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Set Up Your Subscription

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This video walks through setting up a subscription in CommCare. Full instructions can be found below.

Set up your Account

Please note that you need to create a project space before you can subscribe to a software plan.

1. Navigate to CommCareHQ and click on the “Sign up” button

2. Create your account by entering your Full Name, Professional Email Address, Password

3. Select a name for your project space, indicate your primary use case, enter your Organization or Company name (if applicable), and review the Dimagi Terms

4. Activate your account by validating your email

5. Select your software plan (see below)

Select your Software Plan

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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.

• For specific plan details, please see https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/2420015134 .

• If you have any questions about our Software Plans, please reach out to sales@dimagi.com

Select to Pay Monthly or Pay Annually

You can choose to be billed on a monthly pay-as-you-go basis or prepay for a year in advance to benefit from our discounted Annual pricing.

Please refer to our Billing terms before signing up for a Pay Monthly or Pay Annually subscription.

Pay Monthly Subscription

Pay Annually Subscription

Pay for Your Subscription

Below are instructions on how to pay for CommCare based on the Payment Terms of your subscription plan - Pay Monthly or Pay Annually.

Confirm Your Payment Permissions & Notifications

To ensure you can make payments for your CommCare subscription, please follow the steps below.

Autopay by Credit or Debit Card (required for Pay Monthly subscriptions)

All Pay Monthly customers are required to set up their subscriptions on monthly autopay by credit or debit card. At the time of sign-up, a credit or debit card must be added to the account for automatic payment of monthly invoices containing all fees incurred each month, including Plan Fees and On Demand (Excess Users and SMS) fees.

Prepay by Credit or Debit Card

This option is available to both Pay Monthly and Pay Annually customers.

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Below are instructions for how to pay for CommCare by credit or debit card. Paying by credit or debit card is the recommended method to safely make payments that reflect in your account in real time.

How to Prepay by Credit or Debit Card

• Pay Monthly Subscription: If you would like to prepay by credit or debit card, you can use your card to buy credits that apply to future invoices. You will receive an email with a summary of your payment once the payment is processed. Prepaid credits will be applied to all fees incurred each month, including Plan Fees and On Demand (Excess Users and SMS) fees.

• Pay Annually Subscription:

  • You can pay the annual plan fee invoice that you would have received at the start of your subscription by credit or debit card. Note that if you wish to pay your annual plan fee invoice via credit or debit card, you need to manually make a card payment by following the steps outlined here on how to prepay by credit or debit card. You may separately set up a card for autopay but this will only apply to monthly on-demand invoices towards Excess Users and SMS fees.

  • Note: Prepayment invoices are not listed in the Billing Statements section of your Subscription page. Please refer to the prepayment invoice that you would have received in your inbox at the time of subscription sign-up for payment reference.

Pay by Wire Transfer

This option is available to Pay Annually customers only.

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Below are instructions on how to prepay for your CommCare subscription via wire transfer. Please note, it can take up to 7 business days for wire payments to be reconciled and reflected in your account. So please make sure that you initiate the wire payment reasonably ahead of your invoice due date.

All Pay Annually customers will receive an annual prepayment invoice invoice upon activation of a subscription. Please follow the instructions provided in the prepayment invoice to make payment via wire. For any queries, please contact us at accounts@dimagi.com.

Pay by Flywire (international payments only)

This option is available to Pay Annually customers only.

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Dimagi has partnered with Flywire to make international payments easier and less expensive for our customers. Flywire allows customers to pay from their home country, in their local currency, thereby eliminating costly banking fees and international credit card charges. Flywire also provides 24/7 multilingual customer support for payment processing via phone, live chat, and email. 

Expand for instructions on paying by Wire

Renew Your Subscription

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Autorenewal

All new and renewed Pay Annually subscriptions will by default be set to automatically renew at the end of the subscription term. Customers can disable auto-renewal at any point, and instead either manually renew or allow their subscription to pause at the end of their term.

• At the end of the Subscription Term, unless otherwise specified in this Agreement or your Order, your Subscription Plan may automatically renew at the rate of Dimagi’s then-current published list price.

• The pending auto-renewal status of your Subscription will be visible from within the Services. You may choose to cancel your Subscription at the end of the Subscription Term by providing notice of non-renewal.  Unless otherwise specified in this Agreement or your Order, the notice of non-renewal must be received before the next Subscription Term begins.

• You may provide this non-renewal notice by disabling auto-renew from within the Services.

Manually renew

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. 

All Admins of your CommCare Project will receive Subscription Ending email reminders from CommCare 30 days, 10 days, and 1 day prior to your current subscription end date.

• If you are renewing a Pay Annually plan, you can make payment as per instructions provided to Prepay above:

• If you are renewing a Pay Monthly plan, you can make payment as per instructions provided to Postpay above:

Change Your Subscription

Upgrade or Downgrade Your Subscription

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 Free Edition.

For monthly subscriptions, please note that:

• All upgrades require a 30 day minimum commitment. You will not be able to downgrade your subscription before your subscription has been active for at least 30 days.

• The subscription will take effect as soon as you make the change in your project settings. If you change your subscription in the middle of the month, you will only be billed for the portion of the month when your subscription was active.

Pause Your Subscription

In some cases, it’s possible that you may want to pause your subscription, or your subscription may automatically pause due to non-payment.

Cancel Your Subscription

If you wish to fully cancel the remainder of your subscription, you may do so.

Please note that cancellation is subject to billing terms as outlined above: https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/2143955299/Subscription+Management+Billing#Select-to-Pay-Monthly-or-Pay-Annually

If you require additional support related to cancellation, please send a request to accounts@dimagi.com.

Additional Questions?

If you have any other questions on pricing and payments, please reach out to accounts@dimagi.com and we would be happy to help you!