How to Manage Your Subscription and Plan

Use the Subscription page to add or remove units, change plans, switch between monthly and yearly billing, update your card and view invoices.

Before you start

• The account owner can always change the subscription. Team members need Subscription access in their role. View Only lets them look. Changing anything needs View + Create/Edit or Full Control.
• If you are moving from the free plan (Property Lite) to a paid plan, have a card ready.

1. Open Subscription Settings

In the sidebar, go to Settings and click the Subscription card. Any Upgrade Subscription or Proceed button on an upgrade message also brings you here.

The page is called Subscription Settings and has these cards:

• Current Subscription: your plan, status, price, units paid for and units used.
• Storage Usage: how much storage you have used.
• Billing History: past charges and invoices.
• Notification Settings: billing email preferences.
• Payment Method: your card, billing cycle and next payment. This card doesn't appear on Property Lite.
• Plan Suggestions: every plan, with buttons to change.

Next to your plan name, a badge shows its status: Active, Trial, Past Due, Restricted or Canceled.

How units and billing work

• Plan Units is what you pay for. Active Units is what you are using now.
• Paid plans include 25 units. Any number from 1 to 25 is billed as 25. Extra units are bought in packs of 10, so above 25 your total is rounded up to the next pack (for example, 28 becomes 35). Property Lite is free for up to 3 units.
• Prices shown on the page are estimates. Your invoice shows the final amount.
• Each plan has a maximum number of units:

Paid plans include 25 units. Extra units cost $10 for each pack of 10, up to 655 units. Above 655 units, each pack of 10 costs $15 ($1.50 a unit). Yearly billing saves 20%.

Upgrades take effect right away, with prorated billing. This includes more units, a higher plan, or moving from monthly to yearly. Downgrades take effect at your next billing cycle. This includes fewer units, a lower plan, or moving from yearly to monthly.

Once a downgrade is scheduled, you can't change your plan or units again until it takes effect. A blue banner at the top of the page shows the pending downgrade.

2. Add or remove units on your current plan

On the Current Subscription card, under Need more units?:

1. Use the minus and plus buttons or type a number. The buttons move in steps of 5, but units are bought in packs of 10, so your total is rounded up to the next pack of 10.
2. Check the new price and the change.
3. Click Upgrade or Downgrade.
4. Review Current Price, New Price and Price Change in the confirm box.
5. Click Confirm Upgrade or Schedule Downgrade.

If you ask for more units than your plan allows, a message tells you which plans you can move to. Follow step 3 instead.

3. Change to a different plan

On the Plan Suggestions card:

1. Set Number of Units.
2. Choose Monthly or Yearly.
3. Click the button on the plan you want: Upgrade, Downgrade, Switch to Yearly or Switch to Monthly.

Current Plan marks the plan you have now. Not Available means that plan can't hold the number of units you entered.

If you are on Property Lite: a Complete Your Subscription window opens. Enter your card details and pay. You will see Subscription created successfully! and the page refreshes with your new plan.

If you are already on a paid plan: a confirm box opens. Click Confirm Upgrade or Schedule Downgrade. Your card on file is used.

To compare every feature, click View All Plans at the bottom of the card.

4. Switch between monthly and yearly billing

On the Payment Method card, next to Billing Cycle, click Switch to yearly or Switch to monthly, then confirm. A switch to yearly starts right away. A switch to monthly starts at your next billing cycle.

5. Update your card

1. On the Payment Method card, click Update Payment Method.
2. Fill in Card Number, Expiration date, CVC, Cardholder name and Billing zip code. Visa, Mastercard, Amex and Discover are accepted.
3. Click ADD NEW CARD.

You will see Payment method updated successfully. The new card replaces your old one for all future billing.

6. Find an invoice

The Billing History card lists your recent charges. Click View Invoice to open one in a new tab. Click All Billing History to see everything. On Property Lite, "No billing history available." is normal.

7. Choose your billing emails

On the Notification Settings card, turn each switch on or off:

• Payment Reminders: before your billing date
• Usage Alerts: when you are close to your plan limits
• Subscription Updates: new features and updates

If a payment fails

• A banner appears at the top of Subscription Settings. Update your card (step 5).
• You may see a Subscription Restricted message when you try certain actions. Click Update Payment Method.
• If your paid plan was canceled after a failed payment, you will see a Reactivate your subscription screen. Your data is safe. Choose your units and billing period, then click Purchase on a plan.

Features that depend on your plan

• User, User Roles and Portfolios in Settings are available on Property Standard, Pro and Max. On Property Lite they show a lock and an Upgrade Needed message.
• If you open a page your plan doesn't include, you will see Module Not Found with Go Back to Dashboard and Upgrade Subscription buttons.

Good to know

• Button says "No Changes"? The number matches what you already pay for. Remember that 1 to 25 units counts as 25.
• "Access Denied" asking for "Subscription Updation" access? Ask the account owner to give your role View + Create/Edit or Full Control on Subscription.
• "Failed to switch billing cycle" or "Unable to Upgrade"? Check for a blue downgrade banner at the top of the page. Changes are paused until the downgrade takes effect. You may also need to update your card.
• Card error in the payment form? Check the card number, expiry date, CVC and zip code, or try another card.
• Managing more than 3,000 units? Contact us and we will set you up.
• Want to cancel your plan? Contact our support team.

Need help?

Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.