Manage subscription
Your Cin7 Core subscription determines the features available to your account and what they cost. Your subscription has three main parts:
Plan
Includes a certain number of users, integrations, and other features for a fixed fee.-
Add-ons
Extra features beyond what’s in your plan. Each add-on incurs a fee.
Other costs and credits
Includes discounts, referral credits, and support packages.
You can manage your subscription within Cin7 Core, adding features, users, integrations to your plan. You can also remove users or cancel your Cin7 Core subscription.
Prerequisites
You must have the following permissions to manage your subscription:
- Subscription AND onboarding details to access to the My Subscription page.
Update subscription to Update subscription, Switch to annual plan, Renew subscription, and Buy onboarding package options.
Payment history to access the Payment history tab where you can view all payment records and download invoices.
Change billing address to update the billing address and card details for your Cin7 Core account.
Subscription overview
You can quickly find out what your current subscription includes and costs from within Cin7 Core.
From the user menu, open My subscription.
Open the Subscription and onboarding details tab.
Billing
The billing period of your subscription is either monthly or annual. Your invoice is sent to your account’s default billing contact before each period begins.
Your invoice must be paid before the beginning of the billing period. If you’re a monthly subscriber, payment occurs automatically 1 day prior. If you’re an annual subscriber, you must make payment manually.
View historical subscription payments
To view historical subscription payments and invoices:
From the user menu, open My subscription.
Open the Payment history tab. Each payment relates to an invoice. Click the invoice number to open it.
If your invoice remains unpaid at the start of the billing period, your account will become read-only until payment is received. After 6 weeks of non-payment, the account will be permanently canceled.
We email your account’s default billing contact at least 30 days before plan price changes.
You cannot consolidate invoices.
Tax exemption certificate
If you are in the USA, and you are a tax exempt organization, you can get your Cin7 Core subscription tax refunded.
From the user menu, open My subscription.
Open the Tax exemption tab.
Select the Type of tax exempt organization you are.
Select Choose Files to upload your tax exemption certificate.
Add the Start date and Expiration date (if applicable) for the period your tax exemption is valid for.
Choose the Jurisdiction (US State) where you have tax exemption.
Optionally, you can add a Permit number from the tax exemption certificate.
Select Submit.
Cin7 will review your tax exemption request and respond within the next 3-5 business days. If approved, you will receive a refund from your most recent subscription payment.
Zip code incorrect
If you are in the USA, Cin7 Core will use your zip code to calculate your tax when you purchase a subscription.
If you use an incorrect zip code, you will see an error message. If you are using the correct zip code, please submit a ticket.
Update subscription (change plan and add-ons)
As the needs of your business change, you may need to add or remove users, integrations, or other features, like servers and support packages.
You can update your subscription in two ways:
Add or remove users, integrations, or other features. When you add and remove features, either your plan or your add-ons will change.
Switch between monthly and annual subscriptions. Annual subscriptions are typically more cost effective.
Changes to your subscription take immediate effect. If the cost of your subscription increases, you will be invoiced for the additional cost pro-rated for the remainder of the current period. Payment is due before the next period. If the cost of your subscription decreases, you will not be refunded for the current period.
Before adding add-ons to your subscription, find out what type of add-on you need. Once you’ve added the add-on, then you can install and access the integration, module, or portal.
To update your subscription:
From the user menu, open My subscription.
Click Update subscription.
On the Subscription plan tab, select your plan or add and remove add-ons.
Click Payment.
Follow the on-screen instructions.
If you’re a monthly subscriber, you will be emailed a new recurring payment agreement after updating your subscription. You must sign the agreement to set up recurring payments, help prevent fraud, and maintain access to Cin7 Core at the end of the period.
For help configuring your subscription, talk to Cin7 Core Support.
Trial add-ons
You may trial these native Cin7 Core modules for free for a limited time:
Production (30 days)
API (30 days)
B2B (30 days)
RMA (30 days)
POS (30 days)
Intelligent Document Recognition (30 days)
Automation (30 days)
ForesightAI / Inventoro (15 days)
To trial a module, open Integrations from the navigation and open the module. When asked to begin your trial, accept.
You can add a module to your subscription during your trial or once it ends:
From the navigation, open Integrations.
Open the module.
-
Either:
If your trial is active, click Renew Subscriptions and then Renew. Then click Yes to confirm.
If your trial has ended, click Update Subscriptions and then Update. Then click Yes to confirm.
Change payment method
Monthly subscribers must have a credit card or debit card on file to pay their Cin7 Core invoice. Annual subscribers can set up direct debits.
To change your payment method:
From the user menu, open My subscription.
Open the Subscription and onboarding details tab.
Click Change payment method.
Complete the form.
Click Confirm.
If you’re a monthly subscriber, you will be emailed a new recurring payment agreement after changing your payment method. You must sign the agreement to set up recurring payments, help prevent fraud, and maintain access to Cin7 Core.
Cancel subscription
To request cancellation of your Cin7 Core subscription:
From the user menu, open My subscription.
Open the Subscription and onboarding details tab.
Click Request cancellation and follow the on-screen instructions.
Once we receive your request, we will contact you for confirmation.
If you’re a monthly subscriber and request cancellation within 10 days of your last renewal, your subscription will be canceled at the end of the current period. Otherwise, your subscription will be canceled at the end of the next period. You will be invoiced for that period. You will be invoiced your daily access fees until your subscription ends.
You retain full access to your Cin7 Core account until the end of your last billing period. You will not be issued a refund for the remainder of the current period. Once your subscription ends, your account will be closed. You can access your account for 6 weeks in read-only mode to view and download data. If you belong to another account, you can log in to that account.