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How to Manage Plans, Licenses, Add-ons, and Subscription Settings in Invent ERP

Learn how to manage your subscription, update billing information, control licenses, and activate additional modules.

Follow these steps to manage your account status, update billing information, and adjust your subscription plan to fit your growing business needs.

1. Accessing Subscription Details​

  • Click on your Profile picture from the homepage.
  • Select My Subscription to view your account overview.
  • Here, you can monitor key metrics, including your current account status, number of active users, and storage capacity.

2. Updating Billing Information​

  • Ensure your payment information is up to date by adding or updating your card details in the billing section.

3. Managing Your Plan​

  • Change Plan: Click on the Change Plan option to modify your subscription.
  • Adjustments: You can easily update your billing cycle (e.g., monthly or annual), increase/decrease the number of user seats, or expand your storage capacity.
  • Compare & Select: Review the detailed breakdown of available plans to compare features and choose the one that best suits your business requirements. You can upgrade or downgrade your plan effortlessly.

4. Integrating Add-ons​

  • Visit the Add-ons section to explore available extras. These integrations are designed to enhance your Invent ERP experience and provide additional functionality tailored to your operations.

5. Finalizing Payments​

  • Once you have selected your plan and add-ons, proceed to the payment screen.
  • Select your preferred payment method, review your billing summary, and click Pay Now to complete the transaction.
  • After the payment is processed, you will receive a confirmation email containing your invoice.