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This page provides a high-level overview of how to create, renew, upgrade, downgrade, or pause your subscription in CommCare. For any additioanl additional questions, please email accounts@dimagi.com. |
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You can choose to be billed on a monthly pay-as-you-go basis or pre-pay for a year in advance to benefit from our discounted Annual pricing. Please refer to our Billing terms before signing up for a monthly or annually billed subscription. For both monthly and annual plans, you can make your payments by following the instructions here: Payment Methods & Instructions Monthly Billing All Monthly billed plans require a 30 day minimum commitment. In other words, after subscribing to a plan, you can only downgrade after 30 days. If you try to downgrade during the 30 day window, your plan will be scheduled to auto-downgrade at the end of the 30 day window.
Annual Billing All Annually billed plans require a 12 month minimum advance payment towards the subscription plan fee (prepayment) commitment within 30 days of sign-up. Note:
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Set Up Your Subscription
Create a Project Space and Subscribe to a Plan
Please note that you need to create a project space before you can subscribe to a software plan. Learn how to create a project space at 1f3c1Get Started!.
Log into CommCareHQ and go to the project space you want to subscribe to a plan.
Click the Settings wheel at the top right of the page, then click "Current Subscription".
Click the blue "Change Plan" button and select and confirm your plan.
Please note that your invoice will be sent to your Billing Contact. To make sure the billing contact information is accurate, visit your Project settings>Billing Information page. If there aren’t any Billing Contact, invoices will by default be sent to the web admin users on the project.
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Confirm Your Payment Permissions & Notifications
To ensure you can make payments for your CommCare subscription, please follow the steps below.
Verify Your Subscription
Ensure you are an Admin of your Project Space. Contact a current Admin user for an invitation if necessary.
Log into CommCare and go to Settings → Current Subscription.
Confirm your project is subscribed to a paid subscription (Standard, Pro, Advanced, or Enterprise).
If you have an Enterprise or a Grouped Subscription, you can access your Billing Statements via the Enterprise Console. You need to be an Enterprise Admin to be able to access the Billing Statements via the Enterprise Console.
Note: Onboarding invoices are not listed on CommCareHQ and are payable only by wire transfer/ACH as instructed in the invoices.
Sign Up for Payment Notifications
To ensure receipt of invoices, subscription reminders, and billing updates, sign up as a "Billing Contact" in CommCare. To update Billing Contacts, log into CommCare and go to Project Settings > Billing Information and update the details.
If no billing contacts are entered, invoices will default to web admin users for the project space. To check registered web admin users, go to Users → Web Users & Roles.
Monthly Invoicing Process
Unless prepaid with no additional SMS or user charges, the billing contact will receive a monthly invoice by email on the 1st for charges from the previous month. This includes the base software subscription fee and any SMS or excess user charges.
Due Date: Payment is due on the 30th of the month after service, unless the amount is below $100 and the total balance is under $100, in which case it is postponed until the balance reaches $100. The monthly invoice will show the total balance. For example, for September fees, the invoice is issued on October 1 and due on October 30, if the balance is at least $100.
Late Payments: If unpaid, a reminder email is sent. After 60 days overdue, a warning email precedes a subscription pause, losing project space access. Pending invoices' total balance can be seen on the latest invoice or generated anew in project settings.
For information on how to make payment for your subscription, please visit: https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/2143956507/Paying+your+SubscriptionIf you want to receive any subscription-related notifications, make sure to read: https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/2143956507/Payment+Methods+Instructions#Receiving-Payment-Notifications-&-Invoices .
Renew Your Subscription
If your current subscription is ending within the next 90 days, you can renew at any time by clicking “Renew Plan” under your Project Settings > Current Subscription.
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Pause Your Subscription
In some cases, it’s possibel possible that you may want to pause your subscription.
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