Your Subscription page: plan, usage, changes and invoices

The Subscription page is where your workspace's plan is managed. It shows what you pay and how much of the plan you use, and lets you change plan, add users or modules, pay what is due and download your invoices. It stays open even when the workspace is read-only or suspended, because paying here is what restores full access.

Who can open it

• The workspace owner and users whose group has the Billing Admin (subscription, invoices and payments) permission. When a workspace is created, only the owner's group has this permission. To give it to another group, see Groups and permissions.

• Anyone else sees Only the workspace owner or a billing administrator can manage the subscription, with no prices and no invoices.

• The owner is the first administrator of the workspace, the one who signed it up. To change the owner, contact Rocket ERP support.

Open the page

1. Open Administration › System › Subscription.

You can also reach it from the billing banner at the top of the screen, with Manage subscription.

What the page shows

• Current plan: the plan, its state (for example Trial or Active), the Billing period, the Price with its VAT note, and the date the trial or the current period ends. Pay now appears when something is due.

• Billing portal: a shortcut to the billing portal, which covers every workspace of your company.

• Amount due: unpaid invoices with their due date. When nothing is due, Pay for the next period lets you pay in advance.

• Usage: users, branches, warehouses and employees against the plan's limits, for example "12 of 20", or Unlimited. Users bought as add-ons are included.

Change plan

1. In Change plan, pick monthly or annual at the top of the section, then select Choose this plan on the plan you want.

2. Read the Confirm the plan change dialog: it says what will happen and the Amount due now.

3. Select Continue to payment for an upgrade, or Confirm change for any other change.

What happens next depends on the change:

• Upgrade (a dearer plan, or monthly to annual): you pay only for the rest of the current period, at the new price less a credit for the unused part of the old plan. Monthly to annual starts a new annual period today. The new plan starts as soon as the payment is confirmed.

• Downgrade, or annual to monthly: nothing is charged now, and the change takes effect at the end of the current period. Until then the plan card shows the scheduled change, and Cancel this change keeps your current plan.

• A downgrade is refused while the workspace uses more than the new plan allows. The dialog shows This change is not possible yet and lists each limit, for example the number of users. Deactivate what you no longer need, then try again.

• During a trial, any change applies at once and is free; the trial continues on the new plan.

Add-ons

1. Under Available add-ons, select Add next to the add-on you want, such as more users or a module.

2. Enter the Quantity and select Continue to payment. You pay for the rest of the current period, and the add-on starts as soon as the payment is confirmed. During a trial it is added at once, free.

3. To stop an add-on, select Remove under Your add-ons. It stays active until the end of the period and is not renewed.

Cancel and resume

1. In Cancel subscription, select Cancel subscription, add a Reason (optional) and confirm.

2. Everyone keeps full access until the end of the current period. After that the subscription ends, and your data is kept.

3. If you change your mind before that date, select Resume subscription.

Invoices

Invoices lists every invoice with its number, type, date, total and status. Select View to see its lines, VAT and payments. An issued or paid invoice can be downloaded as a PDF in English or Arabic. An invoice shown as Due is an amount still to pay: it gets its tax-invoice number when it is paid, and until then you can download a pro forma for it.

Common questions

I can't see Subscription in the menu. Your group does not have the Billing Admin permission. Ask the workspace owner.

In which currency are my prices? Always your billing account's currency, chosen when the workspace was signed up. To change it, contact Rocket ERP support.