Before you start
Prerequisites and permissions
Have ready
- An active Owner account for the business.
Access rules
- Only the Company Owner can open Subscription & plan. Staff, Field Workers and Customer Portal users cannot access the page.
Where to find it
Navigation map
- Subscription & plan
- Business settings → Subscription & plan
Walkthrough
Step by step
- 01
Review the current subscription
The page shows the plan and version, subscription status, recurring amount and interval, included user and additional-seat charges, tax treatment, current billing period, trial end, grace end, and recent lifecycle evidence when available.
- 02
Choose a plan when no subscription is active
Available published monthly or yearly plans appear when the business has no subscription and its billing state permits selection. Checkout availability depends on the confirmed billing customer and verified published price; an unavailable state does not request payment.
- 03
Review the trial or signup promotion
When an eligible 15-day trial was reserved during signup, it starts automatically when the Owner account activation completes; no card is required. A discount promotion replaces that trial and is applied at Checkout after activation. Access and free-period promotions are applied after account creation.
- 04
Review seats and SMS credits
Seat reconciliation reflects active internal users against the subscription quantity. Available SMS credit packs can be purchased here; credits are added only after Stripe confirms payment. The balance separates remaining, used, reserved and total credits. Purchased SMS credit doesn't expire while your account is open. It isn't refundable, except where the law requires. Any included plan allocation follows its plan period.
- 05
Request cancellation or manage billing
Use the cancellation panel to submit a reason-coded request. A request does not cancel the subscription until cancellation is confirmed. When shown, the billing portal opens the Stripe billing portal; customer invoice collection remains separate under Settings → Payments.
Troubleshooting
If something does not look right
Plan selection or checkout is unavailable.
No payment has been requested. Check the page's availability message; selection requires a confirmed billing customer and verified published plan price.
No trial panel appears.
A trial panel appears only when signup reserved a trial for this business. Review the available plan and promotion details before continuing; a discount promotion replaces the trial.
A cancellation request is pending.
The request records your intent only. Wait for the displayed review and billing confirmation; do not treat it as a completed cancellation.
Customer invoice payments are unavailable.
Open Settings → Payments. That separate business payment setup does not control your Nenvik subscription.
Keep going