How to downgrade/cancel a subscription

How to downgrade/cancel a subscription

Overview
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
This is how you downgrade a subscription:
  1. Open Billing & Subscriptions:


  2. Go to the Subscriptions tab and from the three-dot menu to the right of the subscription, select "Request a downgrade":


  1. Select "Change plan" and click on NEXT:
  2. Select from the What is the Reason drop-down list why you want to downgrade your subscription (required field):
  3. Select an entry from the Specify the Details drop-down list (as required):
  4. 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
  1. If you want to reduce the number of Organisations under your subscription, select that option 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):

Confirm your request by clicking on SEND:
Cancel a subscription
This is how you cancel your subscription:
  1. Select "Cancel subscription" in the Request a Downgrade pop-up and click on NEXT:


NotesPlease 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:

NotesPlease note: The cancellation of subscriptions purchased from the Xero App Store differs and needs to be done on the Xero side. 
Cancel an account
This is how you cancel your account:
  1. Select "Cancel account" in the Request a Downgrade pop-up and click on NEXT:


NotesPlease 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:
 


 









    • Related Articles

    • How to downgrade/cancel an add-on

      Overview How to Downgrade an Add-On How to Cancel an Add-On Overview When we talk about downgrading an add-on, we refer to modifying an add-on package to a lower allowance. On the same screen, the Account Owner can also cancel a purchased add-on. How ...

    • How can I transfer my subscription?

      Account Owners can initiate a subscription transfer to any user (irrespective of that user holding an account or not). A subscription transfer also transfers all Organisations under that subscription. Please note: a transfer cannot be done from a ...

    • How to cancel my account

      Maybe your accounting system has been changed, or you've created an account without intending to. If this is the case, you can easily cancel your account. Here's how it's done: Click on your Avatar and open Billing & Subscriptions: Navigate to the ...

    • How can I start a paid subscription?

      If you are using a free ApprovalMax trial and want to continue working with your ApprovalMax Organisation, you need to start a paid subscription. This is how you start a paid subscription: To start a paid subscription, please click on "MANAGE" in the ...

    • How is ApprovalMax licensed?

      ApprovalMax is licensed per Organisation for any number of users, requests, and workflows. If you want to use ApprovalMax in connection with your accounting software, please note that each ApprovalMax Organisation corresponds to one particular ...