If you have an expired trial…
Once you sign in to your LiquidPlanner workspace, you will be prompted to purchase.

If you have an active trial…
After signing in, click on the “Buy Now” link at the top of the page.

If you have a paid LiquidPlanner workspace and want to purchase more licenses…
Go to your User Menu > Settings > Purchase Seats.

1. Enter the number of licenses needed.
   – Purchase Details box confirms the product plan and number of licenses.
   – Proration and subtotal calculate in real time.
2. Click Proceed to Checkout.
3. On the Payment Settings screen,
   – Initial purchase: enter all Billing Information, and edit Company Information if different.
   – Adding licenses: review current Billing Information. Click the Change button if any updates are needed.
4. Check the box to accept LiquidPlanner’s Terms of Service.
5. If all required fields are entered, the Purchase button will activate (turn dark blue). If the button isn’t activating, see these Billing and Payment Tips and FAQs.
6. Click Purchase and the next screen will display the order confirmation.

The credit card on file will be charged within 5 business days. A receipt will be sent to your billing contact within 5 business days. If we are unable to charge the credit card, we’ll notify the billing contact via email within 5 business days. Sales tax is added where applicable.

Proration

Initial purchase by invoice: None. Annual subscription, 12-month purchase.

Initial purchase by credit or debit card: Charges are prorated. Billing begins on the purchase date and is for 11 months plus remaining days in the purchase month.

Additional seat purchase: Charges are prorated. The subscription term for additional seat licenses will align with the existing term. Billing is for the remaining days/months in the existing term. At renewal the additional seats will be included in your total seat count.

Tier Upgrade: Charges are prorated. Billing for the upgrade is for the remaining days/months in the existing term.

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An administrator is the only person automatically capable of taking over the role of workspace owner if the original owner leaves your organization before designating a new workspace owner.  You can designate multiple administrators.
Only a workspace owner or established administrator can designate a new administrator.

To set a member with administrator level access:

1. Click the People tab > Member List
2. Select the appropriate workspace member on the left.
3. Click on their Access Controls tab
4. Select the Administrator access level.
5. Click Update Access.

Members should be encouraged to contact workspace administrators with regard to workspace settings.  A list of administrators can be found on the Help tab.

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The post Setting Up an Administrator appeared first on LiquidPlanner.

If the current owner is still with your organization…

The current owner must email support@liquidplanner.com to request the change.

If the current owner is no longer with your organization…

The change request must come from an administrator.  If your workspace does not currently have an administrator, please follow these steps:

• Have your internal email administrator re-route the current owner’s email to an appropriate person at your organization.
• That person can then go to the LiquidPlanner sign in page and request a password reset for the current owner’s email address.  (The reset verification email will be sent to that email address, which is why you needed to re-route it.)
• After resetting the password, that person can sign into LiquidPlanner as the owner and change the intended new owner to administrator status.
• The new administrator (intended workspace owner) can then contact LiquidPlanner to request an upgrade to owner status.
• Please remember that we have this policy to ensure that your organization has exclusive control over the access rights decisions in LiquidPlanner.

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The post Changing the Workspace Owner appeared first on LiquidPlanner.

If you were invoiced for your subscription, and you’d like to pay by credit card, we accept Visa, MasterCard, American Express and Discover. For security reasons, LiquidPlanner staff cannot enter credit card information into our system on behalf of customers.

Update Your Credit Card Info

Workspace Administrators can update credit card or billing information from Payment Settings:

1. Click the User Menu
2. Select Settings
3. Click on Payment Settings
4. Change the appropriate fields and click Save
5. A confirmation message will appear on the screen when the payment settings are saved successfully.

Troubleshooting Tips

• Credit card numbers should not contain any spaces or dashes.
• The expiration date should be formatted as MM/YY.
• If using American Express, the CVV number is the 4-digit security code on the front of the card. For all other card types, the CVV number is on the back and is 3 digits.
• If the Payment Method is Credit Card, the PO Number field is optional. You can enter “None” in the field.
• If the Payment Method is Invoice, the PO Number field is required.
• Company Information is assumed to be the same as the Billing Information. Un-check the box if changes need to be made.

Frequently Asked Questions

I am a Workspace Administrator, but I don’t see the Payment Settings page. Why is that?
If you are a trial customer, you will not see the Payment Settings screen until purchasing LiquidPlanner during checkout.

I updated our Credit Card information, but received a Credit card error. What should I do?
Here are some of the possible reasons you could be receiving a credit card error.

• Verify all fields carefully. Did your billing address change recently? Does it match your statement? Did you get a new card with a new expiration date or CVV number?
• Check your purchase limits. Most banks have limits on how much money can be charged or accessed in a single day and may require you to request a higher purchase limit to complete the transaction.
• Review your bank’s security policies. Your bank may flag unexpected activity on your account or require your verbal authorization to proceed with a transaction.

I’m trying to update payment info, but the Save button is not active. Why can’t I click on it?
If the Save button isn’t active or clickable, then there is a required field that still needs to be filled in.

• Review the page to ensure that all required fields are populated.
• Make sure the Terms of Service box is checked.
• Make sure the CVV field has not been cleared. Each time payment fields are updated, you need to re-enter the CVV number for security reasons.

Why is there a pending transaction on our credit card bill?
A pending transaction may appear on your credit card bill for a small amount. This is a pre-authorization test to ensure the card is valid. Once the card has been validated, it will be dropped from your statement.

What if we have outstanding invoices when I update credit card information?
If any invoices are outstanding at the time credit card information is entered and saved, the card will be charged for the outstanding payments.

Will I receive a receipt for payment?
Once charges have been processed, a receipt will be sent to the email address entered on the Payment Settings page within 3 – 4 business days. Once receipts are sent, they are also available for download.

If you are having any difficulty updating your Payment Settings after reading these tips, please contact support@liquidplanner.com – we’re here to help!

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The post Update Billing and Payment Settings appeared first on LiquidPlanner.

The new plan takes effect immediately. When upgrading, you will be charged for the price per seat difference between the two plans. The new rate is prorated; it starts on the upgrade date and is calculated through the end of your current billing cycle.

If you have questions or need help upgrading, call us at 1-888-881-2561 or email support@liquidplanner.com. To see what is offered by plan, please have a look at our feature guide.

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The post Upgrade Subscription Plan appeared first on LiquidPlanner.

To view recent invoices for your workspace, go to the User Menu > Settings > Billing and Purchasing > Invoices.

This page will display the number, date, due date, status, and the amount of each invoice.

Clicking on the invoice number will download your invoice so that it can be viewed, saved or printed.

Notes

• If “Invoices” is not visible when viewing the Settings page, it’s likely due to user access level. Owners and Administrators are the only member types who see the “Billing and Purchasing” section in a workspace.
• If someone other than an Owner or Administrator needs a copy of an invoice, we recommend visiting the Help tab in the workspace. The Help tab provides a list of members with sufficient permission who can assist.
• If a non-workspace member is the billing contact for the account and needs a copy of an invoice, please either contact your workspace owner for assistance or email support@liquid-planner-4.local with your request.
• “No Invoices Found” may appear when visiting the Invoices page. There are a few reasons for this:
• 1. No invoices have been generated yet.
  2. Invoices will not display if they have not yet been sent out (emailed to the billing contact) from our accounting system. If you recently made a purchase, check the Invoices page again in a few days.
  3. The invoice you are hoping to view or download was issued prior to March 11, 2017. (We upgraded our accounting software in March which allowed us to build this feature.) If there’s something you need and you’re not seeing it – please contact support@liquid-planner-4.local and let us know. Once our accounting team sends it out, it will appear in your workspace as well.
• An invoice may appear as “Paid” with the amount of $0.00. Cancelled invoices have no balance and invoices with no balance ($0.00) are considered to be “Paid”. If you have any questions about an invoice like this in your workspace, please contact support@liquid-planner-4.local and we’re happy to help find an explanation for you.

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The post View and Download LiquidPlanner Invoices appeared first on LiquidPlanner.

• • If  you disconnect a team member, your seat count (licenses) are not automatically reduced. If no other users will be invited to use the remaining license(s), make sure you follow the steps below to reduce your seat count before the start of the next billing cycle.

• Your current billing cycle ends on the last day of the subscription term. To find your subscription term or renewal date, go to the Billing Summary page.

Reduce Seats

1. Go to the User Menu > Settings > Billing Summary
2. Click the Reduce Seats button
3. Select the number of seats to remove
4. Click Confirm.

A reduction in seat count takes effect at the start of the next billing cycle (renewal date).

Cancel Subscription

1. Go to the User Menu > Settings > Billing Summary
2. Click the Reduce Seats button
3. Remove the total number of seats owned.
4. Click Confirm.

Removing all seats from the workspace cancels renewal and stops further billing. Members will still be able to access the workspace through the end of the current billing cycle. After the subscription term ends, only the workspace owner will be able to log in and view the project plan or export data from the workspace. The workspace will be deleted in its entirety after 30 days of inactivity. Signing in prior to that will extend the access period.

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The post Reduce Seats or Cancel Subscription appeared first on LiquidPlanner.

Your data is permanently deleted from our database when a workspace is deleted.

Before you delete your workspace, we suggest exporting your data for future reference.

To delete your workspace, go to your User Menu > Settings > Workspace Settings.  Click the red “Destroy the Workspace” button at the bottom of the page.

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The post Deleting a Workspace appeared first on LiquidPlanner.