How to Manage Sage Subscription Add, Upgrade or Cancel Subs

This article has been compiled specifically for users who wish to manage Sage Subscription- Add, Upgrade or Cancel that they have with the software.

In this article, it will be discussed how users can proceed to subscribe to Sage if they are currently on a trial period, how users can add or upgrade their Sage Accounting subscription, how users can add or upgrade a Payroll subscription in Sage, and how users can cancel their subscription with the Sage Accounting Software.

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How to Manage Sage Subscription

As mentioned above, there are a variety of ways that the user can manage their subscriptions with Sage, depending on what they are looking to do. The processes of making specific changes to the subscriptions are a bit different from each other, but all of these processes are quite easy to do and straightforward.

How to Add or Upgrade Sage Accounting Subscription

The only thing that is a requirement before the user can make any changes to their Sage Accounting subscriptions is that the user must be logged in as the business owner. The business owner is the first person who goes ahead and registers themselves with Sage Accounting. The user will see ‘(Owner)’ written next to their company name at the top of the screen when they log into Sage Accounting as the business owner.

Three types of subscriptions are available for users that provide different types of functionalities to the users. The users are free to select whichever subscription package that is best suited to their business needs.

Following are the types of subscriptions available, and the functionalities that are provided with them.

Accounting Start

Sales invoicing, Taking card and online payments, Tracking what you’re owed, Connect your bank, Reports and insight, Taking care of (Undefined variable: Variables. Tax), Cash flow statement, Mobile app, Correct transactions (find & recode)

Accounting Standard

Sales invoicing, Taking card and online payments, Tracking what you’re owed, Connecting your bank, Reports and insight, Taking care of (Undefined variable: Variables. Tax), Cash flow statement, Mobile app, Correct transactions (find & recode), Multi-user, Cash flow forecasts, Quotes and estimates, (Undefined variable: Variables. Purchase invoices), Sell products and services, Analysis types, Pro-forma invoices, Statements, Remittance advice, Credit notes, Delivery notes.

Accounting Plus

Sales invoicing, Taking the card and online payments, Track what you’re owed, Connect your bank, Reports and insight, Taking care of (Undefined variable: Variables. Tax), Cash flow statement, Mobile app, Correct transactions (find & recode), Multi-user, Cash flow forecasts, Quotes and estimates, (Undefined variable: Variables. Purchase invoices), Sell products and services, Analysis types, Pro-forma invoices, Statements, Remittance advice, Credit notes, Delivery notes, Stock Items, Multi-Currency invoicing.

Here’s How Users can Proceed to Add Accounting to their Existing Subscriptions

First, the user needs to select ‘Manage Business Account’, which can be found in the drop-down menu that is located next to their company name at the top of the page.
Next, select the option titled ‘Subscription and Invoices’.
Then required to choose the option titled ‘Add New Product’.
Now, will be required to select the Accounting version that they wish to upgrade to.
Now, After selecting the desired version that the user wishes to upgrade to, the user will see their updated subscription amount shown on the right side of the screen.
Finally, the user will be required to select ‘Add Subscription’, and their subscription will have been added successfully.

Here’s How Can to Proceed to Upgrade their Existing Subscriptions

First, the user needs to select ‘Manage Business Account’, which can be found in the drop-down menu that is located next to their company name at the top of the page.
After select the option titled ‘Subscription and Invoices’.
Next, required to choose the option titled ‘Upgrade’ and then select the services that they wish to upgrade to.
Thereafter selecting the desired upgrades that the user wishes to upgrade to, the user will see their updated subscription amount shown on the right side of the screen.
Finally, the user will be required to select ‘Confirm Changes’, and their subscription will have been upgraded successfully.

How to Add or Upgrade a Payroll Subscription in Sage

Once the user has logged in as the business owner, they can simply proceed to make any changes that they wish to make to their Payroll subscription.

Here’s how users can proceed to add payroll to their existing subscriptions

First, the user needs to select ‘Manage Business Account’, which can be found in the drop-down menu that is located next to their company name at the top of the page.
After select the option titled ‘Subscription and Invoices’.
Now, required to choose the option titled ‘Manage My Subscription’.
Then user is then required to choose the option titled ‘Manage Services.
Thereafter select the option titled ‘Manage My Subscription’, the user is then required to select the payroll product that they wish to add to their current subscription, depending on the number of employee records that they require.
Then you can simply press ‘Subscribe’.
User needs to select the ‘Continue’ button.
Finally, the user can just press ‘Finish’, and their subscription will have been added successfully.

Users can also add the number of employees that best suit their business requirements with the different subscription plans that are offered by Sage. This helps the user in ensuring that they are only paying for what they absolutely require and nothing else. There is a maximum of 50 employees that can be added to the subscription, and the following are the various benches:

Payroll 5 (1 -5 employees)
Payroll 10 (6 – 10 employees)
Payroll 15 (11 – 15 employees)
Payroll 25 (16 – 25 employees)
Payroll 35 (26 – 35 employees)
Payroll 50 (36 – 50 employees)
Payroll 75 (51 – 75 employees
Payroll 100 (76 – 100 employees)

Users are free to pick any one of these subscription plans and then they can move forward to adding the employees to the subscription. Here’s how users can proceed with adding the employees to the subscription.

First, the user needs to select ‘Manage Business Account’, which can be found in the drop-down menu that is located next to their company name at the top of the page.
Now, select the option titled ‘Subscription and Invoices’.
Then required to choose the option titled ‘Change number of Licences’.
Finally, the user can just press ‘Finish’, and their subscription will have been updated successfully.

How to Cancel Sage Subscription

Users are free to cancel their subscriptions with Sage anytime if they no longer require the services that the subscriptions provide, or if they are dissatisfied with the services that are offered with these subscriptions. The users will need to keep a few points in mind before they proceed to cancel their subscription, which are.

Once the subscription has been cancelled, users will no longer be provided the access to their data through your Sage solution after the expiry date of their subscription arrives.
Before the user can proceed to cancel their subscription, it is recommended that the user print any information that they might require in the future, such as their balance sheets, profit and loss report and trial balance.
When the user’s final payment is taken will be determined by the date in the month that the user cancels their subscription. It is highly recommended that the user read the ‘Your Final Payment’ section below for any questions that they have regarding the same.

After these things have been taken care of, the user can proceed to cancel their subscriptions with Sage. There are a couple of ways through which users can cancel their subscriptions with Sage.

These methods have been listed below:
The fastest way according to Sage is that the user can contact them through their Webchat portal to talk about their subscriptions.
The other method that the users can employ is that they can either contact Sage by phone, or they can fill out the cancellation form Sage directly.

It must be noted that it might take up to 5 business days to process the subscription cancellation form, so the user needs to plan their submissions accordingly.

Add, Upgrade or Cancel Sage Subscription- Payroll Subscription