Subscription Plans

Subscription Plans

Subscription plans in EquiBillBook define the features, limits, and pricing for your account. This guide explains how subscription plans work and how to understand your current plan.

What are Subscription Plans?

Subscription plans determine what features you can access, how many users/branches/items you can have, and the pricing for your EquiBillBook account. Plans are typically based on your business size and needs.

Understanding Plan Types

Common plan types include:

• Trial Plans: Free trial periods to test the software
• Basic Plans: Entry-level plans for small businesses
• Standard Plans: Mid-tier plans with more features
• Premium Plans: Advanced plans with full features
• Enterprise Plans: Custom plans for large businesses

Plan Components

Subscription plans typically include:

• User Limits: Maximum number of users
• Branch Limits: Maximum number of branches/locations
• Item Limits: Maximum number of items
• Transaction Limits: Limits on orders, bills, etc.
• Feature Access: Which modules and features are available
• Storage Limits: Data storage capacity
• Support Level: Type of customer support included

Viewing Your Current Plan

To view your subscription plan:

1. Navigate to Subscription or Billing from the menu
2. Click on My Plan or Current Plan
3. View plan details, limits, and features
4. Check plan expiry date and renewal information

Plan Details

Your plan information shows:

• Plan Name: Name of your current plan
• Plan Type: Type of subscription plan
• Pricing: Monthly or annual pricing
• Features: List of included features
• Limits: Current usage and limits
• Validity: Plan start and end dates
• Status: Active, expired, or pending status

Plan Limits

Understanding your plan limits:

• User Limit: Maximum users you can create
• Branch Limit: Maximum branches you can add
• Item Limit: Maximum items in inventory
• Order Limit: Maximum sales orders (if applicable)
• Bill Limit: Maximum purchase bills (if applicable)
• Tax Setting Limit: Maximum tax settings
• Domain Limit: Maximum domains (if applicable)

Checking Usage

Monitor your plan usage:

• Current Usage: See how much of each limit you've used
• Usage Percentage: Visual indicators of usage
• Remaining Capacity: How much more you can use
• Alerts: Notifications when approaching limits

Plan Features

Features included in your plan:

• Module Access: Which modules are available
• Advanced Features: Premium features included
• Integrations: Available integrations
• Support: Support channels and response times
• Backup: Backup and data retention options

Plan Validity Period

Understanding plan duration:

• Start Date: When your plan started
• End Date: When your plan expires
• Renewal Date: When plan will renew
• Auto-Renewal: Whether plan renews automatically
• Trial Period: If you're on a trial plan

Upgrading Your Plan

To upgrade to a higher plan:

1. Go to Subscription or Billing
2. Click Upgrade Plan or Change Plan
3. Browse available plans
4. Select the plan you want
5. Review pricing and features
6. Complete the upgrade process

Downgrading Your Plan

To downgrade to a lower plan:

• Check Limits: Ensure you're within limits of lower plan
• Data Impact: Understand impact on your data
• Feature Loss: Know which features you'll lose
• Downgrade Process: Follow downgrade steps

Plan Comparison

Compare different plans:

• Feature Comparison: See features in each plan
• Price Comparison: Compare pricing
• Limit Comparison: Compare limits across plans
• Value Analysis: Determine best plan for your needs

Best Practices

• Regularly review your plan usage
• Monitor when you're approaching limits
• Understand what's included in your plan
• Plan ahead for business growth
• Consider annual plans for better value
• Keep track of plan expiry dates
• Review plan features regularly

Next Steps

After understanding your plan:

• Monitor your usage regularly
• Upgrade if you need more features or limits
• Manage your plan effectively
• Review billing and payment methods
• Explore add-ons if needed