An accepted, active organisation administrator manages this page. Holding Owner in a product is not sufficient by itself. Subscription management is available only where it is enabled; standalone installations do not offer hosted billing. This guide describes the controls, not an instruction to purchase a plan.
Open the correct organisation
From your Accounts home, choose Subscriptions and billing for the intended organisation. Confirm its name before opening a product's card. If the link is absent, check with your organisation administrator or SmartFACT contact. Do not use another organisation's subscription to explain this site's access.
Read the plan name, state, UTC period and allowance details. Included, Not included and Unlimited have different meanings. Time-limited allowances are included in the displayed result. Employee product access remains separately granted through Manage access.
Understand the usage shown
Reported usage contains events received for the displayed period. Delivery can follow the activity, so this total can lag behind a product's current admission check. A blank usage list does not prove that no work occurred. Investigate reporting with the product's retained original activity and event references rather than repeating the business action.
When new work is paused but authorised open work may finish, read the displayed finish and export deadline in UTC. A plan state does not automatically settle a held shipment, printing uncertainty or manufacturing decision. Follow that product's procedure and current limits.
Disabling product access does not cancel a subscription or delete its records. Likewise, assigning an employee a role does not change the plan. Check these conditions separately when resolving an access problem.
Review an offered evaluation or paid plan
An evaluation is offered only when the organisation/product is eligible. Expand its allowances before choosing Start …-day evaluation. The displayed evaluation does not require a card or automatically create a payment; it is available once per organisation and product. Read the actual duration rather than assuming every product has the same period.
Where paid checkout is enabled and offered, expand the plan's allowances, then choose Review … on Stripe. Review the actual price and payment terms there before any commitment. Returning to Accounts is not proof that the subscription has activated. Wait for confirmation to appear on the product's subscription card.
If checkout or billing cannot be confirmed, inspect the current subscription before making another attempt. Preserve the organisation, product, plan, time and shown message for support. Never send payment details, private billing links or credentials in public documentation feedback.
Existing payments and cancellation
Where Payments and invoices is available, Open billing portal opens the organisation's hosted payment-management route. The page offers management of payment methods, invoices and cancellation. Check the organisation and provider's current terms before confirming any change.
Back in Accounts, inspect the resulting subscription state and any scheduled period-end cancellation. Coordinate with the product's users before a finish/export window expires. Take necessary product records through its own export procedure, then verify the private file completed. Subscription cancellation is not an operational cancellation or a substitute for an archive.