Need to make changes to your account or subscription? No problem. Our step-by-step guide has got you covered, whether you want to upgrade, downgrade, delete, or cancel. Enjoy Sortly without any hassle - read on for instructions.
This article outlines how to:
Upgrade
Easily upgrade your plan anytime by going to Billing Info and clicking on Manage Plan. If you're upgrading from the Free plan, ensure you have a valid credit card for the trial period. Your card will only be charged after the trial.
Please note: To upgrade to the Enterprise plan, click here.
Downgrade
Want to switch to a Free or Advanced plan? No worries! You can downgrade as long as your current inventory fits within the limits of the lower plan. Just check the limits and hit the downgrade button if you're eligible.
To downgrade to the Free plan, your account must have the following:
- Up to 100 unique Entries
- One User
- One Custom Field
- No attachment type Custom Field
The downgrade button will only be available to click on if you meet the plan limits for the plan you are downgrading to.
Cancel
If you want to cancel your paid subscription, you can downgrade to the Free plan, which includes 100 items, 1 custom field, and 1 user.
Here’s how you can do that:
- Visit this link to check your current usage.
- If you have more than 100 items, 1 custom field, or 1 user, please adjust your account by removing any excess items, fields, or users.
- Once you're within the Free plan limits, go to this link and click "DOWNGRADE" next to the Free plan.
Pause
If you are a monthly Sortly Advanced or Ultra user, you can pause your account if your business needs change. This pause begins at your next billing cycle and lasts for 1, 3, or 6 months, with no proration available. During this time, you won't have access to your inventory, but your data will remain secure in Sortly.
To pause your account, visit Company Details, and click Pause Subscription. You'll receive an email confirming the pause and a reminder 7 days before it ends. While paused, you can still log in but will see a notification that the subscription is paused.
To resume early, click "Resume Subscription." Your billing cycle will adjust accordingly, and you'll continue as a month-to-month user. Note: This feature is only available on the web version; attempting to pause via mobile redirects you to the web or app.sortly.com.
Delete
To delete your account and all data permanently, head to Company Details in your Sortly settings. Remember, once deleted, your data can't be recovered. Export your data via CSV or Dropbox for safekeeping if needed.
FAQ
How do I remove users?
- Go to Manage Team in your account settings.
- Locate the user's name.
- Hover over the name and click the trashcan icon to remove them.
How do I remove unused additional user seats?
- Navigate to Manage Team in your account settings.
- Remove any users occupying the seat(s) by following the steps above.
- After the user is removed, click the trashcan icon again to delete the additional seat entirely.
I deleted my account. Why am I still being charged?
Deleting your account will not cancel your subscription if it has not been downgraded to the Free plan. If you'd like to cancel your subscription, please follow the instructions here or contact our Support Team here.
Why am I being charged so much this year? Last year was X, this year is nearly double!
The first-year rate was likely discounted as part of a promotion. After that, the subscription renews at the standard rate, which explains the higher charge. For more details, feel free to reach out to our Support team—we’re here to help!
I'm having a billing issue. Who do I contact?
For billing questions, please reach out to our Support team!
Why won't it let me cancel my account?
If you're having trouble canceling your account, there could be a few reasons why the option isn’t available. Please reach out to our Support team, and we'll be happy to assist you!
Can I get a refund?
For refund requests, please contact our Support team. They’ll be able to review your situation and assist you with the process.
I want to remove the payment method on my account.
At this time, our system requires a credit card to be kept on file for Advanced, Ultra, and Premium plans. However, please rest assured that your payment information is stored securely, and you will only be charged according to your plan and usage.
I need a receipt or invoice. How can I obtain one?
You can download your invoices and receipts by visiting Sortly Billing Info. Please ensure that you are listed as an owner on the account to access this information.
Why am I seeing a message about reaching my entry or item limit?
Each plan includes a specific limit for entries or items. If you've exceeded that limit, you'll need to either reduce the number of entries or items in your account or upgrade to a plan that offers a higher limit to accommodate your current needs.