To navigate to your profile navigate to Administration > My Account.
In this screen, you will manage your package subscription.
The following screen will be displayed:
Select Manage Subscriptions and Payments
Paying for your subscription - Recurring Payments
You will be able to see when your next payment is due as well as any recurring payments setup. Should you wish to setup or edit your recurring Payments click on Manage Recurring Payments.
Select Add credit card and fill in the form accordingly.
The base package consists of 1 Company, 2 Users and 1.00 GB of storage space on the Accounting Document Store. The base package is the minimum requirement for Accounting. You can select to add additional Companies or Users to your package. The cost of each additional Company, User and extra storage space on the Accounting Document Store is displayed next to the respective fields. You also have the option to upgrade and add licenses for Add-On Modules.
Click on the Next button after you have made your selection.
The Subscription Details section, shows the package that you have subscribed for.
This screen gives you the option of selecting your subscription on a monthly or annual basis.
The Payment Details and Amount Due section details the amount payable. The amount displayed might include an outstanding amount if you have passed your expiry date. Click on the “How is this amount calculated?” link for a detailed breakdown of the amount due.
After you have made your selection, click on the Next button to continue.
If your Accountant or Reseller recommended this product to you, enter a referral code that they provided. If you do not have a Referral Code, leave this empty.
Click on the Next button to continue.
Enter your billing details in the Billing Address and Contact Details section.
Ensure that the information entered in this screen is correct because all of the correspondence regarding your package will be sent to the information you provided here.
Once you have entered all your information, you can make payment. You have the following options:
Click on Proceed to Payment
Recurring Payments are processed by Netcash. Click on Continue to enter your card details and process your payment.
Users can manage their Recurring Payment Methods by navigating to Administration > My Profile > Credit Card Payments tab > Manage Recurring Payments.
Upgrading your account
You can upgrade your account at any time. You will use the Upgrade option if you want to add companies and users to your account.
Click on upgrade option
The following screen will display
Select whether you want to add additional companies, users and/or storage on the Accounting Document Store to your account, in the Package Details section.
Click on the Next button to continue.
The Subscription Details section summarises your upgrade.
Ensure that the information displayed is correct before you continue.
The Payment Details and Amount Due section details the amount payable. Click on the “How is this amount calculated?” link for a detailed breakdown of the amount due. Click on the Next button to continue the upgrade process.
Enter your referral reference in the Referral Details section, if applicable. Click on the Next button to continue.
Verify your billing information in the Billing Address and Contact Details section.
Once you have entered all your information, you can make payment. You have the following options:
Credit Card Payments
Billing Address and contact tab
On the Billing Address and contact tab you can enter your company details and save, as soon as you update this information the changes will be emailed to Sage
My Details tab
On my details tab you can change your username, password and email address. Remember the email field must have a valid email address as the login username
Credit Card Payments Tab
To view your subscription payment history, click on the Credit Card Payments tab.
EFT Payments tab
To view your EFT history, click on the EFT Payments tab.
Preferences tab
On preferences tab you can change the number of rows that will display in transactions and list grid. You can also select the default Dashboard to display when you login in. If you would like to receive marketing and product information, select the send me emails tick box
Note: Even if you choose not to receive marketing or product emails from us, you will still receive system emails related to your package subscription and package expiry.
