How to Upgrade a Subscription in Xvantage™

Prev Next

Overview:

This document will help you to upgrade an existing License Subscription by unlocking advanced features and increased capacity in Xvantage for Customers.

Process:

  1. Log in to Xvantage.

  2. Hover over to the left navigation menu and click My Business.

  3. Click Subscriptions.

  4. Search for a subscription in the search field by typing vendor name or specific number.

  5. A list with all subscriptions based on your criteria search will appear.

  6. By clicking on a subscription number, you will be redirected to the Overview of the selected subscription.

  7. On the subscription page, click the blue Change button.

  8. From the dropdown menu there are options:

    • Plan or quantity - you can upgrade from annual to monthly or vice versa; increase or decrease the quantity of licenses

    • Partial upgrade - you can upgrade from annual to monthly or vice versa

    • Co-term Subscription

    • Disable auto-renew

    • Put on hold

    • Change payment method

    • Cancel subscription

  9. Select a change option and proceed with the subscription upgrade.