Plan Management

Plan Management

Managing your subscription plan allows you to upgrade, downgrade, renew, and optimize your EquiBillBook subscription. This guide covers all aspects of plan management.

Accessing Plan Management

To manage your subscription plan:

1. Navigate to Subscription or Billing from the menu
2. Click on My Plan or Plan Management
3. View your current plan details
4. Access plan management options

Viewing Current Plan

Your plan management page shows:

• Plan Name: Current subscription plan
• Plan Details: Features and limits included
• Usage Statistics: Current usage vs. limits
• Validity Period: Start and end dates
• Renewal Information: Next renewal date
• Billing Information: Payment details

Upgrading Your Plan

To upgrade to a higher plan:

1. Click Upgrade Plan or Change Plan
2. Browse available upgrade options
3. Compare features and pricing
4. Select the plan you want
5. Review upgrade details
6. Confirm the upgrade
7. Complete payment if required
8. New plan becomes active immediately or on next billing cycle

Downgrading Your Plan

To downgrade to a lower plan:

1. Check your current usage
2. Ensure you're within limits of lower plan
3. Click Downgrade Plan
4. Review what you'll lose
5. Confirm the downgrade
6. Downgrade takes effect on next billing cycle

Plan Renewal

Managing plan renewal:

• Auto-Renewal: Enable/disable automatic renewal
• Renewal Date: Know when your plan renews
• Renewal Reminders: Get notified before renewal
• Manual Renewal: Renew manually if auto-renewal is off
• Renewal Payment: Ensure payment method is updated

Changing Plan Duration

Switch between monthly and annual plans:

• Monthly to Annual: Switch to annual for better value
• Annual to Monthly: Switch to monthly if needed
• Prorated Billing: Understand prorated charges
• Effective Date: When changes take effect

Plan Cancellation

If you need to cancel your plan:

1. Go to plan management
2. Click Cancel Plan or Cancel Subscription
3. Review cancellation terms
4. Understand data retention policy
5. Confirm cancellation
6. Plan remains active until end of billing period

Reactivating Cancelled Plan

To reactivate a cancelled plan:

• Before Expiry: Reactivate before plan expires
• After Expiry: May need to purchase new plan
• Data Recovery: Check if data is still available
• Reactivation Process: Follow reactivation steps

Usage Monitoring

Monitor your plan usage:

• Dashboard: View usage on plan dashboard
• Usage Alerts: Get notified when approaching limits
• Usage Reports: View detailed usage reports
• Limit Tracking: Track usage against limits

Managing Plan Limits

When approaching limits:

• Monitor Usage: Regularly check usage
• Plan Ahead: Upgrade before hitting limits
• Optimize Usage: Remove unused items/users if needed
• Upgrade Promptly: Upgrade when needed

Plan History

View your plan history:

• Previous Plans: See plans you've had
• Change History: View plan change history
• Billing History: Related billing information
• Transaction History: Plan-related transactions

Add-ons Management

Manage add-ons to your plan:

• Available Add-ons: Browse add-on options
• Add Add-ons: Purchase additional features
• Remove Add-ons: Remove add-ons you no longer need
• Add-on Billing: Understand add-on pricing

Payment Methods

Manage payment for your plan:

• Update Payment Method: Change payment method
• Billing Information: Update billing details
• Payment History: View payment history
• Invoice Management: Access and download invoices

Best Practices

• Regularly review your plan and usage
• Monitor usage to avoid hitting limits
• Upgrade proactively before you need to
• Keep payment methods updated
• Enable auto-renewal for uninterrupted service
• Review plan features periodically
• Consider annual plans for cost savings
• Understand cancellation and refund policies

Troubleshooting

Common issues and solutions:

• Plan Not Upgrading: Check payment status
• Limits Not Updated: Refresh or contact support
• Payment Issues: Verify payment method
• Access Issues: Check plan status and validity

Next Steps

After managing your plan:

• Monitor usage regularly
• Review billing and payments
• Explore add-ons if needed
• Keep plan optimized for your needs