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Getting started

  • Create your account
  • Add your first record
  • Send yourself a test reminder
  • Start from a trade's suggested records

Records and documents

  • Record types and fields
  • Attach a license, policy or certificate
  • Log a renewal
  • Records that never expire

Reminders

  • How reminder emails work
  • Change which days you're reminded
  • Change the notification email
  • Why a reminder wasn't sent

Import, export and calendar

  • Import a CSV or paste from a spreadsheet
  • Fix rows the import skipped
  • Export your ledger
  • Sync dates to Google, Outlook or Apple Calendar

Team and sharing

  • Invite teammates
  • Email a record's holder
  • Post reminders to Slack or Discord
  • Share a compliance page

Billing and account

  • What each plan includes
  • Switch or cancel a plan
  • Fix a failed payment
  • Turn on two-step verification
Docs/Billing and account

Switch or cancel a plan

How the workspace owner subscribes, switches between Solo and Business, cancels a plan or resumes it, all from the Billing page.

On this page
  • Who can do this
  • Subscribe from the free plan
  • Switch between Solo and Business
  • Cancel
  • Resume a cancelled plan
  • Plans you can't change here

Who can do this

Only the workspace owner can use Billing. If you're a member, ask the owner to make the change.

Subscribe from the free plan

  1. Open Billing and choose Upgrade plan.
  2. Pick Monthly or Yearly, then choose Subscribe under Solo or Business.
  3. Finish the payment in checkout.

The plan renews automatically every month or year until you cancel. Solo is for one person, so it isn't offered while the workspace has teammates or pending invites. What each plan includes compares them.

Switch between Solo and Business

Choose Change plan, then the switch button on the other plan. A switch keeps your monthly or yearly billing.

  • To Business: you're charged the difference for the rest of this billing period now. If that payment doesn't go through, your plan doesn't change.
  • To Solo: the unused part of your current plan is credited to your next payment. Remove the other members and cancel pending invites first.

Cancel

Choose Cancel plan. The dialog lists what the free plan won't do for your workspace. Confirm with Cancel plan, or choose Keep plan to back out.

You keep the plan until the end of the period you paid for, then move to the free plan. Unused time isn't refunded. Your records stay. If you have 3 or more, you keep them all but can't add new ones.

Resume a cancelled plan

A cancelled plan shows Cancels on with its end date. Choose Resume plan to keep it renewing. Switching plans keeps a scheduled cancellation unless you resume.

Plans you can't change here

  • A complimentary plan granted by support has no change or cancel in Billing. Email support@licenseledger.app.
  • A plan bought in the iOS or Android app is changed or cancelled in the App Store or Google Play.
  • A failed payment comes first. See fix a failed payment.

Didn't answer your question?

Write to us and a person answers.

support@licenseledger.app
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Docs home

Getting started

  • Create your account
  • Add your first record
  • Send yourself a test reminder
  • Start from a trade's suggested records

Records and documents

  • Record types and fields
  • Attach a license, policy or certificate
  • Log a renewal
  • Records that never expire

Reminders

  • How reminder emails work
  • Change which days you're reminded
  • Change the notification email
  • Why a reminder wasn't sent

Import, export and calendar

  • Import a CSV or paste from a spreadsheet
  • Fix rows the import skipped
  • Export your ledger
  • Sync dates to Google, Outlook or Apple Calendar

Team and sharing

  • Invite teammates
  • Email a record's holder
  • Post reminders to Slack or Discord
  • Share a compliance page

Billing and account

  • What each plan includes
  • Switch or cancel a plan
  • Fix a failed payment
  • Turn on two-step verification

On this page

  • Who can do this
  • Subscribe from the free plan
  • Switch between Solo and Business
  • Cancel
  • Resume a cancelled plan
  • Plans you can't change here
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