Subscription screens let a system administrator activate a trial, maintain payment and billing details, and request or undo account closure.
Open Subscription #
Browse to Admin System Preferences Subscription.
Notice: Only a system administrator can access subscription settings.
Activate a trial subscription #
- Open the subscription page.
- Select Subscribe.
- Complete Billing Contact.
- Complete Billing Address.
- Add Payment Info.
- Review the subscription and automatic renewal information.
- Confirm activation.
If the trial contains MindSalt sample data, the subscription screen can offer a preview and removal option. Review Use and remove sample data before confirming the cleanup.
Update payment and billing information #
Open subscription Billing.
- Review Payment method.
- Select the payment action shown for the account, such as Add a credit card, Replace card, or Switch to payment by credit card.
- Update Billing contact.
- Update Billing address.
- Select Save.
Credit cards are charged according to the schedule displayed on screen. Check or bank-transfer accounts receive invoices according to the displayed payment arrangement.
If the account is on billing hold, add a valid payment method or use the contact information displayed by MindSalt.
Close the account #
- Open Billing's action menu.
- Select Close account.
- Review the displayed closure date and consequences.
- Choose the requested reason.
- Confirm the change.
Warning: Account closure affects every user and can end access to time, expenses, reports, and receipts. Export required records and coordinate with your organization before confirming.
MindSalt shows the effective date before you confirm the change. Use the date shown instead of calculating it yourself.
Keep an account open #
When Billing shows Pending cancellation:
- Open Close Account.
- Review the scheduled date.
- Select Keep my account open.
- Confirm that the pending cancellation message clears.