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This page provides a high-level overview of how to create, renew, upgrade, downgrade, pause, or pause cancel your subscription in CommCare. For any additioanl additional questions, please email accounts@dimagi.com. |
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By signing up for a CommCare software plan, you benefit from accessing a number of sophisticated features, better support, and secure cloud hosting. Our five software plans include various levels of user limits as well as cloud server support, advanced features, SMS capabilities, automatic software updates, bug fixes and maintenance support, security updates, HIPAA compliance, and much more. To add more mobile users or to access more advanced features, you can upgrade to a higher-level software plan. If you need more advanced features but want to keep the same number of users, you will still have to upgrade to the higher-level software plan. For specific plan details, please see CommCare Pricing Overview . If you have any questions about these, please reach out to info@dimagisales@dimagi.com |
Select an Annual or Monthly Subscription
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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 Please refer to our Billing terms before signing up for a monthly or annually billed subscription. Monthly BillingAll Monthly billed plans require a 30 day minimum commitment. In other words, after 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 BillingAll Annually billed plans require a 12 month minimum advance payment towards the software subscription plan fee (prepaymentpre-payment) 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!.
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Log into CommCareHQ and go to the project space you want to subscribe to a plan.
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Click the Settings wheel at the top right of the page, then click "Current Subscription".
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Click the blue "Change Plan" button and select and confirm your plan.
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Log into CommCareHQ and click on the “Sign up” button
if you are new to CommCare and not sure which plan might suit your requirement, you have the options to either “Request a Trial” or start with the CommCare Community Plan
if you know what you need, you can select the link to “Get started here!”
Create your account
Name your first project space - this will create a new project space for you
Activate your account by validating your email
Select your subscription plan and you’re all set to go!
if you would like a Pay Monthly Plan, move the toggle to Pay Monthly, select the edition you need, confrim your plan and you’re all set
if you would like a Pay Annually Plan, move the toggle to Pay Annually, click on “Talk to Sales”and someone from our team will get in touch with you to guide you on your Pay Annually Plan
Learn how to start building your application at 1f3c1Get Started!.
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 pay 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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You can upgrade or downgrade your subscription to the Advanced, Pro or Standard Plan at any point in time. If you downgrade to a lower-level subscription, please note that the features that were only available in the higher subscription level will be made inactive. . You cannot downgrade to the Community Plan.
For monthly subscriptions, please note that:
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Click the "Change Plan" button and choose the plan that's right for you.
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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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Pausing your annual subscription: To pause your subscription, go to Project Settings > Current Subscription and click “Change Plan” > Select “Pause Subscription”.https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/2143955299/Manage+Your+Subscription#Select-an-Annual-or-Monthly-Subscription please reach out to accounts@dimagi.com and we will pause your annual subscription for you. Your prepaid credits will be put on hold based on your pause schedule. To resume your annual subscription, please reach out to accounts@dimagi.com.
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A note about pre-payment credits: Should your subscription end and you still have credits, the credits you load onto your subscription as pre-payment don’t expire. Even if your paid subscription is paused, your credits are still loaded onto your account and start getting debited again once you re-subscribe to a plan. |
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Export Form and Case DataIn most cases, partners would like to retrieve their project data for future access - whether for further analysis, reporting or storage. Data exports on CommCare address this requirement. Export via Data tab
Export your data to a SQL database via Data Export Tool (DET)
Export your data to another system via CommCare APIs
Download Lookup Tables, Users and Organization DataData including lookup tables, organization hierarchies and locations, mobile and web user details can be exported as well for future reference after the CommCare subscription is paused. This is helpful in maintaining a track record of user management, user locations and any larger data sets in the form of lookup tables that lived outside of the applications built on the project space. Lookup Tables
Organization and Mobile User Data
Download Application SummaryApplication summaries provide a deep understanding of how data models, case configurations and workflows were setup on CommCare. These are useful to download to have a holistic view of your CommCare solution. Application summaries also help in understanding data structures better and align with project data exports.
Temporary Reactivation ProcessIn the event that your subscription has paused and you need access to your data, please send a request to accounts@dimagi.com to temporarily reactivate your subscription and also provide the following:
Please note that subscriptions can be temporarily unpaused free of cost for 7 days (weekends included) starting from the date of unpause confirmed in the request. If you require additional days beyond the free period, you will have to re-subscribe to a paid plan in order to retain data access. |
Cancel Your Subscription
If you wish to fully cancel the remainder of your subscription, you may do so simply by Pausing as per https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/edit-v2/2143955299#Pause-Your-Subscription.
Please note that cancellation is subject to billing terms as outlined above: https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/edit-v2/2143955299#Select-an-Annual-or-Monthly-Subscription.
If you require additional support related to cancellation, please send a request to accounts@dimagi.com.