# Billing Information - Auto Renewal

## **Introduction**

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.

## **Getting Started with Auto Renewal**

### **Enabling Auto Renewal**

1. On the top right corner, click on your profile and select **Profile** from the drop down list.

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2. 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.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FsW2GqvIp28rTeCfItHH9%2FAR2.png?alt=media&#x26;token=33edb1b5-851d-42fd-adde-459a92bcb86a" alt=""><figcaption></figcaption></figure>

3. In the following window, click on **Payment Invoice Link**. You will be redirected to the **Payment Method** page complete the payment.

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4. On the **Payment Method** page:

* Enter the **Billing Information** and **Credit Card Information** details.

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* Select **Set as Default** and click **Pay Now**.

5. Auto Renewal will be activated for the selected credit card, and the system will notify you **15 days before the next renewal**.

{% hint style="info" %}
NOTE: The Details of the card will be encrypted and stored in the database with data privacy and storage disclaimer.
{% endhint %}

### **Managing Active Subscriptions**

1. Navigate to the **Active Subscriptions** page.
2. On the top right corner, click on your profile and select **Profile** from the drop down list.
3. 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.
4. Scroll down to the Related Lists section > **Active Subscription**.&#x20;

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2F9KWV4OWomndpWk3FDgHo%2FAR5.png?alt=media&#x26;token=47466e82-b2c3-4b17-870a-628e0afba689" alt=""><figcaption></figcaption></figure>

* 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

{% hint style="info" %}
NOTE: The status of your subscription, along with the date of the next auto-renewal, will be displayed. The auto-renewal date corresponds to the expiration date of your subscription.
{% endhint %}

### **Handling Payment Failures**

* 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.

### **Managing Payment Methods**

* 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.

### **Cancelling Auto Renewal**

* 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.

### **Additional Features**

#### **Purchase History**

* 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.

#### **Notifications**

* Users receive email notifications for:
  * Successful payments.
  * Failed renewal attempts.
  * Subscription cancellations.

#### **Encryption and Privacy**

* 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.


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