Cancel Plan, Review Invoices, Billing Information

Your plan can be canceled at any time directly from the Billing page in the Insycle app.

1. Go to Settings > Billing.
2. Click the Cancel Plan button.

Only users with the Owner role can initiate the cancellation. If you're unsure who the 'Owner' is for your team, review the roles under Settings > Users. If you still can't figure it out, please contact our support team.

HubSpot users can learn more about disconnecting HubSpot from Insycle.

If you are on a free trial, you can cancel it by removing your account data:

1. Go to Settings > Accounts.
2. Click the trashcan icon for the account. You'll be prompted to confirm account removal. When you confirm, the account and all its data will be removed from Insycle infrastructure immediately.

Once your data is removed, the free trial will automatically be canceled. Note that data from expired trials and canceled plans is automatically deleted from Insycle within 14 days for privacy and security reasons.

HubSpot users can learn more about disconnecting HubSpot from Insycle.

As part of our commitment to data privacy and security, your data—including templates and configuration settings—will be automatically removed from Insycle within 14 days following the end of the subscription term.

You can also remove your data at any time directly from Insycle under Settings > Accounts. Learn more about managing your account data.

If you choose to cancel, we'd appreciate your feedback. Please complete the Cancellation Feedback survey with your comments to help us improve the experience and product. We value your opinion and review every comment.

Your subscription's next billing date is displayed in the Plan Details section of the Settings > Billing page. The Next Billing field shows the exact date your current term ends, and your subscription will renew. This tells you how much time remains in your current subscription term.

All Insycle users can access the Settings > Billing page to view these details for their CRM account.

You can review and download your past invoices and manage your plan at any time directly from the Settings > Billing page.

After logging in, scroll down to the Invoices section. You can download each invoice as a PDF from there.

Only users with the Owner or Admin role can view and download invoices. If you're unsure what role you are assigned, review the roles under Settings > Users.

At this time, consolidated billing statements or Excel exports are not available.

Insycle subscriptions are available on an annual or monthly basis. At the end of your subscription term, the plan will automatically renew to ensure uninterrupted service.

To prevent your subscription from auto-renewing for the next term:

• Go to Settings > Billing and click the Cancel Plan button. This will disable auto-renewal, ensuring your subscription does not auto-renew for the next term.

To enable auto-renewal:

• Contact our support team to remove the scheduled cancellation. Use the live chat button at the bottom of every page on the app and website or email support@insycle.com.

Note: All changes to plans and auto-renewal must be completed prior to the subscription renewal date to take effect for the upcoming term.

Change the Account Billing Address or Credit Card

To change the billing address or credit card on file: 

1. Log in to the Insycle Billing Customer Portal, which is separate from the main Insycle login (https://insycle.chargebeeportal.com).
2. Enter the email address associated with your billing account, then click Continue. There is no password required.

3. An email containing a one-time password will be sent. Use this to log into the portal.

   

4. View details about your plan, download invoices, update your billing address, or credit card from the Manage Your Subscriptions page. Note that subscriptions cannot be canceled from the billing portal; it is only for managing payment details. To cancel your plan, see Cancel Your Plan above.

   

Change the Account Billing Admin

To change the billing admin (the person with access to the Billing Customer Portal), please contact our support team using the live chat button located at the bottom of every page on the app and website. 

You can preview the cost of a plan change by navigating to Settings > Billing and clicking the Change Plan button. At the end of the flow, you'll be prompted to contact our support team to process the change.