In this article
- Add licenses when inviting team members
- Add licenses from plans & billing
- Manage plans
- Manage payment method
- Manage invoices
The purpose of this article is to help you
- Manage your Rocketlane subscription and licenses
- Track and update your payment method
- Access and act on your invoices
Add licenses when inviting team members
When you invite a team member to Rocketlane, it consumes one license. If you run out of licenses but want to add a new member, follow these steps:
Navigate to your avatar
Under Account, select Team members
Click the “Invite team member” button
If you are running out of licenses, the system will add a new license to your subscription and let you invite a team member from here.
Add licenses from plans & billing
If you know how many new team members will be joining, you can add new licenses to your subscription before inviting them to Rocketlane.
To do that;
Navigate to your avatar
Under Account, select Plans & Billing
Here, you can view the total licenses in your account
Click “add new licenses”
Input the number of licenses and click the “purchase subscription” button
The system will automatically add the licenses and charge you on a pro-rata basis.
- Dashboard Overview: Check top cards for total licenses, available licenses, and usage by team vs. partners.
- Shared Licenses: Licenses are common; invite team members or partners based on availability.
- Zero Available Licenses: When none available, prompt to purchase licenses for new invites on a pro-rata basis.
- Reactivation Process: Reactivating consumes one license; if none available, prompted to purchase an additional license.
Under Plans & Billings, you can add your finance teams and business heads to the invoice email list. You can also view and download past invoices.
To make changes to the plan
Under “more options” click on “change plan”
Here, you can,
Add new licenses by increasing team member size
Change billing cycle from Monthly to Annual
Upgrade to the choice of plan
Make the necessary adjustments and click upgrade
All upgrades are done on a pro-rata basis and credits are automatically calculated based on your existing payments to the current subscription cycle.
Downgrades are scheduled only at the end of the subscription period.
Manage payment method
Under plans and billing, you have options to choose your preferred method of payment. Rocketlane offers the following options.
Under “more options” click on “change payment method”
Here you can,
Add new credit card (you can add more than one)
Use ACH payment method and pay using Gocardless
You can also pay using “bill.com” to “Rocketlane Crop” or get in touch with us through email@example.com
Under Plans & Billings, you can choose to add your finance teams, and business heads to the invoice email list and also view and download the past invoices.
To add people to the invoicing list,
Under Plans & Billing, locate the “Send invoices to” section
Click “Edit emails” and add the email addresses of all the finance members
Click save to send invoices to the members in the list.
To access invoices,
Scroll down to the Invoices section
Hover over the row of an invoice you wish to download
Click the “download” icon at the far right end
The invoice will be downloaded and saved on your computer.
If you have any questions around our billing plans, please contact your CSM or reach out to firstname.lastname@example.org.