Before You Begin
The Subscription Plan page is only visible to users with Owner or Administrator permissions. If you don’t see this section in your Settings, contact your account Owner or Administrator for assistance.
How to Access the Subscription Summary
1. Log in to D-Tools Cloud.
2. In the left-hand navigation sidebar, click Settings.
3. Click Account, then select Subscription Plan.
4. Click the Manage plan button in the Billing Details section.
Settings → Account → Subscription Plan → Manage Plan
Understanding the Subscription Summary Page
The Subscription Summary page is divided into two areas: available add-ons on the left and a Purchase Summary on the right.
Available Add-Ons
This section displays the additional products and services available to include with your current plan. The add-ons available to you may vary depending on your subscription. Common add-ons include:
Accounting Integrations — $50/mo — Connects D-Tools Cloud directly to your accounting software, including QuickBooks Online, QuickBooks Desktop (Windows only), and Xero. If this is already active on your plan, you will see a Remove button instead of Add.
Gold Support Plan — Provides priority service with 24-hour callbacks, remote screen share, bi-weekly Q&A sessions, and multi-channel support via chat, phone, and email. Your plan pricing will be displayed on the Subscription Summary page.
Training Hours — $125/hr — Custom training tailored to your team’s needs with flexible scheduling. Use the quantity selector to choose the number of hours you’d like to add.
Purchase Summary
The right-hand panel gives you a real-time breakdown of your subscription costs as you make changes:
Your Plan — Your base plan cost, including your current user count.
Office Users — Your plan includes a set number of office users. Additional office users can be added using the quantity selector.
Field Users — Your plan includes a set number of field users. Additional field users can be added using the quantity selector.
Add-ons — Any add-ons you have selected will appear here with their associated costs.
Subtotal / Tax — A running total before and after applicable taxes.
Immediate subscription charges — Any charges due today based on your changes.
Current plan due each month — Your existing recurring monthly total before changes.
New total amount due each month — Your updated recurring total once changes are saved.
How to Make Changes to Your Subscription
Add an Add-On
On the Subscription Summary page, locate the add-on you’d like to include.
Click the blue “Add” button on the add-on card.
The Purchase Summary on the right will update in real time to reflect the new cost.
Click Update subscription to save your changes.
Remove an Add-On
Locate the add-on you’d like to remove, it will show a red “Remove” button if it is currently active on your plan.
Click Remove.
Confirm the updated totals in the Purchase Summary.
Click Update subscription to save your changes.
Adjust Your User Count
Use the – and + selectors next to Office Users or Field Users to adjust your count.
The Purchase Summary will update in real time.
Click Update subscription to save your changes.
Apply a Promo Code or SI Product Key
1. In the Purchase Summary panel, click Add promo code or Enter SI product key.
2. Enter your code and follow the on-screen prompts.
3. Click Update subscription to save your changes.
Billing Cadence
You can toggle between Annual (10% off) and Monthly billing at the top right of the Subscription Summary page. Switching to annual billing applies a 10% discount across your subscription.
Need Help?
If you have questions about your subscription or need assistance making changes, our team is happy to help:
• Email us at accounting@d-tools.com