When we talk about downgrading a subscription, we refer to modifying the subscription plan to a lower tier or decreasing the permitted number of Organisations within a specific subscription by the Account Owner.
On the same screen, the Account Owner can also cancel a subscription or the entire account.
Downgrade a subscription
Downgrade a subscription
This is how you downgrade a subscription
Open Billing & Subscriptions:
Go to the Subscriptions tab and from the Three-dot menu to the right of the subscription, select "Request a downgrade":
Select "Change plan" and click on NEXT:
Select from the "What is the reason" drop-down list why you want to downgrade your subscription (required field):
Select an entry from the "Specify the details" drop-down list (as required):
Add a comment (optional), then click on SEND:
If you want to switch to a monthly from an annual subscription, add a comment or contact Support.
Reduce the number of Organisations
Reduce the number of Organisations
Open Billing & Subscriptions:
Go to the Subscriptions tab and from the Three-dot menu to the right of the subscription, select "Request a downgrade":
Select reduce the number of Organisations under your subscription and click on NEXT:
Select the Organisation(s) you want to remove:
Select the reason for your decision from the drop-down list:
Select an entry from the "Specify the details" drop-down list (as required):
Add a comment (optional) and confirm your request by clicking on SEND:
Cancel a subscription
Cancel a subscription
This is how you cancel your subscription
Open Billing & Subscriptions.
Go to the Subscriptions tab and from the Three-dot menu to the right of the subscription, select "Request a downgrade":
In the Request a Downgrade pop-up, select "Cancel subscription" and click on NEXT:
Please note: If you cancel your subscription, all Organisations under that subscription will automatically be retired and become available in read-only mode. You'll find the details here: ApprovalMax Terms and Conditions - Retention of your Content.
Select the reason for cancelling your subscription from the drop-down list:
Select an entry from the Specify the Details drop-down list (as required):
Add a comment (optional) and confirm your request by clicking on SEND:
Please note: The cancellation of subscriptions purchased from the Xero App Store differs and needs to be done on the Xero side.
Cancel an account
Cancel an account
This is how you cancel your account
Open Billing & Subscriptions.
Go to the Subscriptions tab and from the Three-dot menu to the right of the subscription, select "Request a downgrade".
In the Request a Downgrade pop-up, select "Cancel account" and click on NEXT:
Please note: If you cancel your account, all Organisations under the cancelled account will be deleted automatically and you will lose all access to their history.
Select the reason for your decision from the drop-down list:
Select an entry from the Specify the Details drop-down list (as required):
Add a comment (optional) and confirm your request by clicking on SEND:
