Add a name by clicking on the -icon and write a short phrase. Adding your own name brings more clarity and is especially helpful when a service has several plans.
You can be charged for a service in different ways. The details about how you're charged we call a 'plan'. Sometimes you'll have more than one plan for a service, e.g. you might have 2 users on a Basic plan at $10/month and 5 users on a Professional plan at $100/year.
The “owner” is the person in the organization responsible for a plan. A user can be the owner of more than one plan for each service.
If you set an alert for a service the owner is the one being notified.
In Services you can quickly select a Free plan for a specific service by clicking the the side bar on the -button.
Payment cycle, currency and amount being paid
Depending on the type of payment model there are different fields to fill out:
Subscriptions - Choose which currency you get charged in, how much you get charged each time and how often you get charged.
Pay-per-use - Choose which currency you get charged in and how much you get charged per month.
Life time - Choose which currency you got charged in and how much you paid.
Free - You don’t pay for a free service and there is nothing more to fill out here. :)
If you get charged different sums each month for a service you can add an average amount to let Substly show your approximate spend.
Payment date/Starting date
Choose the date your service renews. This is normally, but not always, the same date as when you get charged. If you want Substly to visualize historic spend you can insert the date you started using the service.
Note! If you want to set alerts it is important that this date is correct, otherwise you’ll get the alerts on the wrong date.
Auto renew “On” means that the service automatically renews at the end of each payment period until you cancel it (which is the case for the majority of services). If auto renew is set to “On”, the system will continue renewing the service at the end of each payment period until you remove it from Substly.
Auto renew “Off” means that the service expires at the end of a payment period unless you take action to renew it (which is normally done by paying for another period of use). If auto renew is set to “Off”, Substly will send an automated email to the owner of the service, reminding him/her to renew it before the payment period ends.