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 the button is grey and not clickable, you are not the Owner. 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.

The image above shows the Cancel Plan button highlighted with an arrow below the Plan Details panel of Insycle's Settings > Billing page. The button appears red and clickable only when the user has the Owner role.

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.

The image above shows the Settings > Accounts page, with the trashcan icon highlighted by an arrow in the Actions column of a HubSpot account row. The tooltip "Remove account from Insycle" is displayed.

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.

The image above shows the Next Billing field highlighted with a box in the Plan Details section of the Settings > Billing page, displaying a sample date value alongside other plan fields such as Status, Plan, Data Management, and RevOps Acceleration, with the Billing Information section visible to the right.

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.

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.

Note that consolidated billing statements and Excel exports are not available at this time.

The image above shows the Download link highlighted with an arrow in the PDF column of the Invoices section on the Settings > Billing page, listing invoice details including ID, Created At, Status, Quantity, Amount, and Paid At for each row.

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.

   

   The image above shows the one-time password entry field on the Insycle Billing Customer Portal login screen (insycle.chargebeeportal.com), displaying a sample numeric code entered below the "Enter the one time password sent to your email to continue" prompt, with a Login button and a Resend the one-time password link. This is separate from Insycle's Settings > Billing page.

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.

   

   The image above shows the Manage Your Subscriptions page in the Insycle Billing Customer Portal (insycle.chargebeeportal.com), displaying a sample plan summary card with pricing and links to Account Information, Billing & Shipping Addresses, Payment Methods, and Billing History. This is separate from Insycle's Settings > Billing page.

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. 

The image above shows the live chat button highlighted with an arrow in the bottom-right corner of the Settings > Billing page, with the Invoices table and pagination controls visible above it.

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.

The image above shows the yellow Change Plan button highlighted with an arrow in the Plan Details section of the Settings > Billing page, located between the Cancel Plan and Contact Us buttons, with plan information fields including Status, Plan, Next Billing, and Subscription ID listed above it.

If you're unable to log in to Insycle—for example, because the account Owner left your company and no one has access to their email, or because the connecting CRM user or account was removed or deactivated—here's how to proceed:

1. If someone else on your team still has an active CRM login: See Changing the Owner or Admins to have that person reassigned as the new Owner. Once reassigned, they can go to Settings > Billing and click Cancel Plan to cancel directly.
2. If no one on your team has access at all, contact our support team via live chat in the app, or email support@insycle.com, and let us know you're unable to log in. We'll verify your account details and complete the cancellation and data removal on your behalf. Note: This is the only way to cancel your plan or remove your account data in this situation—there's no way to complete it from within the app once login access is lost.