Manage subscription
Customize your Cin7 Core subscription for the needs of your business. View your invoices and payments and break down your subscription, plan, and add-ons. Add and remove users, integrations, and other features, or cancel your subscription.
Prerequisites
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You must be the account owner to:
Update your subscription
Change your payment method
Cancel or reactivate your subscription
Subscription, invoice, and payment
Your Cin7 Core subscription determines the features available to your account and what they cost. Your subscription has three main parts:
Your plan includes a certain number of users, integrations, and other features for a fixed fee.
Your add-ons are extra features beyond what’s in your plan. Each add-on incurs a fee.
Your other costs and credits include discounts, referral credits, support packages, and so on.
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.
To view historical 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.
Subscription breakdown
To find out what your subscription includes and what it costs, review your subscription breakdown:
From the user menu, open My subscription.
Open the Subscription and onboarding details tab.
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 (90 days)
RMA (30 days)
POS (30 days)
Intelligent Document Recognition (30 days)
Automation (30 days)
ForesightAI / Inventoro (15 days)
To trial a module, open Integration 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 Integration.
Open the module.
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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.