Update Subscriptions
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To view and update subscription-related details, billing admins can click on the Subscriptions tile or Menu → Subscriptions from the dashboard.
The billing admin can now view a list of all active and past subscriptions, including trial, paid, and cancelled subscriptions.
Every subscription has a unique subscription ID and important dates, such as the expiration date for trial subscriptions, the upcoming payment date for paid subscriptions, and the date of cancellation for cancelled subscriptions.
This page allows billing admins to view detailed information about a subscription and make changes to it.
This section explains how billing admins can upgrade or modify their subscriptions.
Upgrading the subscription plan enables more user licenses to be added to the account at an efficient price per user.
Customers with active trial subscriptions can seamlessly upgrade to a full subscription directly from the customer portal.
When you click open the Subscriptions page, a list of all subscriptions will be displayed as discussed in the above section. Subscriptions that are currently in the trial phase will be labelled as Trial.
Select a Trial Subscription to Activate
The billing admin can select the required trial subscription to activate. The Subscription Details page opens, displaying information such as the subscription's next billing date, current shipping address, and plan details.
Click 'Upgrade'
In the Plan Details section, click on Upgrade.
Pre-Upgrade Validation
Before proceeding to the 'Upgrade' page, the system will check for the following required details:
Billing Address
Shipping Address
Card Information
Auto-Collection
If any of these are missing, a page will appear prompting the billing admin to provide the required information, along with relevant links.
Once all required information is provided, the billing admin will be redirected to the 'Upgrade' page.
Upgrade your Subscription
On this page, the customer can:
Change the Plan
Change the Billing Frequency (Monthly or Yearly)
Choose the Number of Users
Complete the Upgrade
Click on Preview Changes to preview the changes made. Complete the process by clicking on Upgrade to activate the subscription.
The subscription is activated.
Customers have full control to modify their subscriptions directly from the customer portal — including upgrades, downgrades, changing billing frequency, and adjusting user counts.
Select a Paid Subscription to modify
The billing admin can select the required paid subscription to modify. The Subscription Details page opens, displaying information such as the subscription's next billing date, invoices, downloads, current shipping address, and plan details.
Click 'Modify'
For paid subscriptions, there will be a Modify button next to the plan details. Click on it to modify the subscription plan.
Pre-Modification Validation
Before proceeding to modify the plan, the system will ensure that the following details are available:
Billing Address
Shipping Address
Card Information
Auto-Collection
If any of these details are missing, a prompt will appear, directing the billing admin to enter the missing information before proceeding.
Once all required information is provided, the billing admin will be redirected to the 'Modify Subscription' page.
Modify Your Subscription
On this page, the customer can:
Change the Plan
Change the Billing Frequency (Monthly or Yearly)
Increase or Decrease the Number of Users (Upgrade or Downgrade)
Preview and Save Changes
Once the changes are done, the billing admin can click on Preview Changes to preview the changes and apply the modifications instantly by clicking Modify.
Customers can access detailed information about all credit notes associated with a specific subscription via the subscription details page.
On the Subscription Details page, all credit notes linked to the selected subscription will be listed, including their status and associated amounts.
Refund Due: Credits are available and have not been fully used. This status also applies when credits have been partially used.
Refunded: All available credits have been used. The status automatically updates from Refund Due to Refunded.
Voided: The credit note has been cancelled and is no longer valid for use.
Adjusted: The credit note has been applied towards an invoice, reducing the invoice amount accordingly.
Click on Update Shipping Info on the Subscription Details page to update the shipping information.
The shipping address can differ from the billing address, but the domain in the shipping email must match the billing email. Click Update to save changes.
In the ‘Downloads/Licenses’ section, the billing admin can generate and download the latest builds by clicking Generate Build. After the build is generated, they can click Download.
The latest three versions will be available for admins to download at any time. For certified visuals, the license key can be copied from this section.
Billing admins can also regenerate a build for applicable versions directly from the Subscription Details page.
If a build has already been generated for a subscription/version, a 'Regenerate Build' button will appear next to it. Clicking this button will regenerate the build.
Regenerating the build is useful when you want to make sure that any configuration changes or the latest settings are applied.
Billing admins can cancel any of the existing subscriptions by clicking Cancel Subscription.
Customers can easily reactivate their cancelled subscriptions directly through the customer portal.
The Subscriptions page lists all subscriptions, including cancelled subscriptions.
Select a Cancelled Subscription
Click on the subscription that is currently cancelled to open the Subscription Details page.
Click 'Reactivate'
Click Reactivate on the Subscription Details page.
Checks before Reactivation
Before proceeding to the reactivation page, the system will validate if:
Billing Address is configured
Shipping Address is configured
Card Information is available
Auto-Collection is enabled
If any of these are missing or not set correctly, the customer will be redirected to a configuration page to update the necessary information.
Complete Reactivation
Once all checks are completed, the customer is directed to the reactivation page, where they can confirm and complete the process of restoring the subscription by clicking on Reactivate.
Customers can view and understand any scheduled changes to their subscriptions directly from the Subscription Details page.
When customers click on any of their active subscriptions, if a scheduled change exists for that subscription, the 'Scheduled Changes' section will appear and a summary will be displayed.
Click on Details to view full details.
Click on the subscription of interest, and this opens the , which is explained below.
When you click on any of the subscriptions from the list, the corresponding subscription details page opens as shown below, where they can view the plan details, , upcoming payment date and amount, invoices, , and .
Refer to the section below to know how to to a fully paid active subscription or to . To reactivate a previously cancelled subscription, refer to .
