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How to manage multiple subscriptions

In ApprovalMax, subscriptions automatically group Organisations that share the same billing settings, such as billing cycle, currency, billing details, and payment method.

This allows you to organise Organisations with similar billing parameters under the same subscription, while keeping others separate.

You can independently manage each Organisation’s:

  • Plans and sizes: select the specific feature plan (Standard, Advanced, or Premium) and size (Small, Medium, or Large) that best fit each Organisation's needs

  • Payment methods: use a credit card or direct debit arrangements for different Organisations

  • Billing cycles: mix and match timing, keeping some Organisations on a monthly cycle while moving others to annual billing

All your billing data is consolidated into a single view. When you go to the Subscriptions tab under Billing & Subscriptions, you will see a dedicated "subscription card" for each group of Organisations that share the same billing settings.

On each subscription card, you can:

  • Check status: view at a glance whether a subscription is currently Active or Cancelled

  • View billing details: billing address, contact name, or payment details

  • Review usage and invoices: access the Usage and Invoices tabs on the card to track volume or download past billing documents

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