Manage Subscriptions

Summary

How to manage or cancel subscriptions in Sage Accounting and Sage Payroll.

Resolution

Manage subscriptions

The Manage subscriptions page is where you will go to buy, change, resubscribe to, or cancel product subscriptions. You must be logged in as the business owner, or assigned relevant permissions by the business owner to manage subscriptions.

NOTE: If you subscribed through the Apple store, go to the Apple Wallet to manage your Sage subscriptions.

Here's a video to show you what to do.

Products your business subscribes to>

From the navigation bar, select your business name, then Manage business account.
Select the Subscriptions (or Subscriptions and Invoices) tab.
Select:

Manage subscriptions. To start a product trial, subscribe to a product, or cancel a subscription
Add New Product or Upgrade. To subscribe to another product or to upgrade a subscription

Your subscription changes and pricing shows on the right.

Change a subscription>

Depending on the product, you can change your subscription in the following ways:

Sage Accounting - While you can upgrade your subscription at any time, you cannot downgrade it. For example, go from Accounting Plus to Accounting Start. This is because your data gets formatted for the features in the higher tier product. It can't get reformatted for use with a lower tier. To downgrade, you must reset (delete) your existing data. You can then subscribe to the lower tier product and re-enter your data
Sage Accounting Individual - You can downgrade from the paid plan to the free plan as long as you have not exceeded the number of bank accounts allowed or attachment storage limit
Sage Payroll. You can add or remove employees any time. Keep in mind that the number of active employees you have in Payroll must match the subscription level. For example, if you have 25 active employees, you cannot change your subscription to 5-10 employees

Cancel subscription>

From the navigation bar, select your business name, then Manage business account.
Select the Subscriptions (or Subscriptions and Invoices) tab.
Within the box for the product they want to cancel, select Cancel Subscription.
Select Apply Selections.
Customer can choose to speak to us if they wish or select Continue with cancellation.
Customers should read the information carefully and then select a Reason for cancellation.
Tick to box to confirm they have downloaded any required data.
Select Cancel Subscription.

The screen will then appear saying "Your changes were applied" meaning you've cancelled the subscription successfully. The Manage subscriptions screen will update to show the end date of the subscription and the option to re-subscribe.

Client subscriptions in Sage for Accountants>

You can buy a subscription to Sage Accounting, Sage Payroll, Final Accounts, Corporation Tax, or Personal Tax (for an individual) to provide these services for any client.

Once purchased, you can open a product from the Products section in the client record.

To buy or manage client subscriptions:

From the list in Client Management, select the client to which you want to add a product.
Select Manage products from the Products section.
Select Manage subscriptions.
Select the product you want to buy and then select Apply changes.
Follow any remaining steps to complete your purchase.

To review subscriptions your client pays for:

From the client list, select the client.
Select Manage products from the Products section.
Products the client is paying for show in the Connected section.

If the option to cancel your subscription doesn't appear, follow this link for additional support to cancel your subscription (opens in a new window).

Manage Subscriptions

Summary

Resolution

Manage subscriptions

Products your business subscribes to>

Change a subscription>

Cancel subscription>

Client subscriptions in Sage for Accountants>

To buy or manage client subscriptions:

To review subscriptions your client pays for:

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