Cubu Docs
User Guide
User Guide
  • 👋Welcome to Cubu!
  • Getting Started
  • Understanding the Basics
    • Organizations
    • Process Management
      • 📚Introduction to Cases
      • 📚Service Models and Flow
      • 📚Storing Data with Fields
      • 📚Categorizing Cases with Tags
      • 📚Service Categories and Types
      • 📚Inboxes
      • 📚Routes
      • 📚Working Hours
      • 📚Walk-in Services
      • 📚Appointment-based Services
      • 📚Data Tables
      • 📚The Customers Data Table
      • 📚Automation
        • 📄Automation Triggers
        • 📄Automation Conditions
        • 📄Automation Actions
    • Agent Status Tracking
    • Portals
      • 📚Portal Flow I: Single Unit
      • 📚Portal Flow II: Cross Unit Search
      • 📚Prerequisites & Data Collection
    • Kiosks
      • 📚Kiosk Flow
      • 📚Kiosk Accessibility
    • Virtual Tickets
    • Service Level Alerts
    • Security and Permissions
      • Access Control
        • 📚Unit Access Permissions
        • 📚Inbox Access Permissions
        • 📚Service & Calendar Access Permissions
        • 📚Fields Access Permissions
        • 📚Data Table Access Permissions
      • 📚Built-in Roles
    • Subscriptions & Licensing
    • Chats Overview
  • User Tools
    • About Agents and Managers
    • Agent Console
      • ⚒️Agent Console Basics
      • ⚒️Processing Cases
      • ⚒️The Inbox Tab
      • ⚒️The Case Tab
      • ⚒️Workspace Settings Tab
    • Calendar
      • ⚒️Selecting Calendars
      • ⚒️Booking, Checking-in & Canceling Appointments
    • Appointment Booking
    • Data Manager
      • ⚒️Searching for Records
      • ⚒️Managing Data Records
    • Case Browser
    • General Tasks
      • ⚒️Updating your Profile
      • ⚒️Selecting Your Current Unit
      • ⚒️Change Language
      • ⚒️Switch Organization
    • Report Center
    • Real-time Monitor
      • Widgets Reference
      • Metrics Reference
  • Connected Apps
  • Admin Tools
    • About Administrators
    • Organization Tree
      • ⚒️Managing the Organization Tree
      • ⚒️Configuring Unit Access
      • ⚒️Configuring Time Zones
      • ⚒️Managing Inboxes
      • ⚒️Managing Routes
      • ⚒️Managing Workstations
      • ⚒️Managing Portals
      • ⚒️Managing Kiosks
        • ⚒️Printed Tickets Templates
    • Service & Process Configuration
      • ⚒️Global Service Settings
      • ⚒️Managing Service Categories
      • ⚒️Managing Service Types
      • ⚒️Managing Fields
      • ⚒️Managing Tags
      • ⚒️Managing Working Hours
      • ⚒️Managing Automations
      • ⚒️Managing Data Tables
      • ⚒️Managing Back-office Tasks
      • ⚒️Managing Alert Rules
    • Service Management
      • ⚒️Walk-in Services Settings
      • ⚒️Appointment-based Services Settings
      • ⚒️Managing Service Availability
      • ⚒️Manage Service Daily Plans
      • ⚒️Manage and Scedule Daily Plan Templates
    • Security and Permissions
      • ⚒️Managing Users & Invitations
      • ⚒️Managing Groups
    • Customer Engagement
      • ⚒️SMS Templates
      • ⚒️Email Templates
      • ⚒️ICS Templates
      • ⚒️Managing Themes
      • ⚒️Managing Fonts
      • ⚒️Media Library
      • 🗒️Dynamic Text Parameters (Messaging)
    • Localization and Translation
      • ⚒️Translating Resource Names
      • ⚒️Translating Kiosks, Portals, Tickets, and Chats
      • 📄Dynamic Text Parameters (Public Apps)
    • Organization Settings
      • ⚒️Organization General Settings
      • ⚒️Public Text Languages
      • ⚒️File Storage
      • ⚒️SSO
      • ⚒️BI and Reports
      • ⚒️Certificates
      • ⚒️Webhooks
      • ⚒️Integrations
      • ⚒️Groups
      • ⚒️Registered Applications
    • Chats Admin
      • ⚒️Chat Settings
      • ⚒️Chatbots Configuration
    • Billing
      • ⚒️Subscription Management
      • ⚒️Payments
    • Logs
      • ⚒️Event Log
      • ⚒️SMS Log
      • ⚒️Change Log
  • Digital Signage
    • 📚Digital Signage
    • 📚Digital Sign Appearance
    • ⚒️Managing Digital Signs
    • ⚒️Managing Screen and Frame Layouts
    • ⚒️Managing Playlists
    • ⚒️Managing Public Announcements
  • How To Guides
    • Agent Tasks
      • 🧐How to unlock a case processed by another user
    • Admin Tasks
      • 🧐How To: Compensate For No-shows
      • 🧐How To: Reference Data Records from Cases
      • 🧐How To: Configure a Phone Call Meeting
      • 🧐How To: Set Up a Kiosk Ticket Printer
      • 🧐How To: Configure SendGrid as an Email Provider
      • 🧐How To: Configure Mandrill as an Email Provider
      • 🧐How To: Use Google Fonts in Themes
    • Automations
      • 🧐How To: Use Automation to Send SMS
      • 🧐How To: Use Automation to Move a Case to Another Inbox
    • In-Branch Operations
      • 🧐How To: Use the Kiosk Client App
      • 🧐How To: Connect a Digital Sign
    • Kiosks
      • 🧐How To: Configure Accessible Kiosk with IVR
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On this page
  • Purchasing a Subscription
  • Step 1: Choose a Plan
  • Step 2: Billing Address
  • Step 3: Licenses
  • Step 4: Payment Details
  • Changing Subscriptions
  • Adding/Removing Licenses
  • Change Plan
  • Ending Subscription
  • Managing SMS Credits
  • View Invoices
  • Managing Payment Methods
  1. Admin Tools
  2. Billing

Subscription Management

PreviousBillingNextPayments

Last updated 1 year ago

Admin Settings -> Billing

Billing management requires the Account Admin role.

Before you continue with this guide, please read the following article to understand Cubu licensing:

When you create your Cubu organization, you get a free 14-day trial subscription with preset licenses.

You must purchase a subscription to continue using Cubu or change the number of licenses after this period.

Purchasing a Subscription

Click Purchase Subscription to open the Subscription Wizard.

Step 1: Choose a Plan

In this step, choose between the Pro, Premium, or Enterprise plans.

Use the feature list and pricing information to compare plans and choose the one that best suits your needs.

Choose "Enterprise" if you have a large or complex organization and want a customized offer.

Step 2: Billing Address

In this step, enter your business information. This information is used for sending invoices.

  • Company Name: This name appears on invoices.

  • Email: Invoices will be delivered to this address.

  • Country: The country where your business is registered. This information is used for calculating tax. Cubu will add tax for businesses registered in Canada.

  • State/Province: Required when the country is USA/Canada.

  • Postal Code: Always required.

Step 3: Licenses

In this step, choose between monthly and yearly subscriptions and the number of required licenses.

A yearly subscription is cheaper than a monthly one!

Add-ons

  • User Licenses: Each user in your organization requires a license. User licenses are transferrable.

  • Kiosks: Each active kiosk requires a license. Kiosk licenses are transferrable.

  • Digital Sign: Each active digital sign requires a license. Digital sign licenses are transferrable.

  • File Storage: The amount of file storage space available for your organization. The main purpose of this storage space is to store media files (used by digital signs).

  • SSO: Enabling single sign-on requires a license. Note that this license is not available in the Pro plan.

The selected plan determines minimum and maximum values for each license type.

Subscription Cost

The monthly/yearly cost for the selected licenses, excluding tax.

Step 4: Payment Details

This page provides a detailed breakdown of the subscription cost, including tax information and refunds in case you change an existing subscription.

Enter your credit card details to complete the purchase.

Cubu uses Stripe to manage its billing.

Changing Subscriptions

Adding/Removing Licenses

To add or remove a license to your current subscription, click Add or Remove Licenses to open the subscription wizard.

Using the wizard, you have the ability to add or remove licenses. However, please note that it's not possible to remove licenses that are currently being used. For instance, if you have 5 licensed users, you cannot decrease the number of licenses below 5. So, before changing the subscription, you must first un-license users.

Proration

Proration is the adjustment of charges for adding or removing licenses during a billing cycle. If changes are made in the middle of the cycle, you'll only be charged for the remaining time in that cycle. When reducing the number of licenses, the prorated amount saved will be credited to your account balance and applied toward your next charge.

Change Plan

If you wish to change your plan, click Change Plan to open the subscription wizard. The wizard will allow you to choose a different plan and adjust the number of licenses.

Please note that you cannot select a plan with more limited features than your current license usage allows. For instance, if your organization is currently utilizing SSO (Single Sign-On), downgrading to the Pro plan is not feasible without first disabling SSO.

Ending Subscription

When you cancel your subscription with Cubu, it will not renew at the end of the current billing cycle. You will be able to continue using the product until the end of the current billing period.

To end your subscription, click End Subscription in the subscription context menu.

Managing SMS Credits

If you wish to send SMS messages to your customers, you must purchase SMS credits and maintain their balance.

Each SMS segment is limited to 160 standard English characters. Messages exceeding this or containing special characters may be divided into multiple segments, resulting in additional charges.

The Credits panel shows your current SMS balance:

Topping Up Your SMS Credits

Click the Top Up button to purchase SMS credits.

View Invoices

When an invoice is generated for your organization, it is emailed to the address specified in your billing address. If you wish to view or download a historical invoice, click Payments on the navigation page to view your invoices.

The Payments page lists historical invoices and an estimate of the next invoice created when the subscription is renewed.

Expand an invoice to view its details. Use the Download button to download the invoice in PDF format.

Managing Payment Methods

Use the Payment Method page to add or remove a credit card and select the default card. Cubu always uses the default credit card for charges.

⚒️
Subscriptions & Licensing
Free Trial Subscription
Choosing a Plan
Purchase Subscription
Paid Subscription Card
Billing Period
End Subscription Menu Option
Credits Panel
Top-up SMS Messages Dialog