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Managing Payments and Subscriptions

The Payments and Subscriptions settings allow administrators to manage licenses, payment schedules, and billing history. This ensures your CRM remains active without interruption and that financial records are always accessible.

• Subscription and License Management
• Payment History and Invoices
• Access and Permissions
• Why It Matters

Path: Settings → Domain Settings

Here you can view and manage information about your current license:

• License status and validity – check when your license will expire.
• Upgrades – upgrade from Trial to Standard or Professional, or from Standard to Professional.
• Extensions – extend the duration of an existing license (not available for trial licenses).
• Payment frequency – choose between monthly, quarterly, or yearly billing cycles.

Best practice: Renew or upgrade your license before expiry to ensure uninterrupted system availability.

Path: Settings → Payments

This section provides a full overview of past payments, including:

• Amount paid
• Date of the transaction
• Status (successful, pending, failed)
• Payment requisites
• Organization details associated with the payment

You can also download invoices for accounting or audit purposes.

Access to both Domain Settings and the Payments tabs can be restricted by role permissions. This ensures only authorized administrators or finance managers can view or update sensitive subscription and billing data.

Managing payments and subscriptions within the CRM ensures:

• Continuity – no service interruptions due to expired licenses.
• Flexibility – align payment frequency with your organization’s budget cycle.
• Transparency – maintain a clear history of all financial transactions.

With proper subscription management, your organization can focus on business operations while ensuring compliance and financial control.