This article applies to:
All users
All products
About This Article
This article covers subscriptions, how they are created, and how to manage them.
Before You Begin
Contract Vs. Subscription
A Contract usually has a signed agreement with a clear end date and a term length of one year or more.
Subscriptions are purchased with a credit card, typically billed monthly with no definitive end date and can be cancelled at any time.
Creating Subscriptions
Click the purple Add agreement button on the top right corner of the screen
Click Subscription right-hand pop-out
Fill out the relevant fields to match your subscription
Product - the product that the subscription is for
Start date - beginning date for the subscription
Billing Frequency - how often you are billed for the subscription
Billing Amount - the monetary amount the subscription costs
Subscription Owners - any users that would be an owner of the subscription
Click the purple Create button on the bottom right corner of the page
Congrats! Your subscription has been created.
Editing Subscriptions
On the subscription you want to edit, first click the Properties tab on the top of the page
Subscription Status - mark the subscription as cancelled
End Date (Optional) - date that the subscription ends
Purchase Information -
Product - product that the subscription is for
Start Date - beginning date for the subscription
Billing Frequency - how often you are billed for the subscription
Billing Amount - the monetary amount the subscription costs
Subscription Owners - any users that would be an owner of the subscription
After making edits, click the purple Save Changes button on the bottom right side of the page
Cancelling Subscriptions
On the subscription you want to cancel, first click the Properties tab on the top of the page
Under Subscription Status, toggle the Mark as Cancelled option to cancel the subscription
After toggling to cancelled, click the purple Save Changes button on the bottom right side of the page
Important Note: Marking the subscription as Cancelled does not inform the supplier or Vendr! It is your responsibility to communicate your intent.