Manage subscriptions

In the Subscriptions view, you can review and modify your company’s subscriptions.

Each subscription is presented as a card that displays details such as the product name, included add-ons, subscription status, license quantity, billing interval, next billing date, any scheduled changes, and the price of the upcoming bill. CAD subscriptions also include a button for downloading the CAD installation package.

Modifying the subscription

You can modify the subscription by clicking the Manage Subscription button located in the top right corner of the subscription card.

Clicking the button opens a dropdown menu where you can choose available subscription actions, such as changing the billing schedule, adjusting the license quantity, editing saved payment details, editing the invoice reference, or canceling the subscription. Edit payment details is available for subscriptions paid through FastSpring. Edit invoice reference is available for subscriptions paid by invoice.

Change billing schedule

Billing schedule changes depend on whether the subscription is paid through FastSpring or by invoice.

FastSpring payment: You can change the billing interval of an active subscription from monthly to yearly, but not from yearly to monthly. To change the billing schedule from yearly to monthly, you must first cancel the existing subscription and then create a new one with the monthly billing schedule.

Invoice payment: You can change the billing interval in either direction. When you change from monthly to yearly, the yearly plan starts immediately. When you change from yearly to monthly, the monthly plan starts when the current yearly billing period ends.

Clicking the Change Billing Schedule option in the dropdown menu opens a dialog where you can select the new billing schedule.

You can proceed to the confirmation by clicking Continue under the yearly option.

In the confirmation step, you'll see the new price and any prorated amount for the current billing period.

You can finalize the modification by clicking Confirm.

• FastSpring payment: The prorated amount is immediately charged using your saved payment method. Afterward, you will receive a confirmation email detailing the change, along with a receipt for the payment.

• Invoice payment: The prorated amount is added to invoicing instead of being charged to a saved payment method. You will receive email notifications in the same situations as with FastSpring payments.

Please note that it may take a few minutes for the changes to appear in MyVertex.

Change license quantity

You can change the number of licenses in a subscription by selecting Change license quantity from the dropdown menu.

FastSpring payment: License quantity can only be increased. If you want to decrease the number of licenses, you must first cancel the subscription and then create a new one with the desired license amount.

Invoice payment: License quantity can be increased or decreased. Added licenses are available immediately. If you decrease the quantity, the removed licenses remain valid until the end of the current billing period, and the next invoice uses the lower quantity.

Clicking the Change license quantity opens the following dialog.

The number on the right represents the current number of licenses in your subscription. You can adjust this by using the + and - buttons. Once you've made your adjustments, proceed by clicking Next.

In the confirmation step, you'll see the new subscription price as well as any prorated amount for the current billing period.

You can finalize the modification by clicking Confirm.

• FastSpring payment: The prorated amount is immediately charged using your saved payment method. Afterward, you will receive a confirmation email detailing the change, along with a receipt for the payment.

• Invoice payment: The prorated amount is added to invoicing instead of being charged to a saved payment method. You will receive email notifications in the same situations as with FastSpring payments.

Please note that it may take a few minutes for the changes to appear in MyVertex.

Edit payment details

This section applies to subscriptions paid through FastSpring.

Your payment details are automatically saved to FastSpring after your purchase and will be used for future subscription billing. To add a new payment method or update the existing one, select Edit payment details from the dropdown menu.

This opens a dialog where you see all your saved payment methods.

The green highlight and the Default label indicate the payment method currently used for the subscription. To choose a different payment method, click Make Default. You can also edit saved payment methods by clicking Edit.

To add a completely new payment method, click New Payment Method and follow the presented steps. Note that SEPA Direct Debit cannot be selected from this dialog. To use SEPA Direct Debit, you must first cancel your current subscription and then start a new one with SEPA Direct Debit as the selected payment method.

Edit invoice reference

This section applies to subscriptions paid by invoice.

For invoiced subscriptions, you can add or update your custom invoice reference by selecting Edit invoice reference from the dropdown menu.

This opens a form where you can enter the invoice reference you want to use. The reference is used on invoices from the next invoice onward.

Cancel subscription

An active subscription can be canceled by selecting Cancel Subscription from the dropdown menu. This will open a confirmation dialog. Click Yes to proceed with the cancellation.

After the subscription is canceled, you will receive a confirmation email with the expiration date. You can continue to use the associated licenses until that date. Cancellation works the same way for subscriptions paid through FastSpring and subscriptions paid by invoice.

Converting a Vertex Sync trial into an active subscription

To upgrade from a trial to a full subscription, the recommended method is to convert the trial into an active subscription. This approach automatically replaces the assigned trial licenses with active ones, saving time and effort. Alternatively, you can purchase a new subscription from the store. However, this requires manually reassigning licenses to all previous trial users.

The conversion can be started by clicking the Subscribe button in the trial subscription.

The button opens a dialog with three steps. The first step lets you determine how many licenses you want to purchase. The license amount doesn’t need to match the trial but keep in mind that if fewer licenses are purchased, some trial users may be left without a license.

After selecting the desired number of licenses, click Next to proceed to the next step to assign the licenses.

The license is automatically assigned to the admin user. If you’re purchasing more than one license, you can assign them to the users you want. Keep in mind that this view only shows users who were using Sync during the trial. If you want to assign licenses to users who haven’t previously used Sync, you can leave them unassigned here and assign them later from the Licenses view.

You can proceed to payment by clicking Next. You can pay through FastSpring using one of the available online payment methods, as described here. If your company is eligible, you can also pay by invoice. Invoice payment requires a VAT ID or Business ID in your company information. After completing the purchase, the order receipt is displayed, and the details are sent to your email.

The trial has now been successfully converted into an active subscription, and the trial licenses have been replaced with real ones based on your selections.

Viewing charge and invoice history

You can view billing entries related to a subscription by clicking Charge History. This view always shows invoice entries for the subscription.

This opens a dialog showing the details of the payment entries. To view or download the invoice for a specific payment, click View.