OrderPilot Help
Help β€Ί 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

βš™ 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

Pay now tab

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.
πŸ’³ 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

  1. Open Company settings β†’ Payment & subscription β†’ Subscription.
  2. In Billing cycle, pick Yearly.
  3. Check Your total.

Tips and troubleshooting

Still stuck? Email support@softavant.com and tell us what you were trying to do.