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User guide Inexchange

Change Customer Invoice Subscription

  1. USER GUIDE
    1. Dashboard
    2. User details
    3. Switch between companies
    4. Change password
  2. INVOICES
    1. Activate “Create invoice”
    2. Create invoice
    3. Credit invoice
    4. Invoices to manage
    5. - Select and change delivery method
    6. - Add attachment
    7. - Correct invoice
    8. Sent invoices
    9. Received invoices
    10. Copy an invoice
  3. REGISTERS
    1. Customers
    2. Suppliers
  4. SETTINGS
    1. Subscriptions
    2. General – Company info
    3. General – Contact info
    4. General – Reports
    5. General – User management
    6. Cancellation of the service
    7. Cancel the termination
    8. Accounts receivable – FTP settings
    9. Accounts receivable – Invoice settings
    10. Accounts receivable – Print settings
    11. Accounts payable – Reference management
  5. SUPPLIER INVOICE BASIC
    1. Activate Supplier Invoice Basic in Inexchange
    2. When an invoice is received
    3. Your company is already registered in Peppol
  6. INEXCHANGE STORE
    1. Change Customer Invoice Subscription
  7. OTHER
    1. PDF upload
    2. Verify company details
    3. Signing process

This guide applies to those who use customer invoice in Inexchange to send invoices to your customers and who have the ability to manage your customer invoice subscription yourself via Inexchange Store. Some customers have other contract types and will need to contact us to change their subscription.

Upgrading a customer invoice to Premium or Enterprise cannot be done directly in the service and always requires contacting us.

When is it relevant to change the subscription

A change to your customer invoice subscription is common when your need to send invoices to customers changes.

  • You want access to more customer invoicing features
  • You want to upgrade to a higher plan to send more than 12 customer invoices per year
  • Your workflow for customer invoicing has changed

How to change your subscription step by step

The steps below show the general process for changing or upgrading your customer invoice subscription, provided your plan can be managed via Inexchange Store. The exact options depend on which customer invoice level you want to switch to.

  1. Log in to your account.
  2. Click on Inexchange Store in the left menu.
  3. Click on the customer invoice subscription you want to upgrade.
  4. Confirm the change.

The change usually takes effect immediately or at the next billing period, depending on the selected customer invoice plan.

Upgrade from Free to Basic

If you are using Customer Invoice Free and want to upgrade to Customer Invoice Basic, you can do this yourself directly in the service.

  1. Log in to your Account.
  2. Select Inexchange Store in the left menu.
  3. Click on Upgrade to Basic
  4. Follow the instructions and confirm the change.

The upgrade usually takes effect immediately and does not affect your existing customer invoices or your history.

Downgrade from Basic to Free

If you want to downgrade from Basic to Free, you first need to cancel your service. After that, you must wait 7 days before you can create a new Free account.

Note

Your customer register will not be transferred.

Download a report in advance by going to Sent invoices and then clicking on Report to download a CSV file with all sent invoices.
  1. Log in to your Account.
  2. Select  Settings in the left menu.
  3. Click on Manage under My subscriptions 
  4. Click on End subscription
  5. Follow the instructions and confirm the change.

Upgrade to Premium or Enterprise

To upgrade your customer invoice to Premium or Enterprise, you need to contact our sales team. These customer invoice plans are contract-based.

  1. Log in to your Account
  2. Select Inexchange Store in the left menu
  3. Click on Contact us next to Premium or Enterprise
  4. Fill in the form 
  5. You will be contacted by a member of our sales team who will assist you further.

Upgrading to customer invoice Premium or Enterprise always takes place in dialogue with sales to ensure the right solution for your invoice flow.

Downgrade or cancel customer invoice Premium or Enterprise

If you want to change or cancel a customer invoice agreement at the Premium or Enterprise level, you must always contact us, as these customer invoice plans are contract-based.

What happens after the customer invoice subscription has been changed

Once the change has been made, your account is automatically updated. You will usually receive a confirmation via email or directly in the service.

  • New features become available immediately upon upgrade
  • Price adjustment occurs according to the current billing period
  • Existing history and data are not affected

Frequently asked questions about customer invoice subscriptions

1. Can I change my subscription at any time?

Yes, in most cases you can change your subscription at any time. When the change takes effect depends on the upgrade you make.

2. Does it cost anything to change the subscription?

The change itself is free, but the price may be adjusted depending on which plan you choose.

3. I can't find the option to change my subscription in the Store, why?

Some subscriptions are managed via contract and therefore cannot be changed directly in the service. If you do not see any options in the Store, please contact us and we will help you further.

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