Billing Information - Auto Renewal
This guide provides a comprehensive overview of Auto Renewal Feature in DBSync's Cloud Workflow platform
Last updated
This guide provides a comprehensive overview of Auto Renewal Feature in DBSync's Cloud Workflow platform
Last updated
The Auto Renewal feature in DBSync simplifies subscription management by ensuring seamless renewal of your licenses and services. With this feature, you can enable automatic credit card payments, manage payment methods, track purchase history, and handle renewals efficiently.
On the top right corner, click on your profile and select Profile from the drop down list.
You will be redirected to the My Account page. On the top right corner, click on your profile and select Manage Subscription under the Profile dropdown.
In the following window, click on Payment Invoice Link. You will be redirected to the Payment Method page complete the payment.
On the Payment Method page:
Enter the Billing Information and Credit Card Information details.
Select Set as Default and click Pay Now.
Auto Renewal will be activated for the selected credit card, and the system will notify you 15 days before the next renewal.
Navigate to the Active Subscriptions page.
On the top right corner, click on your profile and select Profile from the drop down list.
You will be redirected to the My Account page. On the top right corner, click on your profile and select Manage Subscription under the Profile dropdown.
Scroll down to the Related Lists section > Active Subscription.
The table displays details such as:
Subscription Name
Price, Subscription Type (Enterprise or Basic), and Status.
Last Payment Date and Expiry Date.
Payment Method and Next Auto Renewal Date.
Use the Subscription Action Button (three dots) to:
Disable Auto Renewal
Cancel a Subscription
Change the Payment Method
The system will attempt to auto-deduct the payment on the due date:
If the payment fails, an immediate notification will be sent.
The system retries up to three times. If unsuccessful, both you and the Customer Success team will be notified.
If you have made your payment through PayPal, PayPal sends email notifications to customers when recurring payments fail due to reasons such as insufficient funds, expired payment methods, or other issues.
You can update your payment method to resolve the issue.
Go to the Payment Method tab:
View all saved payment methods (Credit Card, ACH, PayPal).
Add, update, or delete payment methods.
When deleting a card:
A confirmation popup will appear if the card is linked to an active subscription.
Ensure an alternative payment method is selected before deletion.
On the Active Subscriptions tab:
Click the Subscription Action Button and select Cancel Auto Renewal.
Confirm your cancellation through a popup.
Once confirmed:
You and the Customer Success team will receive email notifications.
The cancellation will be recorded in Salesforce.
Access the Purchase History tab to view:
Subscription details such as Name, Price, Type, and Status (Active, Expired, Cancelled, etc.).
Downloadable invoices.
Admins can edit or update subscription details.
Users receive email notifications for:
Successful payments.
Failed renewal attempts.
Subscription cancellations.
All payment details are encrypted and securely stored.
A disclaimer informs users about data storage policies.
This manual provides a step-by-step guide to ensure smooth subscription management using DBSync’s Auto Renewal feature. For further assistance, contact our support team.
