On the Subscription and Billing page you control your TrulySmall Accounting subscription payment plan.
If you manage multiple businesses in TrulySmall Accounting, click the dropdown menu in the upper right to select the business you want to manage.
Related article: Add a New Business
To subscribe initially, you will see all of the subscription options. The subscription options always show the full list price before any discounts and taxes are applied. Click on one of the plan options to select it, then click on the Buy Subscription Plan button. A popup will launch and walk you through completing the billing setup.
If you have a coupon code, click the Apply coupon link and add the code. Click on the Proceed to Checkout button and step through the setup filling in your contact name, address, and credit card details that match what your credit card issuer expects; then click on the Pay & Subscribe button to process your subscription.
Once subscribed, you can change your subscription plan, manage your credit cards and billing details, or view your invoices at any time.
Change Subscription Plan
Selecting the Change Plan option shows you all the available billing plans, displaying the full list price. Select your preferred plan, then click on the Change Subscription Plan button. This will launch billing windows similar to those shown above.
You can view and edit your Account Information, Billing Address, and Payment Methods, or view your Billing History by selecting the respective option from the Manage Billing link.
View Subscription Details
Click on the > symbol for the Subscription Plan to display your Subscription Details. From here you can view your cost breakdown, or view and modify your payment method. Click the X to close the window when you are finished.
Manage Credit Cards
Click on the Payment Methods option and follow the steps. You can change your credit card, and set up more than one credit card in case your primary card expires or otherwise cannot be used for your TrulySmall Accounting subscription.
If you choose to skip the step to set the new payment method as a Primary or Backup account, the new payment method will appear unassigned. Click on the > symbol to make or change an assignment or remove the payment method. Click the X to close the window when you are finished.
Edit Billing Address
Click on the Billing Address option and then click on the > symbol to edit the details. Click on the Update button to save the changes, then click the X to close the window when you are finished.
View Billing History
Click on the Billing History option to view a list of subscription payments for your TrulySmall Accounting account.
If have chosen to subscribe before your trial period ends, you will not be billed until it is over. This page will not show any invoices until you have actually been billed.
To download an invoice, click on the Download link then save it to your desired location.
Click on the Account Information link to see who will receive the invoices. Initially this is the person setup for your TrulySmall Accounting account as your Admin and Billing user. Click on the > symbol to change the subscription billing recipient, complete the changes, then click on the Update button.
Related article: Manage Users
Cancel Your Subscription
At the bottom of the page, you can cancel your subscription by clicking on the Cancel Subscription button. A popup will appear.
The window title and the text above the text box will tell you which business you are about to cancel. Once you confirm this is the right business, type "cancel" in the text box, then click on the Cancel Subscription button below. You will no longer be billed.
Important: Cancelling will remove your business from TrulySmall Accounting. You will no longer be able to access its data.
To exit the Settings section at any time, click the X in the upper right.