This article outlines key procedures for managing your Insycle account. Learn how to cancel your plan, review invoices, update billing information, and troubleshoot payment issues through the Customer Portal. It also covers data removal policies and provides guidance on resolving common account-related challenges.
You can cancel your plan, review past invoices, or change the credit card at any time directly from Insycle's Customer Portal.
Canceling a plan means that it will not renew, and there will be no additional charges in the future.
We do not provide refunds if you decide to stop using the subscription during the subscription term.
To cancel your Insycle plan, log into the Customer Portal and scroll down to the Manage Subscription section. Then click the Manage button and Cancel Subscription.
At the end of the subscription term, your data, including templates and configuration settings, will be automatically removed from Insycle within 14 days as part of our commitment to data privacy and security.
You can also remove your data at any time directly from Insycle under Settings > Account. Learn more about managing your account data.
Insycle's billing is handled through Chargebee, a payment processing provider.
"An error occurred while processing your request"
If you run into the error, "An error occurred while processing your request," while attempting to pay, there are a few troubleshooting steps you can take:
- Try to complete the payment in another browser and see if the payment goes through
- Ensure your credit card is active and able to be used for payment
- Use a different credit card
- Contact Chargebee support to enquire further about the issue
- Contact your bank to see if they can identify the issue
"Wrong format"
If the email address on your Insycle account contains special characters such as "+" "." or "é," Chargebee will consider the address invalid and display a "Wrong format" message. You'll need to use an alternate email address for the Insycle account that will be used for payment.
For example, use "jane@acmewidgets.com" or "janedoe@acmewidgets.com" instead of "jane.doe@acmewidgets.com."
You can review your past invoices and manage your plan at any time through the Customer Portal.
After logging in, scroll down to the "Payment History" section. There you can download each invoice as a PDF.
If you're not sure about your portal email or password, try resetting it or reach out to us for help from the chat icon at the bottom of the Insycle app and website.
If you have decided to cancel, please let us know why. We'd be grateful if you would fill out the Cancelation Feedback survey with your comments to help improve the experience and product. We value your opinion and read every comment.
Additional Resources
Related Help Articles
- Add and Remove Accounts Data
- Ensure Insycle Account Continuity Using Integration User (Service Account)
- User Roles and Permissions
- Customer Data Health Assessment
Related Blog Posts