Subscription Settings

To navigate to Subscription Settings, hover over your organization name in the top-left corner of Actionstep.

Note:

Please note that you will only be able to access these settings if you have subscription authority within your system. To change a user's authority, somebody with permission will need to navigate to Admin > Users and Permissions and hit "Edit" beside the relevant user.

The Subscription Page Deconstructed

1. Billing details: update your billing details, including the email address that invoices are sent to
2. Payment information: update your debit/credit card information
3. Monthly subscription: see details regarding your recurring Actionstep subscription
4. Transaction history: view a history of all past invoices
   • Note the default display range is 3 months - this can be extended by changing the filter
5. Add-ons: see which Workflow Add-ons have been installed in your system

Subscription Settings FAQ's

Q: How do I activate my trial system?
A: We're glad you asked. Have a look here.

Q: How do I get a copy of an outstanding invoice?
A: The transaction history (subscription settings) will show all invoices, by clicking on the invoice number you will be able to get a copy of the invoice.

Q: Why is my payment not showing?
A: The Subscription Settings has a "Payment Information" section. If your payment is set to Credit Card with a valid number, the auto - billing run will charge the Credit Card and populate the receipt transaction. If the payment method is set to any other type, this will require our accounts team to manually receipt the payment. There could be a delay of up to 5 days for this to show.

Q: You have charged us for too many logins - why?
A: The onus is on you to manage your logins. At the time a login is added it is confirmed that this is billable. The panel to the right of the subscription settings will show the detail of your subscription. See this article for more information.

Information:

Actionstep bills in advance for the month. When you create a new login you will immediately be charged for the remainder of them month for that login. If you delete the login before the end of the month the charge will remain for the part month. If you add a login back in before the end of the month no additional charge will appear.

If you have a dispute please email [e-mail] each instance is taken individually and the history of your requests will be look at - Actionstep is not obligated to provide refunds. Often Third Party Suppliers will have been paid for a component of your invoicing.

Q: How do I change my payment method?
A: You are able at any time to upgrade to the Credit Card payment method by simply clicking the link. This will retain the credit card number for our billing run. Note this is secure and the number is not displayed once set up.

Q: I have updated my credit card but my account hasn't been paid - why?
A: This is most likely because your credit card was declined for some reason. If this happens the person listed on your billing account will receive an email. Please contact your bank for details on why the transaction was declined. Once you have rectified the situation please re-load your credit card since we remove the profile after a transaction is declined.

Q: I don't have a credit card, how do I pay?
A: We do prefer a credit card payment for subscription. If it is not at all possible for you to enter a credit card, please email [e-mail] for the alternate payment methods in your jurisdiction. Please note: It is likely that we will be bringing in a charge for all non-credit card payments.

Q: How do I cancel my subscription?
A: We're sorry to see you go, but here's what you're after.

Q: How do I find my Organization Key?
A: Your Organization Key (Org Key) is found by clicking on the Company name at the top left of your screen when in the application.

If this page did not aid in the resolution of your query, please email [e-mail]