Subscription Details

Overview

Use Subscription Details to view and manage a single subscription.

This page gives you a full view of the subscription, including the business it belongs to, the application, dates, fees, status, available credit, license usage, and renewal settings. From here, you can also top up credits, edit the package, storage or license count, renew the subscription, manage auto-renewal, and cancel the subscription if needed.

Quick start

1. Review the subscription summary to confirm you are viewing the correct subscription.
2. Check dates, fees, status, and renewal details.
3. Use the available actions to manage the subscription:

• top up credits
• edit package
• edit storage
• edit licenses
• renew now
• manage auto-renewal
• cancel subscription

1. Read any warning or confirmation message before completing changes.

Main sections / fields / actions

Subscription summary

At the top of the page, you will usually see the key subscription details.

These may include:

• subscription number
• business name
• application name
• subscription or package name
• start date
• end date
• subscription fee
• tax
• total amount
• next renewal date
• auto-renewal status
• subscription status

Use this section to confirm the subscription details before making changes.

Available credit and top-up

If your subscription uses credits, this section shows:

• available credit
• credit expiry date

You can add more credit by selecting a top-up amount and continuing to payment.

You may also be able to open a usage history view to review previous credit activity.

License usage

This section shows which users are currently assigned to the subscription and what roles they have.

Review this area before reducing license numbers, as active usage may affect what changes are allowed.

Edit package

Use Edit Package to change the subscription plan.

This is useful if you want to move to a different package with different pricing or features.

Edit storage

Use Edit Storage to buy additional storage for the subscription.

Review the charges shown before saving any storage change.

Edit licenses

Use Edit Licenses to change the number of user seats on the subscription.

Before reducing licenses, check how many are currently in use.

Renew now

Use Renew Now if you want to renew the subscription immediately.

You will be shown the renewal totals before continuing to payment.

Auto-renewal

Use the auto-renewal option to turn automatic renewal on or off.

If auto-renewal is available for the subscription, you can change the setting and confirm your choice.

In some cases, auto-renewal may only be available if a valid payment method is already in place.

Cancel subscription

Use Cancel if you want to stop the subscription.

You will usually be asked to:

• read the cancellation warning
• enter your password
• confirm the cancellation

Only continue if you are sure you want to cancel the subscription.

Common tasks

Top up credits

1. Choose a top-up amount.
2. Click the payment option for the top-up.
3. Complete the payment process.
4. Return to the page and confirm that the credit balance has updated.

Change package, storage, or licenses

1. Choose the area you want to update:

• package
• storage
• licenses

1. Review the details and any charges shown.
2. Save the change when ready.

Renew the subscription

1. Click Renew Now.
2. Review the renewal charges.
3. Continue to payment.
4. Wait for confirmation before leaving the page.

Change auto-renewal

1. Open the auto-renewal option.
2. Choose whether you want it on or off.
3. Confirm the change.

Cancel the subscription

1. Click Cancel.
2. Read the warning message carefully.
3. Enter your password if requested.
4. Confirm the cancellation.

Tips before making changes

Check license usage first

If you plan to reduce licenses, review the users currently assigned to the subscription before making the change.

Review charges carefully

For package, storage, license, renewal, or top-up actions, always review the amounts shown before confirming.

Check auto-renewal status

Make sure the current auto-renewal setting matches what you want, especially before the next renewal date.

Be careful with cancellation

Cancellation can affect access to the subscription and related services, so read the confirmation message fully before continuing.

Troubleshooting

I cannot change the subscription

Check whether the page is showing a warning or error message.

Also confirm that you have permission to manage the subscription.

Top-up payment did not complete

Check whether the payment was successful and then refresh the page.

If the credit balance does not update, contact support with the subscription details and the time of the payment attempt.

I cannot reduce licenses

You may have more users assigned than the new number allows.

Review license usage and remove or reassign users first if needed.

Auto-renewal change did not save

Refresh the page and check the current auto-renewal setting again.

If it still has not changed, try again and read any message shown on screen.

Cancel subscription is not working

Make sure you entered the correct password and completed all required confirmation steps.

If the problem continues, note the error shown and contact support.

The user list is empty or looks wrong

Refresh the page and check again.

If users should be assigned but are not showing, contact support with the subscription number and business name.

FAQ

Q: What can I do from Subscription Details?

A: You can view the subscription, top up credits, edit the package, storage, or licenses, manage auto-renewal, renew the subscription, and cancel it.

Q: Can I add more credit to a subscription from this page?

A: Yes. If the subscription supports credits, you can choose a top-up amount and continue to payment.

Q: Can I change the number of user licenses?

A: Yes. Use Edit Licenses, but make sure you do not reduce below the number currently in use.

Q: Can I change the package or storage?

A: Yes. Separate options are available for package and storage changes.

Q: How do I renew the subscription?

A: Use Renew Now, review the renewal totals, and continue to payment.

Q: Can I turn auto-renewal on or off?

A: Yes, if that option is available for your subscription and payment setup.

Q: What should I do before cancelling a subscription?

A: Review the warning carefully, make sure you understand the effect of cancellation, and confirm only if you are sure.