Help βΊ Settings
Payment and subscription
See your OrderPilot plan and add-ons, switch between monthly and yearly billing, record a payment and view invoices (admins only).
What it's for
The Payment & subscription box shows what your company pays for OrderPilot, lets you turn paid add-ons on or off, choose monthly or yearly billing, and see your invoices. Admins only.
Where to find it
β Settings β Company settings β Payment & subscription. The box shows your current price and any open amount. Tabs: Subscription, Pay now, Invoices.
The screen at a glance
Subscription tab
- Base plan β everything except paid add-ons, with its monthly price.
- Add-ons β each with a price and an on/off switch. For example Reports & P&L unlocks the full Reports page (P&L, trends, per-SKU economics).
- Billing cycle β Monthly or Yearly. Yearly saves 15% and is billed once a year.
- Your total β what you pay per month or per year.
Pay now tab
- Amount due for one month or one year, plan plus add-ons (minus 15% for yearly).
- Use the same credit card β keep your card on file for future payments.
- A note about your card. Card payments start working once the payment processor is connected; until then invoices are settled manually.
Invoices tab
Each recorded invoice with its number, period, what it covers, amount and status (PAID or DUE).
Buttons and actions
| Button | What it does |
|---|---|
| Add-on switch | Turns the add-on on or off right away and updates your total. Turning off Reports & P&L locks the Reports page again. |
| Billing cycle list | Switches between monthly and yearly. Saves right away. |
| Use the same credit card | Saves your choice right away. |
| π³ Pay (amount) | Records an invoice for the current period. If one is already recorded for today's period, it tells you so instead of making a second one. |
How to switch to yearly billing
- Open Company settings β Payment & subscription β Subscription.
- In Billing cycle, pick Yearly.
- Check Your total.
Tips and troubleshooting
- "Admins only." Only admins and the owner can see billing.
- Pay now doesn't charge my card. Card charging is not active yet; the button records the invoice so it can be settled manually.
- Lost access to Reports? Check that the Reports & P&L add-on is on.
Still stuck? Email support@softavant.com and tell us what you were trying to do.