You can cancel your subscription to AutoEntry in a few steps.
📎NOTE: Only the billing owner can process a cancellation for security reasons, so you need to log in as the billing admin to proceed.
📌TIP: If you have access to several companies both as second user and billing owner, make sure you've identified the correct account to cancel.
You can check the billing owner associated with each company from the companies list. If necessary, you can also request to change the billing owner.
Cancel as the billing owner
Log in to AutoEntry, then click Settings in the left-hand navigation bar.
Click the Subscriptions and Billing tab, then click Cancel Subscription.
A window pops up that requires you to confirm a reason for cancellation. Select your reason for cancelling.
Enter any suggestions for improvements you may have.
Select whether you plan to subscribe to AutoEntry again or not.
Click Cancel subscription.
📎NOTE: Cancelling the subscription will stop the automatic purchase of any more credits.
Credits
You can still use your remaining credits after you cancel, but these credits will expire 30 days after the cancellation date.
📎NOTE: Credits expire after 90 days only when the subscription is active or paused.
📌 TIP: If you have more credits than you can use within a month, and if its worth it, you can pause your subscription first. This will allow you to use all your remaining credits for a minimal monthly fee. You can then cancel your subscription once you've cleared your balance.
If you wish, you can also contact support to transfer credits to another account.
Data access
After you cancel your subscription, your data will remain in AutoEntry for a further 13 months. We’ll delete the account automatically after 13 months. This will allow you to export or copy any data you require.
If you want to delete your cancelled account or trial account immediately, check Delete my AutoEntry account.
📌TIP: Before initiating a full account deletion, make sure you've exported your data.
Can't cancel the subscription?
You can't cancel the subscription in the following scenarios:
Billing user
Billing user
You won't see the option to cancel if you're not the billing user.
Pending Renewal
Pending Renewal
If your subscription is due to renew within 24 hours, you or the support team won’t be able to cancel your subscription. However, you can cancel the subscription the day after the renewal date.
Trial accounts
Trial accounts
You don't need to cancel a trial account as there’s no billing to cancel. It will remain active even if you don't have credits. If you need to delete the account and its data, contact support.
Sage Bundle subscriptions
Sage Bundle subscriptions
If you have access to AutoEntry via a Sage bundle subscription, you won't be able to cancel from AutoEntry settings. Instead, contact support.
Billing owner no longer has access
Billing owner no longer has access
If the account owner has left the company or no longer has access to their account, you can request a cancellation on their behalf.
To proceed, email the cancellation request to [email protected]. For security purposes, the request must include a signed letter on official company letterhead from either the company director or the billing owner.