HOW TO UPDATE SUBSCRIPTIONS
To update subscriptions or account plans Navigate to Control Centre then Account Plans
Account plans are like a licence to use the system and have a financial implication. A separate invoice will be created for each location that an account plan is allocated to, allowing costs to be separated by branch, business unit or geography.
Select the cog in the Edit column of the appropriate location.
Update the quantity of the appropriate account plan. The system will end-date the subscription at the old quantity and create a new subscription at the new quantity, resulting in the relevant quantities being pro-rated over the billing period.
Enter a description in the Billing Name column. The description will appear on the invoice and could be used to enter a purchase order number or the name of the person authorising the change for example.
Save the changes