subscriptions


To update subscriptions or account plans Navigate to Control Centre then Account Plans

Account plans are like a licence to use the system and have a financial implication. A separate invoice will be created for each location that an account plan is allocated to, allowing costs to be separated by branch, business unit or geography.

  • Select the cog in the Edit column of the appropriate location.
  • Update the quantity of the appropriate account plan. The system will end-date the subscription at the old quantity and create a new subscription at the new quantity, resulting in the relevant quantities being pro-rated over the billing period.
  • Enter a description in the Billing Name column. The description will appear on the invoice and could be used to enter a purchase order number or the name of the person authorising the change for example.
  • Save the changes