Subscription Management

In order to manage your subscriptions, sign in to the TestFirst website using your credentials, click Settings in the top menu panel, and click Billing and Subscriptions in the left menu panel. The Billing and Subscriptions page with the Subscriptions tab active will be displayed.

Buy a New Subscription Plan

In order to buy a new subscription plan:

1. Click the BUY NEW PLAN button. Alternatively, you can navigate directly to https://www.testfirst.com/plans. The Pricing Plans page will be displayed. 
2. Toggle the Monthly/Yearly switch to select the billing period and see the pricing depending on the selected billing period. 

   For both monthly and yearly billing periods, the price displayed is the monthly charge per seat in an organization.

3. Select the pricing plan you're interested in and click BUY NOW. The New Subscription modal will be displayed. 

   If you're interested in the ULTIMATE pricing plan, click CONTACT US and fill in the contact form. We will reach out to you as soon as possible to discuss your use case or request a demo.

4. In the New Subscription modal, set up the desired parameters for your subscription:
   
   1. The number of seats you'd like to purchase
   2. Toggle the switch for Monthly/Yearly billing period to select how often you'd like to pay for the subscription.
   3. Select a payment method from the list of existing payment methods or leave the field empty if you'd like to set up a new payment method. 
5. Check the total amount at the bottom of the modal and click BUY. Thank you for your purchase! modal will be displayed with the following information:
   1. Invoice Number. You can download the invoice in the Invoices tab of the Billing and Subscriptions page.
   2. Invoice Date
   3. Due Date
   4. Total Amount, USD
   5. A table with the following columns:
      1. DESCRIPTION - the description of the purchased subscription plan, including the type of the subscription plan, the number of seats purchased, the subscription period, ref. id of the purchased subscription.
      2. QUANTITY - the number of seats purchased.
      3. UNIT PRICE - the price per seat.
      4. TAX - the tax when applicable.
      5. AMOUNT, USD - the total amount paid in USD.
   6. Click the CLOSE button. The Billing and Subscriptions page will be displayed with the Seats Assignment tab active, and the Assign seats to start using the new subscription modal will be displayed. Read this article for information on how to assign seats.

View Subscriptions

In the Subscriptions tab, you can view the list of the subscriptions in your organization. By default, only the active subscriptions are displayed. Toggle the Show Inactive Subscriptions switch on to see the inactive subscriptions. 

Each subscription is displayed as a numbered card with the following information:

• Subscription type, subscription plan (if any), and the subscription status label. The subscription status can be one of the following:
  • Active - a subscription with a valid renewal date.
  • Cancelled - a subscription that has been cancelled, but for which the last billing period has not ended. 
  • Inactive - a subscription that has been canceled and for which the last billing period has ended.
• The date of automatic renewal
• A table with the following information:
  • Subscribed by - the first and last name of the user who purchased the subscription.
  • Number of seats - the number of seats set during the subscription purchase.
  • Billing Period - monthly or yearly depending on the billing period selected during the subscription purchase.
  • Next Billing Date - the date when the next payment for the subscription is due.
  • Next Billing Amount - the amount of the next payment.
• Payment Method - the payment method used when purchasing the subscription.
• Billing email - the email of the user who purchased the subscription.
• Licensed to - the name of the organization for which the subscription was purchased.
• The Cancel Subscription link.

Edit a Subscription

In order to edit a subscription, click the EDIT icon in the subscription card. The Edit Subscription modal will be displayed. Based on the subscription status, you can update the following information:

• Active:
  • Subscription name
  • Number of seats
  • Payment method
• Cancelled:
  • Subscription name
• Inactive:
  • Subscription name

Cancel a Subscription

In order to cancel a subscription:

1. Click the Cancel Subscription link in the subscription card. We hope you enjoyed your subscription modal will be displayed. 
2. Select the reason for canceling the subscription (optional).
3. Click the CANCEL SUBSCRIPTION button. The Subscription has been cancelled toast message will be displayed, and the subscription status will be updated to Cancelled.