Add-ons Management

Add-ons Management

Add-ons allow you to extend your subscription plan with additional features, limits, or services beyond what's included in your base plan. This guide explains how to manage add-ons.

What are Add-ons?

Add-ons are optional features or services you can purchase in addition to your base subscription plan. They allow you to customize your EquiBillBook experience without upgrading to a higher plan tier.

Types of Add-ons

Common add-on types include:

• Feature Add-ons: Additional features or modules
• Limit Add-ons: Increase limits (users, items, branches)
• Storage Add-ons: Additional data storage
• Support Add-ons: Enhanced support options
• Integration Add-ons: Additional integrations
• Service Add-ons: Additional services

Accessing Add-ons

To view and manage add-ons:

1. Navigate to Subscription or Billing
2. Click on Add-ons or Manage Add-ons
3. View available add-ons
4. See your current add-ons

Viewing Available Add-ons

Browse add-ons you can purchase:

• Add-on Catalog: List of all available add-ons
• Add-on Details: Description, features, and pricing
• Compatibility: Which plans support each add-on
• Pricing: Monthly or annual pricing for add-ons

Viewing Current Add-ons

See add-ons you already have:

• Active Add-ons: Currently active add-ons
• Add-on Status: Active, pending, or expired
• Add-on Details: Features and limits provided
• Billing Information: Add-on pricing and billing cycle

Purchasing Add-ons

To purchase an add-on:

1. Browse available add-ons
2. Select the add-on you want
3. Review add-on details and pricing
4. Choose billing period (monthly/annual)
5. Click Purchase or Add to Plan
6. Complete payment
7. Add-on becomes active immediately or on next billing cycle

Removing Add-ons

To remove an add-on:

1. Go to your current add-ons
2. Find the add-on you want to remove
3. Click Remove or Cancel Add-on
4. Confirm removal
5. Add-on remains active until end of billing period
6. You'll stop being charged after current period

Add-on Billing

Understanding add-on billing:

• Separate Billing: Add-ons may be billed separately or together
• Billing Cycle: Monthly or annual billing
• Prorated Charges: Charges prorated if added mid-cycle
• Renewal: Add-ons renew with your plan or separately
• Invoice: Add-ons appear on invoices

Popular Add-ons

Common add-ons include:

• Additional Users: Add more users beyond plan limit
• Additional Branches: Add more branches/locations
• Additional Items: Increase item limit
• Advanced Reports: Access to advanced reporting
• API Access: API integration capabilities
• Priority Support: Enhanced customer support
• Additional Storage: More data storage space

Add-on Compatibility

Check add-on compatibility:

• Plan Requirements: Some add-ons require specific plans
• Feature Dependencies: Add-ons may depend on base features
• Compatibility Check: System checks before purchase
• Upgrade Requirements: May need to upgrade plan first

Managing Multiple Add-ons

If you have multiple add-ons:

• Add-on List: View all your add-ons in one place
• Individual Management: Manage each add-on separately
• Bulk Actions: Some actions may apply to multiple add-ons
• Total Cost: See total cost of all add-ons

Add-on Renewal

Managing add-on renewal:

• Auto-Renewal: Add-ons typically auto-renew
• Renewal Date: Know when add-ons renew
• Disable Renewal: Turn off auto-renewal if needed
• Manual Renewal: Renew manually if auto-renewal is off

Add-on History

View add-on history:

• Purchase History: See when add-ons were purchased
• Change History: Track add-on changes
• Billing History: Add-on billing records
• Usage History: How add-ons have been used

Best Practices

• Evaluate if add-ons are cost-effective vs. plan upgrade
• Review add-on usage regularly
• Remove add-ons you no longer need
• Understand add-on pricing and billing
• Check add-on compatibility before purchasing
• Monitor total cost of plan + add-ons
• Consider annual add-ons for better value
• Keep add-ons aligned with your needs

Next Steps

After managing add-ons:

• Monitor add-on usage and value
• Review add-on costs regularly
• Optimize add-ons based on needs
• Consider plan upgrade if add-ons become expensive